Key facts, as of
As of October 9, 2026, iShares Core U.S. Aggregate Bond ETF (AGG) trades at $94.63, down 5.5% over the past year. Its 52-week range runs from $93.84 to $101.46; the price is 6.7% below that high. It is 21.0% below its all-time high of $119.73, reached in August 2020. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +11.8%, against +312.9% for the S&P 500 (SPY). It sits 4.0% below its 200-day average of $98.61, the usual sign of a long-term downtrend. Its 30-day volatility is 5.1% annualized, which we rate low risk.
Cite: Portfolio Terminal, "iShares Core U.S. Aggregate Bond ETF (AGG) stock analysis", 2026-10-09. https://portfolio-terminal.com/analyse/agg
Where it trades today
trading 10% of the way up its 52-week range
How the price has moved
How far it is from its record
iShares Core U.S. Aggregate Bond ETF (AGG) is 21.0% below its all-time high of $119.73, reached in August 2020. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +11.8%, against +312.9% for the S&P 500 (SPY).
What to weigh before acting
What Matters Now
- The real question is what role this fund should play in allocation construction, not whether one short-term move looks attractive.
- Recent realized volatility sits near 5.1%, below the sector norm of 18.0%, which supports a steadier role inside a diversified portfolio.
- Relative performance versus SPY, QQQ, IWM matters here because leadership inside etf rarely stays static for long.
Portfolio Use Case
- AGG fits best as a benchmark or core allocation building block rather than as a thesis that depends on single-company execution.
- The risk profile looks balanced enough for a diversified core-plus portfolio, provided the position size reflects sector concentration.
- This page is most useful for deciding whether the stock deserves a permanent slot in the portfolio or just a place on the watchlist.
What Would Change the View
- There is little income cushion here, so total return depends mainly on price appreciation and execution staying on track.
- The view would need revisiting if peers such as SPY, QQQ, IWM start winning the marginal flow or posting cleaner operating momentum.
Methodology
- Price, market cap, beta, yield, and liquidity fields for AGG come from Yahoo Finance quote and summary data.
- 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
- Sector context uses stored benchmark averages for ETF so each page compares the ticker against a stable peer baseline rather than against the whole market.
- Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as SPY, QQQ, IWM.
Sources
- Yahoo Finance quote dataopen →
Live quote, valuation, beta, yield, and volume fields used for AGG. Last refresh: Oct 9, 2026, 10:45 AM.
- Portfolio Terminal methodologyopen →
Explains how analytics, refresh cadence, and portfolio interpretation work across the product.
- Peer set and coverage context
Comparative context for this page is anchored around nearby tracked names such as SPY, QQQ, IWM.
What this fund is
The index measures the performance of the total U.S. investment-grade bond market. The fund will invest at least 80% of its assets in the component securities of the underlying index and TBAs that have economic characteristics that are substantially identical to the economic characteristics of the component securities of the underlying index, and the fund will invest at least 90% of its assets in fixed income securities of the types included in the underlying index that the advisor believes will help the fund track the underlying index.
At 0.03% a year, $10,000 left for 30 years at 7% before fees would end $682 lower than with no fee, counting what the fee would have earned. Compare it with other funds
What the fund owns
Top 10 Holdings
How it sits in etf
Exchange-traded funds offering diversified exposure to various markets and strategies.
The companies it competes with
AGG beside the etf names it is usually measured against.
What the chart is saying
In a downtrend, below both moving averages.
downtrend- Price is 1.9% below its 50-day average and 4.0% below its 200-day.
- RSI at 36 is neither stretched nor washed out.
- The nearest ceiling is $97.69 (+3.2%).
A description of the chart, not advice. Indicators describe what the price has done; none of them knows what it does next.
Questions people ask about it
Is AGG a good investment in 2026?
iShares Core U.S. Aggregate Bond ETF operates in the ETF sector. Check our real-time metrics above for current valuation.
What is the risk level of AGG?
Based on 30-day volatility of 5.1%, AGG has LOW risk.
Does AGG pay dividends?
iShares Core U.S. Aggregate Bond ETF currently does not pay a regular dividend.
How far is AGG from its all-time high?
iShares Core U.S. Aggregate Bond ETF is 21.0% below its all-time high of $119.73, reached in August 2020. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +11.8%, against +312.9% for the S&P 500 (SPY).
Compare AGG with anything
Five years side by side: what $10,000 became, how far each fell, whether they move together.