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IVV vs. AGG

iShares Core S&P 500 ETF

IVV
$--
vs

iShares Core U.S. Aggregate Bond ETF

AGG
$--

Correlation

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

What is IVV?

The iShares S&P 500 Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of U.S. large-cap stocks as represented by the Standard & Poors 500 Index.

Snapshot
**

IVV iShares Core S&P 500 ETF
AGG iShares Core U.S. Aggregate Bond ETF
Inception date
May 15 2000
Sep 22 2003
Expense ratio
0.03%
0.03%
IVV and AGG have the same expense ratio, meaning it’s equally as costly to invest in either one.
Type
US Equities
US Bonds
IVV targets investing in US Equities, while AGG targets investing in US Bonds.
Fund owner
Blackrock (iShares)
Blackrock (iShares)
IVV is managed by Blackrock (iShares), while AGG is managed by Blackrock (iShares).
Volume (1m avg. daily)
$1,773,176,007
$631,408,505
Both IVV and AGG 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
$342,279,931,285
$91,680,069,240
IVV has more assets under management than AGG by $250,599,862,045. Higher AUM can be associated with better liquidity and lower slippage in trading.
Associated index
S&P 500 Index
Bloomberg US Aggregate Bond Index
IVV is based off of the S&P 500 Index, while AGG is based off of the Bloomberg US Aggregate Bond Index
Inverse/Leveraged
No
No
IVV and AGG 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
IVV and AGG 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
IVV and AGG may offer dividends. The frequency and yield of the dividend may not be the same.
Prospectus
Neither IVV nor AGG 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 toIVV

#DSS

Diversify with Sin Stocks

Category

Grow Your Portfolio, Diversification

Risk Rating

Aggressive

Automated Strategies
Related toAGG

#DPE

Diversify with Private Equity

Category

Getting Started, Go Global, Diversification

Risk Rating

Moderate

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.