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AGG vs SHY

iShares Core U.S. Aggregate Bond ETF vs iShares 1-3 Year Treasury Bond ETF

AGG

iShares Core U.S. Aggregate Bond ETF

Annual cost

0.03%

Fund size

$136.5B

SHY

iShares 1-3 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$25.4B

Key differences

Both AGG and SHY are fixed income ETFs. AGG charges 0.03% a year and SHY 0.15%. The main difference: AGG costs 0.12% less per year.

  • AGG costs 0.12% less per year.
  • AGG is much larger than SHY. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

AGGSHY
Annual cost (TER)0.03%0.15%
Fund size (AUM)$136.5B$25.4B
Since20032002
Dividend yield3.96%3.71%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.9%+3.3%
CAGR 3Y+4.2%+4.1%
CAGR 5Y+0.2%+1.7%
Sharpe 3Y0.130.29
Volatility 1Y3.82%1.33%
Max drawdown-18.43%-5.71%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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