(AGG) Core U.S. Aggregate Bond - Overview

ETF Category: Intermediate Core Bond | Exchange: NYSE (USA) | Market Cap: 136.456m USD | Total Return: 4.4% in 12m

Government Bonds, Corporate Bonds, Mortgage-Backed Securities, Treasury Notes
Total Rating 35
Safety 61
Buy Signal -0.94
Intermediate Core Bond
Category Rotation: +5.8
TER: 0.03%
AUM: 136B
Avg Turnover: 708M
Risk 3d forecast
Volatility4.71%
VaR 5th Pctl0.87%
VaR vs Median2.41%
Reward TTM
Sharpe Ratio0.05
Rel. Str. IBD28.4
Rel. Str. Peer Group41.7
Character TTM
Beta0.074
Beta Downside0.036
Hurst Exponent0.522
Drawdowns 3y
Max DD6.11%
CAGR/Max DD0.64
CAGR/Mean DD2.64

Warnings

Fakeout

Tailwinds

No distinct edge detected

Description: AGG Core U.S. Aggregate Bond

The iShares Core U.S. Aggregate Bond ETF (AGG) tracks the Bloomberg US Aggregate Bond Index, providing broad exposure to the total U.S. investment-grade fixed income market. The fund maintains a mandate to invest at least 90% of its assets in index-eligible securities, including Treasury, government-related, corporate, and mortgage-backed securities.

As an intermediate core bond fund, AGG functions as a benchmark for diversified debt portfolios, prioritizing liquidity and credit quality by excluding high-yield and emerging market debt. The underlying sectors performance is primarily driven by interest rate fluctuations and the credit spreads of high-grade corporate issuers. You can further analyze these risk factors and yield metrics on ValueRay.

Launched in 2003, the ETF utilizes a representative sampling strategy and To Be Announced (TBA) transactions to match the economic characteristics of the index. This model allows the fund to achieve high correlation with the investment-grade market while managing the transaction costs associated with physical bond ownership.

Headlines to Watch Out For
  • Federal Reserve interest rate pivots drive inverse price volatility
  • U.S. Treasury yield curve shifts impact underlying bond valuations
  • Investment-grade corporate credit spreads influence total return performance
  • Inflation data trends dictate long-term fixed income purchasing power
What is the price of AGG shares?

As of June 06, 2026, the stock is trading at USD 98.17 with a total of 13,805,000 shares traded.
Over the past week, the price has changed by -0.57%, over one month by -0.27%, over three months by -1.07% and over the past year by +4.44%.

Is AGG a buy, sell or hold?

Core U.S. Aggregate Bond has no consensus analysts rating.