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AGG vs. IVV

iShares Core U.S. Aggregate Bond ETF

AGG
$--
vs

iShares Core S&P 500 ETF

IVV
$--

Correlation

0.28
AGGiShares Core U.S. Aggregate Bond ETF
IVViShares Core S&P 500 ETF

What is AGG?

The iShares Core U.S. Aggregate Bond ETF seeks investment results that correspond generally to the price and yield performance before fees and expenses of the total United States investment grade bond market as defined by the Bloomberg U.S. Aggregate Bond Index.

Snapshot
**

AGG iShares Core U.S. Aggregate Bond ETF
IVV iShares Core S&P 500 ETF
Inception date
Sep 22 2003
May 15 2000
Expense ratio
0.03%
0.03%
AGG and IVV have the same expense ratio, meaning it’s equally as costly to invest in either one.
Type
US Bonds
US Equities
AGG targets investing in US Bonds, while IVV targets investing in US Equities.
Fund owner
Blackrock (iShares)
Blackrock (iShares)
AGG is managed by Blackrock (iShares), while IVV is managed by Blackrock (iShares).
Volume (1m avg. daily)
$631,408,505
$1,773,176,007
Both AGG and IVV are considered high-volume assets. They’re less likely to be affected by issues like slippage and failed orders on Composer than low-volume assets.
AUM
$91,680,069,240
$342,279,931,285
AGG has more assets under management than IVV by $250,599,862,045. Higher AUM can be associated with better liquidity and lower slippage in trading.
Associated index
Bloomberg US Aggregate Bond Index
S&P 500 Index
AGG is based off of the Bloomberg US Aggregate Bond Index, while IVV is based off of the S&P 500 Index
Inverse/Leveraged
No
No
AGG and IVV use the same leverage ratio. Inverse and leveraged ETFs can be used to either take an opposite position or amplify returns of a given index.
Passive/Active
Passive
Passive
AGG and IVV both use a Passive investing strategy. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.
Dividend
No
No
AGG and IVV may offer dividends. The frequency and yield of the dividend may not be the same.
Prospectus
Neither AGG nor IVV require a K1.
When ETFs are uncorrelated, it’s common for them to be used as complements in a trading strategy. This means it makes sense to be holding both of them at the same time, or to use one as a hedge for the other.

Automated Strategies
Related toAGG

#DPE

Diversify with Private Equity

Category

Getting Started, Go Global, Diversification

Risk Rating

Moderate

Automated Strategies
Related toIVV

#DSS

Diversify with Sin Stocks

Category

Grow Your Portfolio, Diversification

Risk Rating

Aggressive

Create your own algorithmic
trading strategy

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.