AGRH vs VOO
AGRH vs VOO
iShares Interest Rate Hedged US Aggregate Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | AGRH | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.13% | 0.03% | |
| AUM | $8M | $979.0B | |
| Dividend Yield | 4.18% | 1.09% | |
| Holdings | 100 | 509 | |
| YTD Return | +1.91% | +13.53% | |
| 1Y Return | +5.21% | +23.65% | |
| 3Y Return (annualized) | +5.55% | +21.27% | |
| 5Y Return (annualized) | - | +13.52% | |
| Volatility (annualized) | 1.5% | 14.1% | |
| Max Drawdown | -1.7% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 22, 2022 | Sep 7, 2010 |
AGRH vs VOO Performance
iShares Interest Rate Hedged US Aggregate Bond ETF (AGRH) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AGRH returned +5.21% while VOO returned +23.65%. Year to date, AGRH is up 1.91% versus a gain of 13.53% for VOO.
Over three years, AGRH compounded at +5.55% per year against +21.27% for VOO. Across the full 4-year window we track, VOO has the edge at +13.57% annualized vs +5.36%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -34.3% for VOO. 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AGRH charges 0.13% per year while VOO 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 4.18% against 1.09% for VOO.
Holdings Overlap
AGRH and VOO share 0 holdings out of 507 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AGRH or VOO?
AGRH has an expense ratio of 0.13% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $10 per year of difference.
Which performed better, AGRH or VOO?
Over the past year AGRH returned +5.21% vs +23.65% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), AGRH annualized +5.36% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, AGRH or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 1.5% for AGRH. Worst drawdown: AGRH -1.7% vs VOO -34.3%.
Should I hold both AGRH and VOO?
AGRH and VOO have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AGRH and VOO?
AGRH and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, AGRH or VOO?
AGRH yields 4.18% while VOO yields 1.09%, so AGRH currently pays the higher dividend yield.
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