This is a comparison between AGG and IUSB. The table below summarizes the key parameters for these two funds across several dimensions: return, expense ratio, net assets, segment and tax-cost ratio.
|Segment||Fixed Income: U.S. - Broad Market Investment Grade||Fixed Income: U.S. - Broad Market|
|Management Style||passive (index-based)||passive (index-based)|
|Underlying Index||Bloomberg Barclays U.S. Aggregate Bond Index||Bloomberg Barclays U.S. Universal Index|
|1-Year Tax Cost Ratio||1.03%||1.14%|
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States investment grade securities markets as defined by the Barclays Capital U.S. Aggregate Index.
Top 10 Holdings (0.00% of Total Assets)
The Fund seeks investment results of an index composed of US.dollar-denominated bonds that are rated either investment-grade or high yield. The Fund generally invests at least 80% of its assets in the securities of the Underlying Index. The Underlying Index includes U.S. Treasury bonds and government-related bonds.
Top 10 Holdings (0.55% of Total Assets)
|US Treasury Note 1.625%||N/A||0.55%|