AGG vs LQD

Both AGG and LQD are ETFs. AGG has a lower 5-year return than LQD (4.02% vs 6.4%). AGG has a lower expense ratio than LQD (0.04% vs 0.15%). Below is the comparison between AGG and LQD.

AGG LQD
Segment Fixed Income: U.S. - Broad Market Investment Grade Fixed Income: U.S. - Corporate Investment Grade
Issuer BlackRock BlackRock
Net Assets $72.06B $45.18B
Expense Ratio 0.04% 0.15%
Management Style passive (index-based) passive (index-based)
Dividend Yield 2.54% 3.20%
Underlying Index Bloomberg Barclays U.S. Aggregate Bond Index Markit iBoxx $ Liquid Investment Grade Index
YTD Return 6.73% 8.07%
1-Year Return 7.02% 9.94%
3-Year Return 5.06% 7.17%
5-Year Return 4.02% 6.40%
10-Year Return 3.56% 5.68%

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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LQD description

The Fund seeks to track the investment results of the Markit iBoxx USD Liquid Investment Grade Index which is a rules-based index consisting of liquid, US dollar-denominated, investment grade corporate bonds for sale in the US. The Fund invests at least 90% in component securities and at least 95% in corporate bonds.

LQD performance & returns

YTD Return 8.07%
1-Month Return -0.23%
3-Month Return -0.53%
1-Year Return 9.94%
3-Year Return 7.17%
5-Year Return 6.40%
10-Year Return 5.68%
LQD expense ratio is 0.15%.

LQD holdings

Top 10 Holdings (2.45% of Total Assets)

Name Symbol % Assets
GE Capital International Funding Company Unlimited Company 4.42% N/A 0.31%
Anheuser-Busch Companies LLC / Anheuser-Busch InBev Worldwide Inc 4.9% N/A 0.31%
CVS Health Corp 5.05% N/A 0.29%
CVS Health Corp 4.3% N/A 0.28%
Microsoft Corporation 2.52% N/A 0.27%
Wells Fargo & Company 5.01% N/A 0.21%
T-Mobile USA, Inc. 3.88% N/A 0.21%
Goldman Sachs Group, Inc. 6.75% N/A 0.20%
AbbVie Inc. 4.25% N/A 0.19%
CVS Health Corp 4.78% N/A 0.18%

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