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AGG vs VBMFX
AGG is an ETF, whereas VBMFX is a mutual fund. AGG has a higher 5-year return than VBMFX (3.31% vs 3.22%). AGG has a lower expense ratio than VBMFX (0.05% vs 0.15%). Below is the comparison between AGG and VBMFX.
|Security Type||ETF||Mutual fund|
|Segment||Fixed Income: U.S. - Broad Market Investment Grade||Taxable Fixed Income: Intermediate-Term Bond|
|Management Style||passive (index-based)||passive (index-based)|
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.
Top 10 Holdings (0.00% of Total Assets)
The Fund seeks to generate returns that track the performance of the Barclays U.S. Aggregate Float Adjusted Index, and will maintain a dollar-weighted average maturity consistent with that of the index. The Index measures investment-grade, taxable fixed income securities in the U.S.
Top 10 Holdings (3.95% of Total Assets)
|United States Treasury Notes 2.88%||N/A||0.43%|
|United States Treasury Notes 2.12%||N/A||0.43%|
|United States Treasury Notes 2.12%||N/A||0.42%|
|United States Treasury Notes 1.75%||N/A||0.42%|
|United States Treasury Notes 3.12%||N/A||0.4%|
|United States Treasury Notes 2.38%||N/A||0.38%|
|United States Treasury Notes 2.62%||N/A||0.37%|
|United States Treasury Notes 2.5%||N/A||0.37%|
|United States Treasury Notes 2.38%||N/A||0.37%|
|United States Treasury Bonds 3%||N/A||0.36%|