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AGG vs IMTB

iShares Core U.S. Aggregate Bond ETF vs iShares Core 5-10 Year USD Bond ETF

AGG

iShares Core U.S. Aggregate Bond ETF

iShares

Annual cost

0.03%

Fund size

$135.4B

IMTB

iShares Core 5-10 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$280M

Key differences

  • AGG is significantly larger than IMTB — larger funds tend to be more liquid and less likely to close.
  • AGG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGGIMTB
Annual cost (TER)0.03%0.06%
Fund size (AUM)$135.4B$280M
Since20032016
Dividend yield3.95%4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+6.6%
CAGR 3Y+3.7%+4.5%
CAGR 5Y+0.1%+0.5%
Sharpe 3Y0.040.17
Volatility 1Y3.90%4.06%
Max drawdown-18.43%-18.15%

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

Similar to AGG and IMTB