AGG vs TIP

Both AGG and TIP are ETFs. AGG has a lower 5-year return than TIP (4.02% vs 4.39%). AGG has a lower expense ratio than TIP (0.04% vs 0.19%). Below is the comparison between AGG and TIP.

AGG TIP
Segment Fixed Income: U.S. - Broad Market Investment Grade Fixed Income: U.S. Government TIPS
Issuer BlackRock BlackRock
Net Assets $72.06B $19.43B
Expense Ratio 0.04% 0.19%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.54% 1.93%
Underlying Index Bloomberg Barclays U.S. Aggregate Bond Index Bloomberg Barclays U.S. Treasury Inflation Protected Securities (TIPS) Index (Series-L)
YTD Return 6.73% 9.29%
1-Year Return 7.02% 10.39%
3-Year Return 5.06% 5.63%
5-Year Return 4.02% 4.39%
10-Year Return 3.56% 3.20%

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 6.73%
1-Month Return -0.20%
3-Month Return -0.23%
1-Year Return 7.02%
3-Year Return 5.06%
5-Year Return 4.02%
10-Year Return 3.56%
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 0.67%
Fgold 30yr 2016 Production N/A 0.66%
United States Treasury Notes 1.5% N/A 0.61%
Gnma2 30yr 2017 Production N/A 0.60%
Gnma2 30yr 2016 Production N/A 0.59%
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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TIP description

The Fund seeks to replicate the Barclays Capital U.S. Treasury Inflation Notes Index. In order to achieve its objective, the fund will us a passive indexing approach.

TIP performance & returns

YTD Return 9.29%
1-Month Return 0.20%
3-Month Return 2.12%
1-Year Return 10.39%
3-Year Return 5.63%
5-Year Return 4.39%
10-Year Return 3.20%
TIP expense ratio is 0.19%.

TIP holdings

Top 10 Holdings (19.49% of Total Assets)

Name Symbol % Assets
United States Treasury Notes 0.5% N/A 4.49%
United States Treasury Bonds 0.75% N/A 3.97%
United States Treasury Notes 0.63% N/A 3.90%
United States Treasury Notes 0.38% N/A 3.58%
United States Treasury Notes 0.13% N/A 3.55%

Other relevant TIP comparisons

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