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ETF comparison

AGG vs SHY

US Aggregate Bond vs US Treasury (Short).

iShares Core U.S. Aggregate Bond ETF · iShares 1-3 Year Treasury Bond ETF

Holdings overlap

Weighted by ISIN/CUSIP
15.3 %

89 positions appear in both funds. Buying equal dollars of AGG and SHY would leave roughly 15.3% of each dollar exposed to the same underlying securities.

AGG unmatched 83.2% Shared 15.3% SHY unmatched 83.8%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In AGG only
13,177 positions
Shared
89 positions
In SHY only
0 positions

Side by side

AGG

iShares Core U.S. Aggregate Bond ETF

iShares · US Aggregate Bond

89 composite / 100
Expense ratio
0.030%
Net assets
$135.65B
TTM yield
4.13%
Top-10 conc.
4.0%
SHY

iShares 1-3 Year Treasury Bond ETF

iShares · US Treasury (Short)

83 composite / 100
Expense ratio
0.15%
Net assets
$26.28B
TTM yield
3.62%
Top-10 conc.
16.0%

Sub-score comparison

97
Cost
85
52
Tax efficiency
58
100
Liquidity
100
100
Concentration
N/A
—
Tracking quality
—
AGG sub-score SHY

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

AGG is 12 bps cheaper than SHY. On a $100,000 position that's about $120/yr more in fees for SHY.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with AGG vs SHY.

Top shared holdings

89 shared in total
# Holding In AGG In SHY Overlap
1 United States Treasury 0.35% 0.84% 0.35%
2 United States Treasury 0.31% 1.71% 0.31%
3 United States Treasury 0.26% 0.26% 0.26%
4 United States Treasury 0.25% 0.42% 0.25%
5 United States Treasury 0.25% 0.73% 0.25%
6 United States Treasury 0.24% 1.32% 0.24%
7 United States Treasury 0.24% 1.38% 0.24%
8 United States Treasury 0.24% 0.63% 0.24%
9 United States Treasury 0.24% 1.48% 0.24%
10 United States Treasury 0.24% 1.38% 0.24%
11 United States Treasury 0.23% 1.29% 0.23%
12 United States Treasury 0.23% 1.33% 0.23%

Only in AGG

13,177 total
  • United States Treasury 0.42%
  • United States Treasury 0.41%
  • United States Treasury 0.41%
  • United States Treasury 0.40%
  • United States Treasury 0.40%
  • United States Treasury 0.39%
  • United States Treasury 0.39%
  • United States Treasury 0.39%
  • United States Treasury 0.39%
  • United States Treasury 0.38%

Only in SHY

0 total

Every SHY position is also held by AGG.

Percentages are holdings overlap with the named fund.

Open AGG or SHY at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.