LQD vs AGG

Both AGG and LQD are ETFs. AGG has a lower 5-year return than LQD (-0.45% vs -0.17%). AGG has a lower expense ratio than LQD (0.03% vs 0.14%). Below is the comparison between AGG and LQD.

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AGG LQD
Security Type ETF ETF
Category Intermediate-Term Bond Corporate Bond
Family BlackRock BlackRock
Net Assets $80.54B N/A
Expense Ratio 0.03% 0.14%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.16% 3.09%
Underlying Index Bloomberg Barclays U.S. Aggregate Bond Index Markit iBoxx $ Liquid Investment Grade Index
YTD Return -15.91% -22.50%
1-Year Return -15.58% -21.90%
3-Year Return -3.72% -4.91%
5-Year Return -0.45% -0.17%
10-Year Return 0.71% 1.34%

AGG

AGG description

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AGG performance & returns

YTD Return -15.91%
1-Month Return -2.63%
3-Month Return -7.68%
1-Year Return -15.58%
3-Year Return -3.72%
5-Year Return -0.45%
10-Year Return 0.71%
AGG expense ratio is 0.03%.

AGG holdings

Top 10 Holdings (13.35% of Total Assets)

Name Symbol % Assets
BlackRock Cash Funds Instl SL Agency BISXX 8.21%
Federal National Mortgage Association 2% N/A 1.33%
Federal National Mortgage Association 2.5% N/A 0.84%
Government National Mortgage Association 2.5% N/A 0.73%
Federal National Mortgage Association 1.5% N/A 0.58%
United States Treasury Notes 0.75% N/A 0.56%
United States Treasury Notes 0.38% N/A 0.55%
United States Treasury Bonds 1.88% N/A 0.55%

AGG pros

The following are AGG strengths from our perspective:

  • AGG 15-year return is 3.1%, which is in line with the 15-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 3.22%.
  • AGG expense ratio is 0.03%, which is considered low. Nice job picking a low-cost fund.

AGG cons

The following are AGG weaknesses from our perspective:

  • AGG 3-year return is -3.72%, which is lower than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), -1.07%.
  • AGG 5-year return is -0.45%, which is lower than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.54%.
  • AGG 10-year return is 0.71%, which is lower than the 10-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 1.41%.

Other relevant AGG comparisons

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LQD

LQD description

null

LQD performance & returns

YTD Return -22.50%
1-Month Return -3.81%
3-Month Return -9.92%
1-Year Return -21.90%
3-Year Return -4.91%
5-Year Return -0.17%
10-Year Return 1.34%
LQD expense ratio is 0.14%.

LQD holdings

Top 10 Holdings (3.12% of Total Assets)

Name Symbol % Assets
BlackRock Cash Funds Treasury SL Agency XTSLA 0.95%
GE Capital International Funding Company Unlimited Company 4.42% N/A 0.34%
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 N/A 0.23%
Goldman Sachs Group, Inc. 6.75% N/A 0.22%
T-Mobile USA, Inc. 3.88% N/A 0.21%
CVS Health Corp 4.3% N/A 0.21%
T-Mobile USA, Inc. N/A 0.20%
AT&T Inc 3.5% N/A 0.20%

LQD pros

The following are LQD strengths from our perspective:

  • LQD 10-year return is 1.34%, which is in line with the 10-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 1.41%.
  • LQD 15-year return is 4.29%, which is higher than the 15-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 3.22%.
  • LQD expense ratio is 0.14%, which is considered low. Nice job picking a low-cost fund.

LQD cons

The following are LQD weaknesses from our perspective:

  • LQD net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • LQD 3-year return is -4.91%, which is lower than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), -1.07%.
  • LQD 5-year return is -0.17%, which is lower than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.54%.

Other relevant LQD comparisons

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

Or use Finny's Comparison Tool 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.