Get comparisons, analyses and forecasts for stocks, ETFs & funds
AGG vs LQD
Both AGG and LQD are ETFs. AGG has a lower 5-year return than LQD (4.01% vs 7%). AGG has a lower expense ratio than LQD (0.04% vs 0.14%). Below is the comparison between AGG and LQD.
| AGG | LQD | |
|---|---|---|
| Segment | Fixed Income: U.S. - Broad Market Investment Grade | Fixed Income: U.S. - Corporate Investment Grade |
| Issuer | BlackRock | BlackRock |
| Net Assets | $85.21B | $55.24B |
| Expense Ratio | 0.04% | 0.14% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 2.14% | 2.66% |
| Underlying Index | Bloomberg Barclays U.S. Aggregate Bond Index | Markit iBoxx $ Liquid Investment Grade Index |
| YTD Return | -0.80% | -1.44% |
| 1-Year Return | 5.86% | 8.64% |
| 3-Year Return | 5.19% | 7.51% |
| 5-Year Return | 4.01% | 7.00% |
| 10-Year Return | 3.66% | 5.91% |
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% |
Other relevant AGG comparisons
You may also want to check out the following AGG comparisons that investors often look for on Finny
- AGG vs IUSB
- AGG vs SCHZ
- AGG vs BLV
- AGG vs IEF
- AGG vs IEF
- AGG vs IEF
- AGG vs IEF
- AGG vs IEF
- AGG vs IEF
- AGG vs IEF
Or use Finny Compare Wizard to create a comparison you’d like to see.
LQD description
The Fund seeks to track the investment results of the Markit iBoxx USD Liquid Investment Grade Index which is a rules-based index consisting of liquid, US dollar-denominated, investment grade corporate bonds for sale in the US. The Fund invests at least 90% in component securities and at least 95% in corporate bonds.
LQD performance & returns
| YTD Return | -1.44% |
| 1-Month Return | -0.75% |
| 3-Month Return | 1.04% |
| 1-Year Return | 8.64% |
| 3-Year Return | 7.51% |
| 5-Year Return | 7.00% |
| 10-Year Return | 5.91% |
LQD expense ratio is 0.14%.
LQD holdings
Top 10 Holdings (4.18% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| BlackRock Cash Funds Treasury SL Agency | XTSLA | 1.85% |
| GE Capital International Funding Company Unlimited Company 4.42% | N/A | 0.32% |
| At&T 144A 3.55% | N/A | 0.31% |
| Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9% | N/A | 0.30% |
| CVS Health Corp 5.05% | N/A | 0.26% |
| CVS Health Corp 4.3% | N/A | 0.26% |
| At&T 144A 3.65% | N/A | 0.24% |
| Goldman Sachs Group, Inc. 6.75% | N/A | 0.23% |
| Microsoft Corporation 2.52% | N/A | 0.21% |
| At&T 144A 3.5% | N/A | 0.20% |
Other relevant LQD comparisons
You may also want to check out the following LQD comparisons that investors often look for on Finny
- LQD vs CRED
- LQD vs IEF
- LQD vs SLQD
- LQD vs TLT
- LQD vs VCIT
- LQD vs IEF
- LQD vs BND
- LQD vs SPY
- SLQD vs BSV
- LQD vs JNK
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.
