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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 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 and IYR on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
AGG
iShares Core U.S. Aggregate Bond ETF
IYR
iShares U.S. Real Estate ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isUS aggregate bondsU.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 ratio0.03%0.37%
Holdingsnot filed61

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.

AGG against IYR, 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 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.

A comparison is not a recommendation. Standards and sources