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

In the year to Sep 4, 2026, with distributions reinvested, AGG returned +1.3% and IWM returned +26.4%, so IWM returned more. One year is one year; the longer windows are in the table.

Which is cheaper, AGG or IWM?

AGG charges 0.03% a year and IWM charges 0.19%, so AGG is cheaper. Fees come from each fund's prospectus.

Data as of Sep 4, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

AGG vs IWM

Name: ETFIQ comparison of AGG and IWM
Creator: ETFIQ
License: https://etfiq.com/standards/

iShares Core U.S. Aggregate Bond ETF and iShares Russell 2000 ETF.

AGG and IWM on the fields both publish, as of Sep 4, 2026. Source: ETFIQ.
	AGG iShares Core U.S. Aggregate Bond ETF	IWM iShares Russell 2000 ETF
Where it sits	Core fund	Core fund
Issuer	iShares	iShares
What it is	US aggregate bonds	Russell 2000
Total return, 1 year	+1.3%	+26.4%
S&P 500 over the same days	+20.0%	+20.0%
Gap to the S&P 500	−18.6 pts	+6.5 pts
Expense ratio	0.03%	0.19%
Holdings	n/a	2014

AGG in plain words

AGG is a bond fund tracking US aggregate bonds. Over the year to Sep 4, 2026 it returned +1.3% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year.

IWM in plain words

IWM is a index equity fund tracking Russell 2000. Over the year to Sep 4, 2026 it returned +26.4% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.19% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 2014 positions, with the top ten at 3.4%.

Questions people ask

Which returned more over the last year, AGG or IWM?: In the year to Sep 4, 2026, with distributions reinvested, AGG returned +1.3% and IWM returned +26.4%, so IWM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AGG or IWM?: AGG charges 0.03% a year and IWM charges 0.19%, so AGG is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where to next

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AGG against IWM, ETFIQ, data as of Sep 4, 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 IWM, data as of Sep 4, 2026. https://etfiq.com/compare/any/AGG-IWM.html Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources