AGG vs. BA
AGG (iShares Core U.S. Aggregate Bond ETF) is Total Bond Market fund tracking the Bloomberg U.S. Aggregate Bond Index, while BA (The Boeing Company) is a stock. Over the past 10 years, AGG returned 1.42%/yr vs 5.57%/yr for BA. At a correlation of -0.09, they often move in opposite directions.
Performance
AGG vs. BA - Performance Comparison
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Returns By Period
In the year-to-date period, AGG achieves a 0.03% return, which is significantly higher than BA's -3.52% return. Over the past 10 years, AGG has underperformed BA with an annualized return of 1.42%, while BA has yielded a comparatively higher 5.57% annualized return.
AGG
- 1D
- -0.25%
- 1M
- -0.63%
- 6M
- -0.14%
- YTD
- 0.03%
- 1Y
- 3.86%
- 3Y*
- 3.82%
- 5Y*
- -0.20%
- 10Y*
- 1.42%
- ALL TIME*
- 3.06%
BA
- 1D
- -2.13%
- 1M
- -5.94%
- 6M
- -15.42%
- YTD
- -3.52%
- 1Y
- -8.66%
- 3Y*
- -0.37%
- 5Y*
- -1.20%
- 10Y*
- 5.57%
- ALL TIME*
- 10.09%
AGG vs. BA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 0.03% | 7.19% | 1.31% | 5.65% | -13.02% | -1.77% | 7.48% | 8.46% | 0.09% | 3.55% |
BA The Boeing Company | -3.52% | 22.67% | -32.10% | 36.84% | -5.38% | -5.95% | -33.90% | 3.34% | 11.50% | 94.72% |
Correlation
The correlation between AGG and BA is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2003 | -0.09 |
The correlation between AGG and BA shifts across timeframes, from -0.09 (all time) to 0.27 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
AGG vs. BA — Risk / Return Rank
AGG
BA
AGG vs. BA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. Aggregate Bond ETF (AGG) and The Boeing Company (BA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AGG | BA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.29 | ||
| Sortino ratioReturn per unit of downside risk | +1.69 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 0.98 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.40 | -0.35 | +1.75 |
| Martin ratioReturn relative to average drawdown | 3.83 | -0.75 | +4.57 |
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Drawdowns
AGG vs. BA - Drawdown Comparison
The maximum AGG drawdown since its inception was -18.43%, smaller than the maximum BA drawdown of -89.45%. Use the drawdown chart below to compare losses from any high point for AGG and BA.
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Drawdown Indicators
| AGG | BA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.43% | -89.45% | +71.02% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -24.96% | +22.20% |
Max Drawdown (3Y)Largest decline over 3 years | -5.71% | -48.31% | +42.60% |
Max Drawdown (5Y)Largest decline over 5 years | -17.82% | -51.62% | +33.80% |
Max Drawdown (10Y)Largest decline over 10 years | -18.43% | -77.92% | +59.49% |
Current DrawdownCurrent decline from peak | -2.36% | -51.32% | +48.96% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -31.05% | +28.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 11.62% | -10.61% |
Volatility
AGG vs. BA - Volatility Comparison
The current volatility for iShares Core U.S. Aggregate Bond ETF (AGG) is 1.12%, while The Boeing Company (BA) has a volatility of 8.19%. This indicates that AGG experiences smaller price fluctuations and is considered to be less risky than BA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGG | BA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.12% | 8.19% | -7.07% |
Volatility (6M)Calculated over the trailing 6-month period | 2.95% | 23.84% | -20.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.80% | 32.24% | -28.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.10% | 36.49% | -30.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.41% | 41.65% | -36.24% |
Dividends
AGG vs. BA - Dividend Comparison
AGG's dividend yield for the trailing twelve months is around 4.02%, while BA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 4.02% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
BA The Boeing Company | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.96% | 2.52% | 2.12% | 1.93% | 2.80% | 2.52% |
Frequently Asked Questions
AGG and BA have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BA has higher volatility (8.19%) compared to AGG (1.12%). In terms of maximum drawdown, AGG dropped -18.43% vs BA's -89.45%.
AGG currently has the higher Sharpe Ratio (1.02 vs -0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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