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AGG vs USHY

iShares Core U.S. Aggregate Bond ETF vs iShares Broad USD High Yield Corporate Bond ETF

AGG

iShares Core U.S. Aggregate Bond ETF

iShares

Annual cost

0.03%

Fund size

$135.4B

USHY

iShares Broad USD High Yield Corporate Bond ETF

iShares

Annual cost

0.08%

Fund size

$26.2B

Key differences

  • AGG costs 0.05% less per year.
  • AGG is significantly larger than USHY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, USHY has delivered higher annualized returns.
  • AGG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGGUSHY
Annual cost (TER)0.03%0.08%
Fund size (AUM)$135.4B$26.2B
Since20032017
Dividend yield3.95%6.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+8.0%
CAGR 3Y+3.7%+9.3%
CAGR 5Y+0.1%+4.4%
Sharpe 3Y0.041.06
Volatility 1Y3.90%3.68%
Max drawdown-18.43%-22.44%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AGG and USHY