VCIT vs. AGG

This is a comparison between VCIT 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 VCIT
Segment Fixed Income: U.S. - Broad Market Investment Grade Fixed Income: U.S. - Corporate Investment Grade Intermediate
Net Assets $55.08B $18.89B
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 Corporate Bond Index
YTD Return -1.64% -3.05%
1-Year Return -0.54% -1.35%
3-Year Return 1.69% 2.61%
5-Year Return 2.24% 3.55%
10-Year Return 3.58% 0.00%
1-Year Tax Cost Ratio 1.01% 1.40%
VCIT description

The Fund seeks to track the performance of a market-weighted corporate bond index with an intermediate-term dollar-weighted average maturity. The Fund employs a "passive management - or indexing - investment approach designed to track the performance of the Barclays Capital U.S. 5-10 Year Corporate Bond Index.

VCIT returns
YTD Return -3.05%
1-Month Return -0.17%
3-Month Return -0.66%
1-Year Return -1.35%
3-Year Return 2.61%
5-Year Return 3.55%
10-Year Return 0.00%
VCIT expense ratio is 0.07%
VCIT holdings

Top 10 Holdings (0.29% of Total Assets)

Name Symbol % Assets
Anheuser Busch Inbev Fin 3.65% N/A 0.29%
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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