SJLD vs AGG

ASJLD

BAGG

Measures won3–1SJLD wins · of 6 · 5Y

$10,000 · 5Y$9,755AGG

Lowest cost0.03%AGG · $3 on $10k

Most income5.20%SJLD · $520 on $10k

Smallest drop−1.3%SJLD · worst fall in 1Y

Held in common[…]SJLD and AGG

SJLD

AGG

SanJac Alpha Low Duration ETF · $2MiShares Core U.S. Aggregate Bond ETF · $137B

[…]3 years · per year[…] · $11,293+4.1%

[…]5 years · per year[…] · $9,755−0.5%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

5.20%12-mo yield$520 · $419 on $10k4.19%

−1.3%

End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.19%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.6%	$137.0B
2	ASJLD	SanJac Alpha Low Duration ETFRead Desk		0.35%	5.20%	−0.1%	+1.4%	+1.5%	new	new	−1.3%	$2M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.19%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.6%	$137.0B
2	ASJLD	SanJac Alpha Low Duration ETFRead Desk		0.35%	5.20%	−0.1%	+1.4%	+1.5%	new	new	−1.3%	$2M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SJLD vs AGG

SJLD

SanJac Alpha Low Duration

[…]

AGG

iShares Core U.S. Aggregate Bond

$9,755

MeasureSJLDAGG

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield5.20%4.19%

5 years, per year[…]−0.5%

3 years, per year[…]+4.1%

Worst drop · 1Y−1.3%−4.6%

Volatility · 1Y1.5%

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SJLD vs AGG

Both

Both

$10,000 in SJLD, AGG

Overlap: SJLD, AGG

SJLD vs AGG

BND vs AGG

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Overlap: SJLD, AGG

Income After Fees on $10,000