UBND vs AGG

AUBND

BAGG

Measures won4–1UBND wins · of 6 · 5Y

$10,000 · 5Y$10,416UBND · AGG $9,930

Lowest cost0.03%AGG · $3 on $10k

Most income5.03%UBND · $503 on $10k

Smallest drop−4.6%UBND · worst fall in 1Y

Held in common[…]UBND and AGG

UBND

AGG

VictoryShares Core Plus Bond ETF · $2.0BiShares Core U.S. Aggregate Bond ETF · $139B

+6.0%3 years · per year$11,913 · $11,667+5.3%

+0.8%5 years · per year$10,416 · $9,930−0.1%

0.43%Expense ratio$43 · $3 on $10k · lower wins0.03%

5.03%12-mo yield$503 · $415 on $10k4.15%

−4.6%Worst dropSmaller wins−4.6%

3.7%VolatilityLower wins4.1%

4–1UBND wins

$10,000 · 5 yearsOne scale

Shared top holdingsUBND · AGG

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

Held in common[…]

End-of-day Nov 3, 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	AUBND	VictoryShares Core Plus Bond ETFRead Desk		0.43%	5.03%	−0.1%	−0.6%	+0.1%	+6.0%	+0.8%	−4.6%	$2.0B
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B

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

Both

5Y2 funds

#			Trend
1	AUBND	VictoryShares Core Plus Bond ETFRead Desk		0.43%	5.03%	−0.1%	−0.6%	+0.1%	+6.0%	+0.8%	−4.6%	$2.0B
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk		0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B

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

Cards for this view

UBND vs AGG

UBND

VictoryShares Core Plus Bond

$10,416

AGG

iShares Core U.S. Aggregate Bond

$9,930

MeasureUBNDAGG

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield5.03%4.15%

5 years, per year+0.8%−0.1%

3 years, per year+6.0%+5.3%

Worst drop · 1Y−4.6%−4.6%

Volatility · 1Y3.7%4.1%

4–1measures won
UBND first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: UBND, AGG

Today

[…]holdings […]

UBNDAGG

UBND—[…]

AGG[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$460most kept, UBND

UBND$503 − $43 = $460

AGG$415 − $3 = $412

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee