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

In the year to Oct 28, 2026, with distributions reinvested, AGG returned −1.4% and VO +12.8%.

Which is cheaper, AGG or VO?

Neither: AGG and VO both charge 0.03% a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

AGG vs VO: Differences, Returns & Fees

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Over the year to Oct 28, 2026, AGG returned −1.4% to VO's +12.8%; 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 $103.4bn on Sep 30, 2026 for Vanguard Morningstar Mid-Cap ETF.

AGG on its own →VO on its own →

At a glance

−1.4%

AGG total return, 1 year

+12.8%

VO total return, 1 year

0.03%

AGG expense ratio

0.03%

VO expense ratio

Pair scorecard

Both cost 0.03% a year; their one-year returns differ by 14.2 points; AGG is 1.3 times larger.

Points (pts) are percentage points.

AGG vs VO: Differences, Returns & Fees
Measure	AGG	VO
Return
Measure	AGG	VO
Total return, 1 year	−1.4%	+12.8%
Drawdown
Measure	AGG	VO
Below its high	3.4%, high on Aug 4, 2020	3.1%, high on Aug 14, 2026
Benchmark
Measure	AGG	VO
What it tracks	Bloomberg U.S. Aggregate Bond Index	Morningstar US Mid Cap Index (formerly CRSP US Mid Cap Index)
Cost and size
Measure	AGG	VO
Expense ratio	0.03%	0.03%
Net assets, as of Sep 30, 2026	$135.7bn	$103.4bn
Holdings
Measure	AGG	VO
Holdings in common	0%
In the S&P 500, by weight		91%
Top ten holdings, share of the fund		9.7%

Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method

Risk and return

Feb 6, 2004 to Oct 23, 2026 · 1,185 weekly returns

AGG VO

Return

Total return edge VO +93.0% +797.9%

Annualized edge VO +2.9% +10.1%

Price return edge VO −6.6% +546.9%

Risk

Volatility edge AGG 5.1% 19.6%

Max drawdown edge AGG −18.2% −58.4%

Risk-adjusted

Sharpe edge VO 0.24 0.50

Sortino edge VO 0.32 0.71

Calmar edge VO (slight) 0.16 0.17

Reading

VO returned more: +797.9% to +93.0%. AGG swung less: 5.1% to 19.6%. AGG fell less at its worst: −18.2% to −58.4%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: AGG vs VO: Differences, Returns & Fees
Measure	AGG	VO	Edge	How it is measured
Return
Total return	+93.0%	+797.9%	VO	Price change plus distributions, reinvested.
Annualized	+2.9%	+10.1%	VO	Total return as a yearly rate.
Price return	−6.6%	+546.9%	VO	Price change alone, distributions left out.
Risk
Volatility	5.1%	19.6%	AGG	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	3.8%	13.8%	AGG	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−18.2%	−58.4%	AGG	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	0.24	0.50	VO	Return above Treasury bills per unit of volatility.
Sortino	0.32	0.71	VO	Return above Treasury bills per unit of downside deviation.
Calmar	0.16	0.17	VO (slight)	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 1,185 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, AGG and VO hold 0% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first AGG VO

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 VO

Cloudflare Inc 1.11%

Valero Energy Corp 1.10%

Marathon Petroleum Corp 1.10%

Phillips 66 1.01%

Quanta Services Inc 0.95%

Vertiv Holdings Co 0.92%

Datadog Inc 0.91%

Howmet Aerospace Inc 0.89%

Check overlap with more funds →

Side by side

AGG iShares Core U.S. Aggregate Bond ETF VO Vanguard Morningstar Mid-Cap ETF

Where it sits Bond ETF Stock ETF

Issuer iShares Vanguard

What it is Tracks an index of US aggregate bonds Tracks an index of Mid-Cap

Total return, 1 year −1.4% +12.8%

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% 0.03%

Holdings 13469 273

Net assets, AGG as of Oct 27, 2026 and VO as of Sep 30, 2026 $139.4bn $103.4bn

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

Client brief · page 1 of 2 Report BR-2C0EA148C7

AGG and VO do different jobs. What does each one do in a portfolio?

What each follows. AGG follows Bloomberg U.S. Aggregate Bond Index and VO follows Morningstar US Mid Cap Index (formerly CRSP US Mid Cap Index).
Holdings in common. 0% of the weight is in the same securities (holdings dated Oct 27, 2026 and Sep 30, 2026).
One-year total return. Over 1 year to Oct 28, 2026 AGG returned −1.4% and VO +12.8% with distributions reinvested, a gap of 14.2 points.

Data as of Oct 28, 2026.

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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.

VO tracks an index of Mid-Cap. Over the year to Oct 28, 2026 it returned +12.8% with distributions reinvested. By its holdings published by its issuer as of Sep 30, 2026, 91% of the fund by weight is stocks the S&P 500 also holds, across 273 positions, with the top ten at 9.7%. It sat 3.1% below its high of Aug 14, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, AGG or VO?: In the year to Oct 28, 2026, with distributions reinvested, AGG returned −1.4% and VO +12.8%.
Which is cheaper, AGG or VO?: Neither: AGG and VO both charge 0.03% a year. Fees come from each fund's prospectus.

Other comparisons

AGG vs IJH AGG vs MDY AGG vs MOAT AGG vs VXF BND vs VO SGOV vs VO BNDX vs VO VCIT vs VO

Where to next

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

Sources and dates

AGG filings on SEC EDGAR ↗

AGG prospectus with the expense ratio (SEC) ↗

iShares page for AGG ↗

VO filings on SEC EDGAR ↗

VO prospectus with the expense ratio (SEC) ↗

Vanguard page for VO ↗

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

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