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ITOT vs AGG
iShares Core S&P Total U.S. Stock Market ETF vs iShares Core U.S. Aggregate Bond ETF
Key differences
ITOT is an equity ETF, while AGG is a fixed income ETF. ITOT charges 0.03% a year and AGG 0.03%.
- ITOT is an equity fund, while AGG is a fixed income fund. They carry different risk/return profiles.
- Over the last three years, ITOT has delivered higher annualized returns.
Side-by-side comparison
| ITOT | AGG | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.03% |
| Fund size (AUM) | $93.4B | $136.5B |
| Since | 2004 | 2003 |
| Dividend yield | 0.98% | 3.96% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.3% | +4.2% |
| CAGR 3Y | +22.2% | +3.8% |
| CAGR 5Y | +12.3% | +0.1% |
| Sharpe 3Y | 1.16 | 0.05 |
| Volatility 1Y | 12.51% | 3.84% |
| Max drawdown | -35.00% | -18.43% |
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