SPY vs AGG: 2026 Comparison
Winner for Passive Income: AGG
Distinct Roles: AGG is a stable core holding, while SPY is a high-growth, high-volatility play.
Distinct Roles: AGG is a stable core holding, while SPY is a high-growth, high-volatility play.
While both are excellent, SPY edges ahead due to slightly better historical returns and lower volatility, making it the ideal core holding.
Dividend Yield
CAGR (15y)
Stress Test: How Did They React?
Real historical performance during key market events (Crashes & Rallies).
| Market Event | SPY Return | AGG Return | Verdict |
|---|---|---|---|
COVID-19 Crash Global pandemic lockdown selling pressure 2020-02-19 • 2020-03-23 | -33.7% | -1.3% | AGG Wins |
Post-COVID Recovery QE-fueled tech and growth rally 2020-03-24 • 2021-12-31 | +100.5% | +4.0% | SPY Wins |
2022 Inflation Bear Rate hikes and tech valuations reset 2022-01-01 • 2022-10-12 | -24.5% | -14.4% | AGG Wins |
AI Boom & Rally Generative AI hype driving Mega Caps 2023-01-01 • Present | +85.9% | +14.0% | SPY Wins |
👤 Which one is right for you?
Select your primary investment goal to see the recommended choice:
With a 2.40% yield advantage, **AGG** is the clear choice for dividend portfolios over SPY.
Growth of $10,000
Historical performance if you invested $10k at the start
Head-to-Head Metrics
Direct comparison of key investment characteristics
| Metric | SPY | AGG | Contextual Difference |
|---|---|---|---|
| Dividend Yield | 1.40% | 3.80% | 2.40% lower (SPY) |
| Beta (Volatility) | 17.16% | 4.80% | AGG is less volatile |
Dividend Yield
Beta (Volatility)
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