AGG vs SPY

Both AGG and SPY are ETFs. AGG has a lower 5-year return than SPY (4.42% vs 12.2%). AGG has a lower expense ratio than SPY (0.04% vs 0.09%). Below is the comparison between AGG and SPY.

AGG SPY
Segment Fixed Income: U.S. - Broad Market Investment Grade Equity: U.S. - Large Cap
Issuer BlackRock State Street Global Advisors
Net Assets $72.06B $252.39B
Expense Ratio 0.04% 0.09%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.54% 1.99%
Underlying Index Bloomberg Barclays U.S. Aggregate Bond Index S&P 500
YTD Return 7.76% 5.05%
1-Year Return 8.62% 18.54%
3-Year Return 5.56% 12.68%
5-Year Return 4.42% 12.20%
10-Year Return 3.75% 13.80%

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 7.76%
1-Month Return 1.08%
3-Month Return 2.84%
1-Year Return 8.62%
3-Year Return 5.56%
5-Year Return 4.42%
10-Year Return 3.75%
AGG expense ratio is 0.04%.

AGG holdings

Top 10 Holdings (5.67% of Total Assets)

Name Symbol % Assets
Fnma Pass-Thru I 3% N/A 1.01%
United States Treasury Notes 2.5% N/A 0.67000003%
Fgold 30yr 2016 Production N/A 0.66000004%
United States Treasury Notes 1.5% N/A 0.61000003%
Gnma2 30yr 2017 Production N/A 0.6%
Gnma2 30yr 2016 Production N/A 0.58999998%
United States Treasury Notes 1.13% N/A 0.54%
United States Treasury Notes 1.88% N/A 0.52%
United States Treasury Notes 2% N/A 0.47%

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SPY description

The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

SPY performance & returns

YTD Return 5.05%
1-Month Return 6.63%
3-Month Return 16.81%
1-Year Return 18.54%
3-Year Return 12.68%
5-Year Return 12.20%
10-Year Return 13.80%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (26.86% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6%
Apple Inc AAPL 5.7800002%
Amazon.com Inc AMZN 4.4899996%
Facebook Inc A FB 2.12%
Alphabet Inc A GOOGL 1.65%
Alphabet Inc Class C GOOG 1.61%
Johnson & Johnson JNJ 1.4400001%
Berkshire Hathaway Inc Class B BRK.B 1.35%
Visa Inc Class A V 1.27%
Procter & Gamble Co PG 1.15%

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