BIV vs. AGG

This is a comparison between BIV and AGG. The table below summarizes the key parameters for these two funds across several dimensions: return, expense ratio, net assets, segment and tax-cost ratio.

AGG BIV
Segment Fixed Income: U.S. - Broad Market Investment Grade Fixed Income: U.S. - Government/Credit Investment Grade Intermediate
Net Assets $55.08B $15.11B
Expense Ratio 0.05% 0.07%
Management Style passive (index-based) passive (index-based)
Underlying Index Bloomberg Barclays U.S. Aggregate Bond Index Bloomberg Barclays U.S. 5-10 Year Government/Credit Float Adjusted Index
YTD Return -1.64% -2.29%
1-Year Return -0.54% -1.52%
3-Year Return 1.69% 1.71%
5-Year Return 2.24% 2.55%
10-Year Return 3.58% 4.58%
1-Year Tax Cost Ratio 1.01% 1.15%
BIV description

The Fund seeks to track the performance of a market-weighted bond index with an intermediate-term dollar-weighted average maturity. The Fund employs an indexing investment approach designed to track the performance of the Barclays U.S. 5-10 Year Government/Credit Float Adjusted Index.

BIV returns
YTD Return -2.29%
1-Month Return 0.02%
3-Month Return -0.27%
1-Year Return -1.52%
3-Year Return 1.71%
5-Year Return 2.55%
10-Year Return 4.58%
BIV expense ratio is 0.07%
BIV holdings

Top 10 Holdings (1.75% of Total Assets)

Name Symbol % Assets
US Treasury Note 1.75% N/A 1.75%
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 returns
YTD Return -1.64%
1-Month Return 0.10%
3-Month Return -0.18%
1-Year Return -0.54%
3-Year Return 1.69%
5-Year Return 2.24%
10-Year Return 3.58%
AGG expense ratio is 0.05%
AGG holdings

Top 10 Holdings (0.00% of Total Assets)

Name Symbol % Assets
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