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AGGH vs AGG
Simplify Aggregate Bond ETF vs iShares Core U.S. Aggregate Bond ETF
Key differences
- AGG costs 0.27% less per year.
- AGG is significantly larger than AGGH — larger funds tend to be more liquid and less likely to close.
- AGGH is classified as alternative, while AGG is fixed income — different risk/return profiles.
- AGGH follows a multi strategy strategy; AGG uses index tracking.
- AGG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGGH | AGG | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.03% |
| Fund size (AUM) | $473M | $135.4B |
| Since | 2022 | 2003 |
| Dividend yield | 7.54% | 3.95% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | +9.8% | +5.8% |
| CAGR 3Y | +4.5% | +3.7% |
| CAGR 5Y | N/A | +0.1% |
| Sharpe 3Y | 0.14 | 0.04 |
| Volatility 1Y | 7.18% | 3.90% |
| Max drawdown | -13.26% | -18.43% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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