Skip to Content
ETF Comparisons

IWM vs. AGG

iShares Russell 2000 ETF

IWM
$--
vs

iShares Core U.S. Aggregate Bond ETF

AGG
$--

Correlation

0.24

Compare with

Top 10 comparisons with IWM:
Compare:
IWM
Correlation
With:
AGG
iShares Core U.S. Aggregate Bond ETF
0.24
SwitchTNADirexion Shares ETF Trust - Direxion Dialy Small Cap Bull 3X Shares1.00URTYProShares Trust - ProShares UltraPro Russell2000 3x Shares1.00VTWOVanguard Group, Inc. - Vanguard Russell 2000 Index ETF1.00UWMProShares Trust - ProShares Ultra Russell 2000 2X Shares1.00SCHASchwab Strategic Trust - Schwab U.S. Small-Cap ETF1.00ESMLBlackRock Institutional Trust Company N.A. - iShares ESG Aware MSCI USA Small-Cap ETF0.99BBSCJ.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF0.99SMMDBlackRock Institutional Trust Company N.A. - iShares Russell 2500 ETF0.99NUSCNuveen Fund Advisors LLC - Nuveen ESG Small-Cap ETF0.99PRFZInvesco Capital Management LLC - Invesco FTSE RAFI US 1500 Small-Mid ETF0.99

Top 10 shared holdings

The top 10 holdings shared by IWM and AGG:

There are no shared holdings.
Invest with IWM
Learn more about AGG
IWMiShares Russell 2000 ETF
AGGiShares Core U.S. Aggregate Bond ETF

What is IWM?

The iShares Russell 2000 Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of the small capitalization sector of the U.S. equity market as represented by the Russell 2000 Index. The index represents the approximately 2000 smallest companies in the Russell 3000 Index.

Snapshot
**

IWM iShares Russell 2000 ETF
AGG iShares Core U.S. Aggregate Bond ETF
Inception date
May 22 2000
Sep 22 2003
Expense ratio
0.19%
0.03%
IWM has a higher expense ratio than AGG by 0.16%. This can indicate that it’s more expensive to invest in IWM than AGG.
Type
US Equities
US Bonds
IWM targets investing in US Equities, while AGG targets investing in US Bonds.
Fund owner
Blackrock (iShares)
Blackrock (iShares)
IWM is managed by Blackrock (iShares), while AGG is managed by Blackrock (iShares).
Volume (1m avg. daily)
$4,463,198,665
$631,408,505
Both IWM 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
$50,549,436,527
$91,680,069,240
IWM has more assets under management than AGG by $41,130,632,713. Higher AUM can be associated with better liquidity and lower slippage in trading.
Associated index
Russell 2000 Index
Bloomberg US Aggregate Bond Index
IWM is based off of the Russell 2000 Index, while AGG is based off of the Bloomberg US Aggregate Bond Index
Inverse/Leveraged
No
No
IWM 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
IWM 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
IWM and AGG may offer dividends. The frequency and yield of the dividend may not be the same.
Prospectus
View
View
Neither IWM 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 toIWM

#BTD

Buy the Dips: Nasdaq 100

Category

Featured, Technology Focus

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.