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IGBH vs AGG

iShares Interest Rate Hedged Long-Term Corporate Bond ETF vs iShares Core U.S. Aggregate Bond ETF

IGBH

iShares Interest Rate Hedged Long-Term Corporate Bond ETF

Annual cost

0.14%

Fund size

$189M

AGG

iShares Core U.S. Aggregate Bond ETF

Annual cost

0.03%

Fund size

$136.5B

Key differences

Both IGBH and AGG are fixed income ETFs. IGBH charges 0.14% a year and AGG 0.03%. The main difference: AGG costs 0.11% less per year.

  • AGG costs 0.11% less per year.
  • AGG is much larger than IGBH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IGBH has delivered higher annualized returns.
  • AGG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IGBHAGG
Annual cost (TER)0.14%0.03%
Fund size (AUM)$189M$136.5B
Since20152003
Dividend yield5.75%3.96%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.0%+4.9%
CAGR 3Y+9.1%+4.2%
CAGR 5Y+5.5%+0.2%
Sharpe 3Y1.070.13
Volatility 1Y4.04%3.82%
Max drawdown-33.67%-18.43%

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

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