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AGG vs IEF

Both AGG and IEF are ETFs. AGG has a higher 5-year return than IEF (3.59% vs 2.89%). AGG has a lower expense ratio than IEF (0.04% vs 0.15%). Below is the comparison between AGG and IEF.

AGG IEF
Segment Fixed Income: U.S. - Broad Market Investment Grade Fixed Income: U.S. Government Treasury Intermediate
Issuer BlackRock BlackRock
Net Assets $86.17B $13.88B
Expense Ratio 0.04% 0.15%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.14% 1.08%
Underlying Index Bloomberg Barclays U.S. Aggregate Bond Index ICE U.S. Treasury 7-10 Year Bond Index
YTD Return -1.83% -2.78%
1-Year Return 3.41% 3.76%
3-Year Return 5.37% 6.43%
5-Year Return 3.59% 2.89%
10-Year Return 3.62% 4.34%

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 expense ratio is 0.04%.

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%
United States Treasury Notes 2.5% N/A 0.62%
Federal National Mortgage Association 2% N/A 0.62%
Government National Mortgage Association 2.5% N/A 0.58%
Gnma2 30yr 2016 Production N/A 0.58%
Fnma Pass-Thru I 2.5% N/A 0.58%
Fgold 30yr 2016 Production N/A 0.58%

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IEF description

The Fund seeks investment results that correspond generally to the price and yield performance of the intermediate-term sector of the U.S. Treasury market as defined by the Barclays Capital 7-10 Year Treasury Index.

IEF performance & returns

YTD Return -2.78%
1-Month Return -1.61%
3-Month Return -2.93%
1-Year Return 3.76%
3-Year Return 6.43%
5-Year Return 2.89%
10-Year Return 4.34%
IEF expense ratio is 0.15%.

IEF holdings

Top 10 Holdings (85.26% of Total Assets)

Name Symbol % Assets
United States Treasury Notes 0.63% N/A 22.26%
United States Treasury Notes 3.13% N/A 14.74%
United States Treasury Notes 2.63% N/A 11.51%
United States Treasury Notes 2.88% N/A 11.28%
United States Treasury Notes 2.38% N/A 9.17%
United States Treasury Notes 1.5% N/A 7.01%
United States Treasury Notes 2.75% N/A 6.01%
United States Treasury Notes 1.63% N/A 1.68%
United States Treasury Notes 1.75% N/A 1.60%

Other relevant IEF comparisons

You may also want to check out the following IEF comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

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.
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