VTES vs AGG

AVTES

BAGG

Measures won2–3AGG wins · of 6 · 5Y

$10,000 · 5Y$10,142IUSB · AGG $9,975

Lowest cost0.03%AGG · $3 on $10k

Most income4.33%IUSB · $433 on $10k

Smallest drop−3.0%VTES · worst fall in 1Y

Held in common[…]VTES and AGG

VTES

AGG

Vanguard Short-Term Tax-Exempt Bond ETF · $3.6BiShares Core U.S. Aggregate Bond ETF · $139B

+3.7%3 years · per year$11,151 · $11,786+5.6%

[…]5 years · per year[…] · $9,975−0.0%

0.05%Expense ratio$5 · $3 on $10k · lower wins0.03%

2.66%12-mo yield$266 · $412 on $10k4.12%

−3.0%Worst dropSmaller wins−4.6%

1.8%VolatilityLower wins4.1%

2–3AGG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVTES · AGG

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

Held in common[…]

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

All Three

5Y3 funds

#
1	IUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.4B
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.2B
3	AVTES	Vanguard Short-Term Tax-Exempt Bond ETFRead Desk	0.05%	2.66%	+0.1%	+1.4%	+2.0%	+3.7%	new	−3.0%	$3.6B

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

All Three

5Y3 funds

#
1	IUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.4B
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.5%	+5.6%	0.0%	−4.6%	$139.2B
3	AVTES	Vanguard Short-Term Tax-Exempt Bond ETFRead Desk	0.05%	2.66%	+0.1%	+1.4%	+2.0%	+3.7%	new	−3.0%	$3.6B

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

Cards for this view

VTES vs AGG

VTES

Vanguard Short-Term Tax-Exempt Bond

[…]

AGG

iShares Core U.S. Aggregate Bond

$9,975

MeasureVTESAGG

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield2.66%4.12%

5 years, per year[…]−0.0%

3 years, per year+3.7%+5.6%

Worst drop · 1Y−3.0%−4.6%

Volatility · 1Y1.8%4.1%

3–2measures won
AGG first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VTES, AGG, IUSB

Today

[…]holdings […]

VTESAGGIUSB

VTES—[…][…]

AGG[…]—[…]

IUSB[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

AGG$412 − $3 = $409

VTES$266 − $5 = $261

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee