AGIH vs IVV
iShares Inflation Hedged US Aggregate Bond ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | AGIH | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.13% | 0.03% | |
| AUM | $2M | $907.0B | |
| Dividend Yield | 3.07% | 1.10% | |
| Holdings | 62 | 508 | |
| YTD Return | +4.58% | +12.71% | |
| 1Y Return | +3.92% | +21.89% | |
| 3Y Return (annualized) | +2.24% | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 6.6% | 15.1% | |
| Max Drawdown | -9.2% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 22, 2022 | May 15, 2000 |
AGIH vs IVV Performance
iShares Inflation Hedged US Aggregate Bond ETF (AGIH) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AGIH returned +3.92% while IVV returned +21.89%. Year to date, AGIH is up 4.58% versus a gain of 12.71% for IVV.
Over three years, AGIH compounded at +2.24% per year against +22.08% for IVV. Across the full 3-year window we track, IVV has the edge at +7.00% annualized vs +2.72%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 6.6% for AGIH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -9.2% for AGIH and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AGIH charges 0.13% per year while IVV charges 0.03%. On a $10,000 position that is $13 vs $3 annually, a gap of $10 per year that compounds over a long holding period. On income, AGIH currently yields 3.07% against 1.10% for IVV.
Frequently Asked Questions
Which is cheaper, AGIH or IVV?
AGIH has an expense ratio of 0.13% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $10 per year of difference.
Which performed better, AGIH or IVV?
Over the past year AGIH returned +3.92% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (3 years), AGIH annualized +2.72% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, AGIH or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 6.6% for AGIH. Worst drawdown: AGIH -9.2% vs IVV -56.5%.
Should I hold both AGIH and IVV?
AGIH and IVV have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, AGIH or IVV?
AGIH yields 3.07% while IVV yields 1.10%, so AGIH currently pays the higher dividend yield.
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