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AGG vs ISTB

iShares Core U.S. Aggregate Bond ETF vs iShares Core 1-5 Year USD Bond ETF

AGG

iShares Core U.S. Aggregate Bond ETF

iShares

Annual cost

0.03%

Fund size

$135.4B

ISTB

iShares Core 1-5 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$4.7B

Key differences

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

Side-by-side comparison

AGGISTB
Annual cost (TER)0.03%0.06%
Fund size (AUM)$135.4B$4.7B
Since20032012
Dividend yield3.95%4.20%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+4.4%
CAGR 3Y+3.7%+4.7%
CAGR 5Y+0.1%+1.8%
Sharpe 3Y0.040.47
Volatility 1Y3.90%1.77%
Max drawdown-18.43%-9.34%

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

Similar to AGG and ISTB