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

In the year to Oct 28, 2026, with distributions reinvested, AGG returned −1.4% and IWC +16.5%.

Which is cheaper, AGG or IWC?

AGG is cheaper, by 0.57 percentage points a year. That is about $57 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

AGG vs IWC: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AGG returned −1.4% to IWC's +16.5%; 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 $1.2bn for iShares Micro-Cap ETF.

AGG on its own →IWC on its own →

At a glance

−1.4%

AGG total return, 1 year

+16.5%

IWC total return, 1 year

0.03%

AGG expense ratio

0.60%

IWC expense ratio

Pair scorecard

AGG costs 0.57 points a year less; their one-year returns differ by 17.9 points; AGG is far larger, $139.4bn against $1.2bn.

AGG vs IWC: Differences, Returns & Fees
Measure	AGG	IWC
Return
Measure	AGG	IWC
Total return, 1 year	−1.4%	+16.5%
Drawdown
Measure	AGG	IWC
Below its high	3.4%, high on Aug 4, 2020	9.5%, high on Aug 14, 2026
Benchmark
Measure	AGG	IWC
What it tracks	Bloomberg U.S. Aggregate Bond Index	Russell Microcap Index
Cost and size
Measure	AGG	IWC
Expense ratio	0.03%	0.60%
Net assets, as of Oct 27, 2026	$139.4bn	$1.2bn
Holdings
Measure	AGG	IWC
Holdings in common	0%
In the S&P 500, by weight		92%
Top ten holdings, share of the fund		5.9%

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

What they share

By the books each fund has filed, AGG and IWC 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 IWC

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 IWC

CAREDX 0.88%

PENGUIN SOLUTIONS INC 0.73%

NURIX THERAPEUTICS 0.63%

SELLAS LIFE SCIENCES GROUP INC 0.60%

VIRIDIAN THERAPEUTICS ORS 0.59%

OUSTER 0.53%

INTERFACE 0.52%

STRIVE INC CLASS A 0.50%

Check overlap with more funds →

Side by side

AGG iShares Core U.S. Aggregate Bond ETF IWC iShares Micro-Cap ETF

Where it sits Bond ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index of US aggregate bonds Tracks the Russell Microcap

Total return, 1 year −1.4% +16.5%

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

Gap to its benchmark −0.1 pts vs SCHZ +3.2 pts vs IWV

Expense ratio 0.03% 0.60%

Holdings 13469 1365

Net assets, as of Oct 27, 2026 $139.4bn $1.2bn

AGG and IWC 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.

IWC

Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.

IWC tracks the Russell Microcap. The prospectus expense ratio is 0.60% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1,365 positions, with the top ten at 5.9%. It sat 9.5% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, AGG or IWC?: In the year to Oct 28, 2026, with distributions reinvested, AGG returned −1.4% and IWC +16.5%.
Which is cheaper, AGG or IWC?: AGG is cheaper, by 0.57 percentage points a year. That is about $57 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

AGG vs IJT AGG vs VB AGG vs IJR AGG vs VTWO BND vs IWC IWC vs SGOV BNDX vs IWC IWC vs VCIT

Where to next

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

Sources and dates

AGG and IWC filings on SEC EDGAR ↗

AGG prospectus with the expense ratio (SEC) ↗

iShares page for AGG ↗

IWC prospectus with the expense ratio (SEC) ↗

iShares page for IWC ↗

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.

Cite this pageCitation, APA and Markdown

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

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