Which returned more over the last year, AGG or IWD?

In the year to Sep 12, 2026, with distributions reinvested, AGG returned −0.7% and IWD returned +27.4%, so IWD returned more. One year is one year; the longer windows are in the table.

Which is cheaper, AGG or IWD?

AGG charges 0.03% a year and IWD charges 0.18%, so AGG is cheaper. Fees come from each fund's prospectus.

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

AGG vs IWD: how they differ

AGG is a bond index fund and IWD an equity index fund, and over the year IWD returned more, +27.4% against −0.7%.

iShares Core U.S. Aggregate Bond ETF and iShares Russell 1000 Value ETF.

AGG and IWD on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	AGG iShares Core U.S. Aggregate Bond ETF	IWD iShares Russell 1000 Value ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	iShares
What it is	US aggregate bonds	Russell 1000 value
Total return, 1 year	−0.7%	+27.4%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−18.2 pts	+9.9 pts
Expense ratio	0.03%	0.18%
Holdings	not filed	870

AGG in plain words

AGG is a bond fund tracking the US aggregate bonds. Over the year to Sep 11, 2026 it returned −0.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. It sat 3.7% below its high of Aug 4, 2020 on Sep 11, 2026.

IWD in plain words

IWD is an index equity fund tracking the Russell 1000 value. Over the year to Sep 11, 2026 it returned +27.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% a year. By its holdings filed for Jun 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 870 positions, with the top ten at 27.9%.

Questions people ask

Which returned more over the last year, AGG or IWD?: In the year to Sep 12, 2026, with distributions reinvested, AGG returned −0.7% and IWD returned +27.4%, so IWD returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AGG or IWD?: AGG charges 0.03% a year and IWD charges 0.18%, so AGG is cheaper. Fees come from each fund's prospectus.

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Where these figures came from

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AGG against IWD, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AGG against IWD, data as of Sep 12, 2026. https://etfiq.com/compare/any/AGG-IWD Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources