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AGG vs USIG

iShares Core U.S. Aggregate Bond ETF vs iShares Broad USD Investment Grade Corporate Bond ETF

AGG

iShares Core U.S. Aggregate Bond ETF

iShares

Annual cost

0.03%

Fund size

$135.4B

USIG

iShares Broad USD Investment Grade Corporate Bond ETF

iShares

Annual cost

0.04%

Fund size

$17.0B

Key differences

  • AGG is significantly larger than USIG — larger funds tend to be more liquid and less likely to close.
  • AGG covers north america markets; USIG covers global.
  • Over the last 3 years, USIG has delivered higher annualized returns.

Side-by-side comparison

AGGUSIG
Annual cost (TER)0.03%0.04%
Fund size (AUM)$135.4B$17.0B
Since20032007
Dividend yield3.95%4.68%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+6.9%
CAGR 3Y+3.7%+5.3%
CAGR 5Y+0.1%+0.8%
Sharpe 3Y0.040.32
Volatility 1Y3.90%4.19%
Max drawdown-18.43%-21.45%

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

Similar to AGG and USIG