Screener
AGG vs SHYG
iShares Core U.S. Aggregate Bond ETF vs iShares 0-5 Year High Yield Corporate Bond ETF
Key differences
Both AGG and SHYG are fixed income ETFs. AGG charges 0.03% a year and SHYG 0.30%. The main difference: AGG costs 0.27% less per year.
- AGG costs 0.27% less per year.
- AGG is much larger than SHYG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SHYG has delivered higher annualized returns.
- AGG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGG | SHYG | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.30% |
| Fund size (AUM) | $136.5B | $7.6B |
| Since | 2003 | 2013 |
| Dividend yield | 3.96% | 6.99% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.9% | +6.6% |
| CAGR 3Y | +4.2% | +8.3% |
| CAGR 5Y | +0.2% | +4.9% |
| Sharpe 3Y | 0.13 | 1.03 |
| Volatility 1Y | 3.82% | 3.20% |
| Max drawdown | -18.43% | -19.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.