AGG vs AGZD: fund overlap

ETF comparisons  /  AGG vs AGZD

US aggregate bond comparison · AGG 2026-08-27 · AGZD 2026-05-31

AGG vs AGZD

iShares Core U.S. Aggregate Bond ETF compared with WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

Most company exposure is different between these funds.AGG has 12,420 companies outside the overlap; AGZD has 425.
AGGUS aggregate bond

iShares Core U.S. Aggregate Bond ETF

13,390holdings
0.03%annual fee
USmarket
ValuationNot available for this holdings date
AGG holdings and fund profile
AGZDbond

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

1,396holdings
0.23%annual fee
USmarket
ValuationNot available for this holdings date
AGZD holdings and fund profile

Price development

Both lines rebased to 0% over their shared dates

Largest shared positions

964 companies held in both funds

AGG weight AGZD weight
Shared companyAGG AGZD
United States Treasury T
0.41%
0.54%
United States Treasury Note/Bond T
0.39%
0.49%
United States Treasury T
0.39%
0.58%
United States Treasury T
0.38%
0.42%
United States Treasury T
0.37%
0.37%
United States Treasury T
0.40%
0.34%
United States Treasury T
0.34%
0.42%
United States Treasury TNOTE
0.41%
0.32%
TREASURY NOTE T
0.32%
0.33%
United States Treasury T
0.31%
0.55%
United States Treasury T
0.31%
0.52%
United States Treasury T
0.30%
0.44%
United States Treasury T
0.29%
0.41%
United States Treasury T
0.39%
0.29%
TREASURY NOTE T
0.30%
0.27%
United States Treasury T
0.27%
0.32%
United States Treasury Note/Bond T
0.26%
0.37%
United States Treasury T
0.26%
0.30%
United States Treasury T
0.33%
0.26%
United States Treasury T
0.25%
0.34%
United States Treasury T
0.38%
0.25%
United States Treasury Note/Bond T
0.31%
0.24%
United States Treasury T
0.27%
0.24%
United States Treasury T
0.25%
0.23%
United States Treasury
0.28%
0.23%

AGG and AGZD questions

Based on the holdings compared above

How much do AGG and AGZD overlap?

AGG and AGZD overlap by 33.7% by weight, across 964 shared companies.

Which companies do AGG and AGZD both hold?

The largest companies held in both funds are United States Treasury, United States Treasury Note/Bond, United States Treasury, United States Treasury, United States Treasury.

Can I hold both AGG and AGZD?

Holding both means 33.7% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.

Is AGG or AGZD cheaper?

AGG has a 0.03% expense ratio and AGZD has 0.23%.

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