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AGG vs SPIB

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

AGG

iShares Core U.S. Aggregate Bond ETF

Annual cost

0.03%

Fund size

$136.5B

SPIB

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

Annual cost

0.04%

Fund size

$11.6B

Key differences

Both AGG and SPIB are fixed income ETFs. AGG charges 0.03% a year and SPIB 0.04%. The main difference: AGG is much larger than SPIB. Larger funds are usually more liquid and less likely to close.

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

Side-by-side comparison

AGGSPIB
Annual cost (TER)0.03%0.04%
Fund size (AUM)$136.5B$11.6B
Since20032009
Dividend yield3.96%4.43%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.9%+5.1%
CAGR 3Y+4.2%+6.0%
CAGR 5Y+0.2%+1.8%
Sharpe 3Y0.130.63
Volatility 1Y3.82%2.84%
Max drawdown-18.43%-14.94%

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

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