ETF Analysis
iShares Core U.S. Aggregate Bond ETF (AGG) ETF Analysis
iShares Core U.S. Aggregate Bond ETF (AGG) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
iShares Core U.S. Aggregate Bond ETF (AGG) currently has an AIQ Score of 65/100, indicating a neutral setup. Risk is the strongest factor at 94/100. Value is the weakest current factor at 45/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
AGG at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $95.30 |
| AIQ Score | 65/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Neutral |
| Fund Size | $138.33B |
| Expense Ratio | 0.03% |
| Holdings Count | 13,395 |
| NAV | $95.33 |
| Asset Class | Fixed Income |
| Primary Exposure | Treasury (46.77%) |
| Issuer | IShares |
| Domicile | US |
| Inception Date | Sep 22, 2003 |
| Distribution Yield | 4.17% |
| Beta | 0.99 |
| Average Volume | 9.56M |
| 52-week range | $93.84-$101.46 |
| RSI 14 | 69.64 |
| 50-Day SMA | $96.04 |
| 200-Day SMA | $98.38 |
| Risk Score | 94/100 |
| Momentum Score | 59/100 |
| Value Exposure Score | 45/100 |
AGG Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | -5.79% | -5.80% | -7.17% | Oct 20, 2025 |
| 3Y | 3.55% | 1.17% | -7.70% | Oct 20, 2023 |
| 5Y | -16.47% | -3.54% | -20.52% | Oct 22, 2021 |
| 10Y | -16.47% | -3.54% | -20.52% | Oct 22, 2021 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
AGGiShares Core U.S. Aggregate Bond ETF
Financial Services / Asset Management
Leader
Strong Relative Position
Latest quote
- Momentum59
- Value45
- Quality75
- Risk resilience94
- Sentiment76
AGG ETF Analysis Summary
iShares Core U.S. Aggregate Bond ETF (AGG) currently has an AIQ Score of 65/100, indicating a neutral setup. Risk resilience is the strongest factor at 94/100. Value is the weakest current factor at 45/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, AGG has AIQ Score of 65/100 with Risk resilience base of 94/100 and fading Value at 45/100. Wait for component alignment before adding exposure.
Risk resilience (94/100) leads while Value (45/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · 0.03% ETF move · AGG classified in Asset Management.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is AGG Bullish or Bearish Right Now?
AGG currently has a neutral overall setup. Risk Resilience is the strongest factor at 94/100, while Value is weakest at 45/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Quality is supportive at 75/100.
- - Risk Resilience is supportive at 94/100.
- - Technical consensus has more buy votes than sell votes (19 vs 17).
- - Price is -3.13% below its 200-day SMA.
Current Consensus
AGG's Technical Analysis Consensus is currently Neutral, with 19 buy, 9 neutral, and 17 sell votes. AGG's 14-day RSI is 69.64, which places the ETF in a constructive momentum range. AGG's beta is 0.99, indicating market sensitivity broadly in line with the market.
What Changed in AGG?
The largest recent change in AGG is Momentum moving up by 20.0 points over the available 7-day comparison window. Risk Resilience remains the strongest visible factor.
What Would Change the AGG Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
AGG Decision Framework
Public evidence layers, setup checks, and risk context for iShares Core U.S. Aggregate Bond ETF.
iShares Core U.S. Aggregate Bond ETF (AGG) ETF Analysis
iShares Core U.S. Aggregate Bond ETF has an AIQ Score of 65/100 in a Neutral regime. Risk is strongest at 94/100. Beta is 0.99, close to market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | AGG is in a Neutral AIQ regime with score 65/100. |
| Signal Conflict | The primary conflict is that risk leads at 94/100 while value lags at 45/100. |
| Factor Evidence | Momentum 59/100 · Value 45/100 · Quality 75/100 · Risk 94/100 · Sentiment 76/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Risk is the strongest factor at 94/100.
Momentum is 59/100 and RSI (14) is 69.6.
AGG is in a Neutral regime at 65/100.
Risk factor is 94/100 with beta 0.99 and annual volatility 4.21%.
Current conflict: risk leads at 94/100 while value lags at 45/100.
AGG Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
AGG ETF Analytics
AGG holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
AGG Technical Analysis
AGG technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
AGG ETF Market Context
Track AGG market context, news pressure, trend changes, income events, and current allocation evidence.
AGG Distribution Analysis
AGG distribution yield, annualized distributions, payment history, and income context.
AGG ETF Data
AGG available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
AGG Risk Analysis
AGG volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
AGG ETF News
AGG ETF news, market tone, recent headlines, and catalyst context.
AGG vs Bond ETF Peers
Current peer cohort: AGG · BND · TLT · BINC · BIV. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| AGG Current ETF | 65/100 | 45/100 | 59/100 | 94/100 | -2.33 | 4.21% | Current |
| BND Vanguard Total Bond Market ETF | 62/100 | 36/100 | 59/100 | 94/100 | -2.37 | 4.08% | AGG vs BND |
| TLT iShares 20+ Year Treasury Bond ETF | 59/100 | 45/100 | 60/100 | 53/100 | -1.74 | 9.62% | AGG vs TLT |
| BINC BlackRock Flexible Income ETF | 55/100 | 36/100 | 52/100 | 81/100 | -2.94 | 3.04% | AGG vs BINC |
| BIV Vanguard Intermediate-Term Bond ETF | 59/100 | 36/100 | 56/100 | 93/100 | -2.47 | 4.43% | AGG vs BIV |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.
Popular AGG Comparisons
How AGG scores against the names it is most often compared with.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Oct 21, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching AGG
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for AGG
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
AGG ETF FAQ
What is AGG ETF price today?
AGG is currently shown at $95.30. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is AGG's 52-week high and low?
AGG's 52-week range is $93.84 to $101.46 based on the latest completed market-close snapshot from Oct 21, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does AGG pay a dividend?
AGG's current distribution yield is 4.17% based on the latest completed market-close snapshot from Oct 21, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying AGG?
Compare AGG's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.