AGRH vs IVV
iShares Interest Rate Hedged US Aggregate Bond ETF vs iShares Core S&P 500 ETF
Which is better, AGRH or IVV?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AGRH | IVV |
|---|---|---|
| Expense Ratio | 0.13% | 0.03%Best |
| AUM | $8M | $886.7B |
| Dividend Yield | 4.11% | 1.10% |
| Holdings | 113 | 508 |
| Volatility (annualized) | 1.5%Best | 14.8% |
| Max Drawdown | -1.7%Best | -18.8% |
| $10,000 over 4.1 years | $12,373 | $20,938Best |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Blend |
| Inception | Jun 22, 2022 | May 15, 2000 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 23 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. AGRH has data through Aug 12, 2026 and IVV through Sep 4, 2026.
Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Jun 27, 2022 to Aug 12, 2026 (4.1 years).
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 1.5% for AGRH. 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 -1.7% for AGRH and -18.8% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AGRH 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, AGRH currently yields 4.11% against 1.10% for IVV.
Holdings Overlap
At least 0.2% of IVV's money is in holdings AGRH also owns.
Stated as a floor: for AGRH, our book for it covers 97.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 2 positions we hold weights for in AGRH and 504 in IVV, against full books of 113 and 508.
Top Shared Holdings
| Stock | Weight in AGRH | Weight in IVV | Difference |
|---|---|---|---|
| XTSLABlackrock Cash Funds: Treasury, Sl Agency Shares | 5.34% | 0.18% | 5.16% |
You are not choosing between two funds in isolation.
Whichever of AGRH and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AGRH or IVV?
AGRH has an expense ratio of 0.13% while IVV charges 0.03%. IVV is the cheaper option, by $10 a year on a $10,000 investment.
Which is riskier, AGRH or IVV?
IVV has been the more volatile fund at 14.8% annualized versus 1.5% for AGRH. Worst drawdown: AGRH -1.7% vs IVV -18.8%.
Should I hold both AGRH and IVV?
AGRH and IVV have a monthly-return correlation of 0.68, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AGRH or IVV?
AGRH yields 4.11% while IVV yields 1.10%, so AGRH currently pays the higher dividend yield.
Is IVV better than AGRH?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.