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AGG vs IUSB

Both AGG and IUSB are ETFs. AGG has a lower 5-year return than IUSB (4.01% vs 4.6%). AGG has a lower expense ratio than IUSB (0.04% vs 0.06%). Below is the comparison between AGG and IUSB.

AGG IUSB
Segment Fixed Income: U.S. - Broad Market Investment Grade Fixed Income: U.S. - Broad Market
Issuer BlackRock BlackRock
Net Assets $85.21B $6.02B
Expense Ratio 0.04% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.14% 2.45%
Underlying Index Bloomberg Barclays U.S. Aggregate Bond Index Bloomberg Barclays U.S. Universal Index
YTD Return -0.80% -0.60%
1-Year Return 5.86% 6.28%
3-Year Return 5.19% 5.31%
5-Year Return 4.01% 4.60%
10-Year Return 3.66% N/A

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 -0.80%
1-Month Return -0.56%
3-Month Return -0.15%
1-Year Return 5.86%
3-Year Return 5.19%
5-Year Return 4.01%
10-Year Return 3.66%
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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IUSB description

The Fund seeks investment results of an index composed of US.dollar-denominated bonds that are rated either investment-grade or high yield. The Fund generally invests at least 80% of its assets in the securities of the Underlying Index. The Underlying Index includes U.S. Treasury bonds and government-related bonds.

IUSB performance & returns

YTD Return -0.60%
1-Month Return -0.26%
3-Month Return 0.45%
1-Year Return 6.28%
3-Year Return 5.31%
5-Year Return 4.60%
10-Year Return N/A
IUSB expense ratio is 0.06%.

IUSB holdings

Top 10 Holdings (15.02% of Total Assets)

Name Symbol % Assets
BlackRock Cash Funds Instl SL Agency BISXX 8.30%
Federal National Mortgage Association 2% N/A 1.04%
United States Treasury Bonds 2.38% N/A 0.87%
United States Treasury Notes 2.5% N/A 0.86%
US Treasury Note 0.25% N/A 0.84%
United States Treasury Notes 0.63% N/A 0.71%
Federal Home Loan Mortgage Corporation 3% N/A 0.62%
Government National Mortgage Association 3% N/A 0.60%
United States Treasury Notes 1.38% N/A 0.59%
Federal National Mortgage Association 2.5% N/A 0.59%

Other relevant IUSB comparisons

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