Screener
AGG vs OEF
iShares Core U.S. Aggregate Bond ETF vs iShares S&P 100 ETF
Key differences
AGG is a fixed income ETF, while OEF is an equity ETF. AGG charges 0.03% a year and OEF 0.20%.
- AGG is a fixed income fund, while OEF is an equity fund. They carry different risk/return profiles.
- AGG costs 0.17% less per year.
- AGG is much larger than OEF. Larger funds are usually more liquid and less likely to close.
- Over the last three years, OEF has delivered higher annualized returns.
Side-by-side comparison
| AGG | OEF | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.20% |
| Fund size (AUM) | $136.5B | $20.7B |
| Since | 2003 | 2000 |
| Dividend yield | 3.96% | 0.83% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.2% | +26.0% |
| CAGR 3Y | +3.8% | +24.4% |
| CAGR 5Y | +0.1% | +15.2% |
| Sharpe 3Y | 0.05 | 1.23 |
| Volatility 1Y | 3.84% | 13.06% |
| Max drawdown | -18.43% | -31.44% |
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