Get comparisons, analyses and forecasts for stocks, ETFs & funds
AGG vs BLV
Both AGG and BLV are ETFs. AGG has a lower 5-year return than BLV (3.59% vs 7.01%). AGG has a lower expense ratio than BLV (0.04% vs 0.05%). Below is the comparison between AGG and BLV.
AGG | BLV | |
---|---|---|
Segment | Fixed Income: U.S. - Broad Market Investment Grade | Fixed Income: U.S. - Government/Credit Investment Grade Long-Term |
Issuer | BlackRock | Vanguard |
Net Assets | $86.17B | $5.45B |
Expense Ratio | 0.04% | 0.05% |
Management Style | passive (index-based) | passive (index-based) |
Dividend Yield | 2.14% | 2.95% |
Underlying Index | Bloomberg Barclays U.S. Aggregate Bond Index | Bloomberg Barclays U.S. Long Government/Credit Float Adjusted Index |
YTD Return | -1.83% | -6.71% |
1-Year Return | 3.41% | 2.27% |
3-Year Return | 5.37% | 9.08% |
5-Year Return | 3.59% | 7.01% |
10-Year Return | 3.62% | 7.60% |
AGG description
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States investment grade securities markets as defined by the Barclays Capital U.S. Aggregate Index.
AGG performance & returns
YTD Return | -1.83% |
1-Month Return | -1.18% |
3-Month Return | -1.54% |
1-Year Return | 3.41% |
3-Year Return | 5.37% |
5-Year Return | 3.59% |
10-Year Return | 3.62% |
AGG holdings
Top 10 Holdings (13.82% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
BlackRock Cash Funds Instl SL Agency | BISXX | 8.59% |
Federal National Mortgage Association 2.5% | N/A | 0.87% |
Fnma Pass-Thru I 3% | N/A | 0.80% |
Federal National Mortgage Association 2% | N/A | 0.62% |
United States Treasury Notes 2.5% | N/A | 0.62% |
Fgold 30yr 2016 Production | N/A | 0.58% |
Fnma Pass-Thru I 2.5% | N/A | 0.58% |
Gnma2 30yr 2016 Production | N/A | 0.58% |
Government National Mortgage Association 2.5% | N/A | 0.58% |
Other relevant AGG comparisons
You may also want to check out the following AGG comparisons that investors often look for on Finny
- AGG vs BIV
- AGG vs LQD
- AGG vs MUB
- AGG vs SHV
- AGG vs SHY
- AGG vs TLT
- AGG vs BND
- AGG vs SCHZ
- AGG vs AGGY
- AGG vs NUAG
- AGG vs AGZD
- AGG vs AGND
BLV description
The Fund seeks to track the performance of a market-weighted bond index with a long-term dollar-weighted average maturity. The Fund employs an indexing investment approach to track the performance of the Bloomberg Barclays U.S. Long Government/Credit Float Adjusted Index and invests by sampling the index.
BLV performance & returns
YTD Return | -6.71% |
1-Month Return | -4.39% |
3-Month Return | -6.74% |
1-Year Return | 2.27% |
3-Year Return | 9.08% |
5-Year Return | 7.01% |
10-Year Return | 7.60% |
BLV holdings
Top 10 Holdings (1.05% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
United States Treasury Bonds | N/A | 1.05% |
Other relevant BLV comparisons
You may also want to check out the following BLV comparisons that investors often look for on Finny
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.