TIPX vs AGG

ATIPX

BAGG

Measures won4–2TIPX wins · of 6 · 5Y

$10,000 · 5Y$10,822TIPX · AGG $9,970

Lowest cost0.03%AGG · $3 on $10k

Most income5.11%TIPX · $511 on $10k

Smallest drop−2.9%TIPX · worst fall in 1Y

Held in common[…]TIPX and AGG

TIPX

AGG

State Street SPDR Bloomberg 1-10 Year TIPS ETF · $2.1BiShares Core U.S. Aggregate Bond ETF · $139B

+4.8%3 years · per year$11,496 · $11,649+5.2%

+1.6%5 years · per year$10,822 · $9,970−0.1%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

5.11%12-mo yield$511 · $412 on $10k4.12%

−2.9%Worst dropSmaller wins−4.6%

2.8%VolatilityLower wins4.1%

4–2TIPX wins

$10,000 · 5 yearsOne scale

Shared top holdingsTIPX · AGG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 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	ATIPX	State Street SPDR Bloomberg 1-10 Year TIPS ETFRead Desk		0.15%	5.11%	+0.1%	+0.9%	+1.2%	+4.8%	+1.6%	−2.9%	$2.1B
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ATIPX	State Street SPDR Bloomberg 1-10 Year TIPS ETFRead Desk		0.15%	5.11%	+0.1%	+0.9%	+1.2%	+4.8%	+1.6%	−2.9%	$2.1B
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TIPX vs AGG

TIPX

SPDR Bloomberg 1-10 Year TIPS

$10,822

AGG

iShares Core U.S. Aggregate Bond

$9,970

MeasureTIPXAGG

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield5.11%4.12%

5 years, per year+1.6%−0.1%

3 years, per year+4.8%+5.2%

Worst drop · 1Y−2.9%−4.6%

Volatility · 1Y2.8%4.1%

4–2measures won
TIPX first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: TIPX, AGG

Today

[…]holdings […]

TIPXAGG

TIPX—[…]

AGG[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$496most kept, TIPX

TIPX$511 − $15 = $496

AGG$412 − $3 = $409

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee