Screener
AGG vs IVV
iShares Core U.S. Aggregate Bond ETF vs iShares Core S&P 500 ETF
Key differences
AGG is a fixed income ETF, while IVV is an equity ETF. AGG charges 0.03% a year and IVV 0.03%.
- AGG is a fixed income fund, while IVV is an equity fund. They carry different risk/return profiles.
- IVV is much larger than AGG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVV has delivered higher annualized returns.
Side-by-side comparison
| AGG | IVV | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.03% |
| Fund size (AUM) | $136.5B | $854.9B |
| Since | 2003 | 2000 |
| Dividend yield | 3.96% | 1.06% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.2% | +25.3% |
| CAGR 3Y | +3.8% | +22.5% |
| CAGR 5Y | +0.1% | +13.5% |
| Sharpe 3Y | 0.05 | 1.20 |
| Volatility 1Y | 3.84% | 12.10% |
| Max drawdown | -18.43% | -33.90% |
Similar to AGG and IVV
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