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IMTB vs AGG

iShares Core 5-10 Year USD Bond ETF vs iShares Core U.S. Aggregate Bond ETF

IMTB

iShares Core 5-10 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$280M

AGG

iShares Core U.S. Aggregate Bond ETF

iShares

Annual cost

0.03%

Fund size

$135.4B

Key differences

  • AGG is significantly larger than IMTB — larger funds tend to be more liquid and less likely to close.
  • AGG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IMTBAGG
Annual cost (TER)0.06%0.03%
Fund size (AUM)$280M$135.4B
Since20162003
Dividend yield4.46%3.95%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.6%+5.8%
CAGR 3Y+4.5%+3.7%
CAGR 5Y+0.5%+0.1%
Sharpe 3Y0.170.04
Volatility 1Y4.06%3.90%
Max drawdown-18.15%-18.43%

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

Similar to IMTB and AGG