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NUAG vs AGG

Nuveen Enhanced Yield U.S. Aggregate Bond ETF vs iShares Core U.S. Aggregate Bond ETF

NUAG

Nuveen Enhanced Yield U.S. Aggregate Bond ETF

Annual cost

0.16%

Fund size

$94M

AGG

iShares Core U.S. Aggregate Bond ETF

Annual cost

0.03%

Fund size

$136.5B

Key differences

Both NUAG and AGG are fixed income ETFs. NUAG charges 0.16% a year and AGG 0.03%. The main difference: AGG costs 0.13% less per year.

  • AGG costs 0.13% less per year.
  • AGG is much larger than NUAG. Larger funds are usually 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

NUAGAGG
Annual cost (TER)0.16%0.03%
Fund size (AUM)$94M$136.5B
Since20162003
Dividend yield4.50%3.96%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.6%+4.9%
CAGR 3Y+5.2%+4.2%
CAGR 5Y+0.5%+0.2%
Sharpe 3Y0.310.13
Volatility 1Y3.58%3.82%
Max drawdown-19.79%-18.43%

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

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