Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
AGG vs IYR: how they differ
AGG is a bond index fund and IYR an equity index fund, and over the year IYR returned more, +4.7% against −0.7%.
iShares Core U.S. Aggregate Bond ETF and iShares U.S. Real Estate ETF.
| AGG iShares Core U.S. Aggregate Bond ETF | IYR iShares U.S. Real Estate ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | iShares |
| What it is | US aggregate bonds | U.S. Real Estate |
| Total return, 1 year | −0.7% | +4.7% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −18.2 pts | −12.8 pts |
| Expense ratio | 0.03% | 0.37% |
| Holdings | not filed | 61 |
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.
IYR in plain words
IYR is an index equity fund tracking the U.S. Real Estate. Over the year to Sep 11, 2026 it returned +4.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.37% a year. By its holdings filed for Jun 30, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 61 positions, with the top ten at 51.5%. It sat 6.1% below its high of Jul 28, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, AGG or IYR?
- In the year to Sep 12, 2026, with distributions reinvested, AGG returned −0.7% and IYR returned +4.7%, so IYR returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, AGG or IYR?
- AGG charges 0.03% a year and IYR charges 0.37%, so AGG is cheaper. Fees come from each fund's prospectus.
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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.
Cite this page. ETFIQ, AGG against IYR, data as of Sep 12, 2026. https://etfiq.com/compare/any/AGG-IYR Free to use with attribution; the underlying files are at Open data.
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