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

In the year to Oct 28, 2026, with distributions reinvested, AGG returned −1.4% and IYR +3.4%.

Which is cheaper, AGG or IYR?

AGG is cheaper, by 0.34 percentage points a year. That is about $34 on $10,000 held for a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

AGG vs IYR: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AGG returned −1.4% to IYR's +3.4%; 0% of their weight is in the same names.

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Net assets: $139.4bn on Oct 27, 2026 for iShares Core U.S. Aggregate Bond ETF, and $3.9bn on Oct 28, 2026 for iShares U.S. Real Estate ETF.

AGG on its own →IYR on its own →

At a glance

−1.4%

AGG total return, 1 year

+3.4%

IYR total return, 1 year

0.03%

AGG expense ratio

0.37%

IYR expense ratio

Pair scorecard

AGG costs 0.34 points a year less; their one-year returns differ by 4.8 points; AGG is far larger, $139.3bn against $4.0bn.

AGG vs IYR: Differences, Returns & Fees
Measure	AGG	IYR
Return
Measure	AGG	IYR
Total return, 1 year	−1.4%	+3.4%
Drawdown
Measure	AGG	IYR
Below its high	3.4%, high on Aug 4, 2020	8.6%, high on Jul 28, 2026
Benchmark
Measure	AGG	IYR
What it tracks	Bloomberg U.S. Aggregate Bond Index	Dow Jones U.S. Real Estate Capped Index
Cost and size
Measure	AGG	IYR
Expense ratio	0.03%	0.37%
Net assets, as of Oct 26, 2026	$139.3bn	$4.0bn
Holdings
Measure	AGG	IYR
Holdings in common	0%
In the S&P 500, by weight		80%
Top ten holdings, share of the fund		52.5%

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

What they share

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

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 IYR

WELLTOWER 9.85%

PROLOGIS REIT 8.77%

AMERICAN TOWER REIT 4.96%

SIMON PROPERTY GROUP REIT INC 4.71%

EQUINIX REIT 4.57%

DIGITAL REALTY TRUST REIT 4.54%

REALTY INCOME REIT 4.19%

PUBLIC STORAGE REIT 4.10%

Check overlap with more funds →

Side by side

AGG iShares Core U.S. Aggregate Bond ETF IYR iShares U.S. Real Estate ETF

Where it sits Bond ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index of US aggregate bonds Tracks an index of U.S. Real Estate

Total return, 1 year −1.4% +3.4%

Its benchmark over the same days −1.3% (SCHZ) not measured

Gap to its benchmark −0.1 pts vs SCHZ not measured

Expense ratio 0.03% 0.37%

Holdings 13469 59

Net assets, AGG as of Oct 27, 2026 and IYR as of Oct 28, 2026 $139.4bn $3.9bn

AGG and IYR 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.

IYR

IYR tracks an index of U.S. Real Estate. Over the year to Oct 28, 2026 it returned +3.4% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 59 positions, with the top ten at 52.5%. It sat 8.6% below its high of Jul 28, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, AGG or IYR?: In the year to Oct 28, 2026, with distributions reinvested, AGG returned −1.4% and IYR +3.4%.
Which is cheaper, AGG or IYR?: AGG is cheaper, by 0.34 percentage points a year. That is about $34 on $10,000 held for a year. Fees come from each fund's prospectus.

Other comparisons

AGG vs SCHH AGG vs VNQ AGG vs XLRE AGG vs VOX BND vs IYR IYR vs SGOV BNDX vs IYR IYR vs VCIT

Where to next

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

Sources and dates

AGG and IYR filings on SEC EDGAR ↗

AGG prospectus with the expense ratio (SEC) ↗

iShares page for AGG ↗

IYR prospectus with the expense ratio (SEC) ↗

iShares page for IYR ↗

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 IYR, data as of Oct 28, 2026. https://etfiq.com/compare/any/agg-vs-iyr

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