AGG vs RSBT
iShares Core US Aggregate Bond ETF vs Return Stacked Bonds & Managed Futures ETF
Which is better, AGG or RSBT?
Each has led over a different period.
AGG has a lower expense ratio. AGG led over 3Y and the full window, RSBT over 1Y.
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 | AGG | RSBT |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.01% |
| AUM | $137.6B | $165M |
| Dividend Yield | 4.19% | 2.95% |
| Holdings | 13,338 | 34 |
| YTD Return | -2.12% | +8.40%Best |
| 1Y Return | -2.06% | +8.40%Best |
| 3Y Return (annualized) | +4.55%Best | +4.37% |
| 5Y Return (annualized) | -0.53% | - |
| Volatility (annualized) | 5.5%Best | 11.2% |
| Max Drawdown | -7.3%Best | -23.6% |
| $10,000 over 3.7 years | $10,953Best | $10,019 |
| Fund Family | iShares by BlackRock (US) | Return Stacked ETF |
| Category | Fixed Income | Fixed Income |
| Inception | Sep 22, 2003 | Feb 7, 2023 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Feb 8, 2023 to Oct 14, 2026 (3.7 years).
AGG vs RSBT growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.7 years both funds cover.
AGG vs RSBT Performance
iShares Core US Aggregate Bond ETF (AGG) is an ETF from iShares by BlackRock (US) and Return Stacked Bonds & Managed Futures ETF (RSBT) is an ETF from Return Stacked ETF. Over the past year AGG returned -2.06% while RSBT returned +8.40%. Year to date, AGG is down 2.12% versus a gain of 8.40% for RSBT.
Over three years, AGG compounded at +4.55% per year against +4.37% for RSBT. Across the full 4-year window we track, AGG has the edge at +2.49% annualized vs +0.05%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSBT has been the more volatile fund, with annualized monthly volatility of 11.2% compared with 5.5% for AGG. 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 -7.3% for AGG and -23.6% for RSBT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.19. They move largely independently of each other.
Fees and Cost Over Time
AGG charges 0.03% per year while RSBT charges 1.01%. On a $10,000 position that is $3 vs $101 annually, a gap of $98 per year that compounds over a long holding period. On income, AGG currently yields 4.19% against 2.95% for RSBT.
Holdings Overlap
We hold position weights for 11,115 holdings in AGG and 2 in RSBT, totalling 67.1% and 90.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 11,115 positions we hold weights for in AGG and 2 in RSBT, against full books of 13,338 and 34.
You are not choosing between two funds in isolation.
Whichever of AGG and RSBT 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, AGG or RSBT?
AGG has an expense ratio of 0.03% while RSBT charges 1.01%. AGG is the cheaper option, by $98 a year on a $10,000 investment.
Which performed better, AGG or RSBT?
Over the past year AGG returned -2.06% vs +8.40% for RSBT, so RSBT leads on 1-year performance. Over the longest common window we track (4 years), AGG annualized +2.49% vs +0.05% for RSBT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AGG or RSBT?
RSBT has been the more volatile fund at 11.2% annualized versus 5.5% for AGG. Worst drawdown: AGG -7.3% vs RSBT -23.6%.
Should I hold both AGG and RSBT?
AGG and RSBT have a monthly-return correlation of 0.19, 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, AGG or RSBT?
AGG yields 4.19% while RSBT yields 2.95%, so AGG currently pays the higher dividend yield.
Is RSBT better than AGG?
AGG has a lower expense ratio. AGG led over 3Y and the full window, RSBT over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.