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AGG vs SPBO

iShares Core U.S. Aggregate Bond ETF vs State Street SPDR Portfolio Corporate Bond ETF

AGG

iShares Core U.S. Aggregate Bond ETF

Annual cost

0.03%

Fund size

$136.5B

SPBO

State Street SPDR Portfolio Corporate Bond ETF

Annual cost

0.03%

Fund size

$2.0B

Key differences

Both AGG and SPBO are fixed income ETFs. AGG charges 0.03% a year and SPBO 0.03%. The main difference: AGG covers North America; SPBO covers global markets.

  • AGG covers North America; SPBO covers global markets.
  • AGG is much larger than SPBO. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SPBO has delivered higher annualized returns.
  • AGG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGGSPBO
Annual cost (TER)0.03%0.03%
Fund size (AUM)$136.5B$2.0B
Since20032011
Dividend yield3.96%5.09%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+4.9%+6.0%
CAGR 3Y+4.2%+5.9%
CAGR 5Y+0.2%+0.8%
Sharpe 3Y0.130.39
Volatility 1Y3.82%4.38%
Max drawdown-18.43%-22.04%

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

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