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AGG vs IGBH

iShares Core U.S. Aggregate Bond ETF vs iShares Interest Rate Hedged Long-Term Corporate Bond ETF

AGG

iShares Core U.S. Aggregate Bond ETF

iShares

Annual cost

0.03%

Fund size

$135.4B

IGBH

iShares Interest Rate Hedged Long-Term Corporate Bond ETF

iShares

Annual cost

0.14%

Fund size

$171M

Key differences

  • AGG costs 0.11% less per year.
  • AGG is significantly larger than IGBH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IGBH has delivered higher annualized returns.
  • AGG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGGIGBH
Annual cost (TER)0.03%0.14%
Fund size (AUM)$135.4B$171M
Since20032015
Dividend yield3.95%5.92%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+10.7%
CAGR 3Y+3.7%+9.5%
CAGR 5Y+0.1%+5.4%
Sharpe 3Y0.041.14
Volatility 1Y3.90%4.10%
Max drawdown-18.43%-33.67%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AGG and IGBH