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

In the year to Oct 28, 2026, with distributions reinvested, AGG returned −1.4% and AVUS +18.0%.

Which is cheaper, AGG or AVUS?

AGG is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

AGG vs AVUS: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AGG returned −1.4% to AVUS's +18.0%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $139.4bn for iShares Core U.S. Aggregate Bond ETF and $14.8bn for Avantis U.S. Equity ETF.

AGG on its own →AVUS on its own →

At a glance

−1.4%

AGG total return, 1 year

+18.0%

AVUS total return, 1 year

0.03%

AGG expense ratio

0.15%

AVUS expense ratio

Pair scorecard

AGG costs 0.12 points a year less; their one-year returns differ by 19.4 points; AGG is 9.4 times larger.

AGG vs AVUS: Differences, Returns & Fees
Measure	AGG	AVUS
Return
Measure	AGG	AVUS
Total return, 1 year	−1.4%	+18.0%
Drawdown
Measure	AGG	AVUS
Below its high	3.4%, high on Aug 4, 2020
Benchmark
Measure	AGG	AVUS
What it tracks	Bloomberg U.S. Aggregate Bond Index	No index, actively managed
Cost and size
Measure	AGG	AVUS
Expense ratio	0.03%	0.15%
Net assets, as of Oct 27, 2026	$139.4bn	$14.8bn
Holdings
Measure	AGG	AVUS
Holdings in common	0%
In the S&P 500, by weight		84%
Top ten holdings, share of the fund		30.0%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, AGG and AVUS hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first AGG AVUS

Only in one fund ↓

Only in AGG

BLACKROCK CASH CL INST SL AGENCY 3.02%

TREASURY NOTE 0.40%

TREASURY NOTE (OLD) 0.40%

TREASURY NOTE 0.40%

TREASURY NOTE 0.39%

TREASURY NOTE 0.38%

Only in AVUS

APPLE INC COMMON STOCK USD.00001 5.90%

NVIDIA CORP COMMON STOCK USD.001 5.54%

MICROSOFT CORP COMMON STOCK USD.00000625 4.71%

AMAZON.COM INC COMMON STOCK USD.01 3.39%

MICRON TECHNOLOGY INC COMMON STOCK USD.1 2.19%

META PLATFORMS INC CLASS A COMMON STOCK USD.000006 2.13%

ALPHABET INC CL A COMMON STOCK USD.001 1.89%

ALPHABET INC CL C COMMON STOCK USD.001 1.52%

Check overlap with more funds →

Side by side

AGG iShares Core U.S. Aggregate Bond ETF AVUS Avantis U.S. Equity ETF

Where it sits Bond ETF Stock ETF

Issuer iShares Avantis

What it is Tracks an index of US aggregate bonds Actively managed

Total return, 1 year −1.4% +18.0%

Its benchmark over the same days −1.3% (SCHZ) +13.3% (IWV)

Gap to its benchmark −0.1 pts vs SCHZ +4.7 pts vs IWV

Expense ratio 0.03% 0.15%

Holdings 13469 1943

Net assets, as of Oct 27, 2026 $139.4bn $14.8bn

AGG and AVUS on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

AGG

AGG tracks an index of US aggregate bonds. Over the year to Oct 28, 2026 it returned −1.4% with distributions reinvested, against −1.3% for its benchmark, the Bloomberg U.S. Aggregate Bond Index. The prospectus expense ratio is 0.03% a year. It sat 3.4% below its high of Aug 4, 2020 on Oct 28, 2026.

AVUS

Over the year to Oct 28, 2026 it returned +18.0% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000.

AVUS is actively managed and tracks no index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 1,943 positions, with the top ten at 30.0%.

Questions people ask

Which returned more over the last year, AGG or AVUS?: In the year to Oct 28, 2026, with distributions reinvested, AGG returned −1.4% and AVUS +18.0%.
Which is cheaper, AGG or AVUS?: AGG is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

AGG vs DGRW AGG vs XLG AGG vs MTUM AGG vs SPHQ AVUS vs BND AVUS vs SGOV AVUS vs BNDX AVUS vs VCIT

Where to next

AGG on its own →AVUS on its own →Hold both: look the portfolio through →Rankings →AGG dividend history →AGG holdings →AVUS dividend history →AVUS holdings →Standards and sources →

Sources and dates

AGG filings on SEC EDGAR ↗

AGG prospectus with the expense ratio (SEC) ↗

iShares page for AGG ↗

AVUS filings on SEC EDGAR ↗

AVUS prospectus with the expense ratio (SEC) ↗

Avantis website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

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ETFIQ, AGG against AVUS, data as of Oct 28, 2026. https://etfiq.com/compare/any/agg-vs-avus

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.