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

In the year to Sep 12, 2026, with distributions reinvested, AGG returned −0.7% and USMV returned +6.6%, so USMV returned more. One year is one year; the longer windows are in the table.

Which is cheaper, AGG or USMV?

AGG charges 0.03% a year and USMV charges 0.15%, 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 USMV: how they differ

AGG is a bond index fund and USMV an equity index fund, and over the year USMV returned more, +6.6% against −0.7%.

iShares Core U.S. Aggregate Bond ETF and iShares MSCI USA Min Vol Factor ETF.

AGG and USMV on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	AGG iShares Core U.S. Aggregate Bond ETF	USMV iShares MSCI USA Min Vol Factor ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	iShares
What it is	US aggregate bonds	MSCI USA Min Vol Factor
Total return, 1 year	−0.7%	+6.6%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−18.2 pts	−10.9 pts
Expense ratio	0.03%	0.15%
Holdings	not filed	170

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.

USMV in plain words

USMV is an index equity fund tracking the MSCI USA Min Vol Factor. Over the year to Sep 11, 2026 it returned +6.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Apr 30, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 170 positions, with the top ten at 15.7%.

Questions people ask

Which returned more over the last year, AGG or USMV?: In the year to Sep 12, 2026, with distributions reinvested, AGG returned −0.7% and USMV returned +6.6%, so USMV returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AGG or USMV?: AGG charges 0.03% a year and USMV charges 0.15%, 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 USMV, 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 USMV, data as of Sep 12, 2026. https://etfiq.com/compare/any/AGG-USMV Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources