Screener
LQDI vs AGG
iShares Inflation Hedged Corporate Bond ETF vs iShares Core U.S. Aggregate Bond ETF
Key differences
Both LQDI and AGG are fixed income ETFs. LQDI charges 0.18% a year and AGG 0.03%. The main difference: AGG costs 0.15% less per year.
- AGG costs 0.15% less per year.
- AGG is much larger than LQDI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LQDI has delivered higher annualized returns.
- AGG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LQDI | AGG | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.03% |
| Fund size (AUM) | $70M | $136.5B |
| Since | 2018 | 2003 |
| Dividend yield | 4.54% | 3.96% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.9% | +4.9% |
| CAGR 3Y | +6.0% | +4.2% |
| CAGR 5Y | +2.0% | +0.2% |
| Sharpe 3Y | 0.39 | 0.13 |
| Volatility 1Y | 4.97% | 3.82% |
| Max drawdown | -28.99% | -18.43% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.