AGG vs. CPAG
AGG (iShares Core U.S. Aggregate Bond ETF) and CPAG (F/m Compoundr U.S. Aggregate Bond ETF) are both Total Bond Market funds - AGG tracks the Bloomberg U.S. Aggregate Bond Index while CPAG tracks the Nasdaq Compoundr U.S. Aggregate Bond Index. Both are passively managed. Their 0.99 correlation means they have historically moved very closely together. AGG charges 0.03%/yr vs 0.31%/yr for CPAG.
Performance
AGG vs. CPAG - Performance Comparison
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Returns By Period
In the year-to-date period, AGG achieves a 0.08% return, which is significantly higher than CPAG's -0.37% return.
AGG
- 1D
- 0.41%
- 1M
- -0.62%
- 6M
- -0.06%
- YTD
- 0.08%
- 1Y
- 2.41%
- 3Y*
- 4.21%
- 5Y*
- -0.27%
- 10Y*
- 1.44%
- ALL TIME*
- 3.05%
CPAG
- 1D
- 0.41%
- 1M
- -0.73%
- 6M
- -0.41%
- YTD
- -0.37%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $848.59M | $808.51M | $817.93M | |
| $828.85K | $608.83K | $446.11K |
AGG vs. CPAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 0.08% | 2.54% |
CPAG F/m Compoundr U.S. Aggregate Bond ETF | -0.37% | 2.26% |
Correlation
The correlation between AGG and CPAG is 0.99 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 12, 2025 | 0.99 |
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Return for Risk
AGG vs. CPAG — Risk / Return Rank
AGG
CPAG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AGG vs. CPAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. Aggregate Bond ETF (AGG) and F/m Compoundr U.S. Aggregate Bond ETF (CPAG). 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 | CPAG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.11 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.87 | — | — |
| Martin ratioReturn relative to average drawdown | 2.19 | — | — |
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Drawdowns
AGG vs. CPAG - Drawdown Comparison
The maximum AGG drawdown since its inception was -18.43%, which is greater than CPAG's maximum drawdown of -2.78%. Use the drawdown chart below to compare losses from any high point for AGG and CPAG.
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Drawdown Indicators
| AGG | CPAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.43% | -2.78% | -15.65% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -4.98% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.73% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -18.43% | — | — |
Current DrawdownCurrent decline from peak | -2.31% | -2.03% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -0.91% | -1.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.10% | — | — |
Volatility
AGG vs. CPAG - Volatility Comparison
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Volatility by Period
| AGG | CPAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.15% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.02% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.71% | 3.72% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.11% | 3.72% | +2.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.42% | 3.72% | +1.70% |
AGG vs. CPAG - Expense Ratio Comparison
AGG has a 0.03% expense ratio, which is lower than CPAG's 0.31% expense ratio.
Dividends
AGG vs. CPAG - Dividend Comparison
AGG's dividend yield for the trailing twelve months is around 4.04%, while CPAG 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 | 4.04% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
CPAG F/m Compoundr U.S. Aggregate Bond ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.99, AGG and CPAG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, AGG is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AGG is cheaper with a 0.03% expense ratio, compared with 0.31% for CPAG.
AGG has the higher dividend yield at 4.04%, compared with 0.00% for CPAG.
AGG tracks Bloomberg U.S. Aggregate Bond Index, while CPAG tracks Nasdaq Compoundr U.S. Aggregate Bond Index. They also come from different issuers: iShares and F/m. Their fees differ too: 0.03% for AGG and 0.31% for CPAG.
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