AGG vs. GD
AGG (iShares Core U.S. Aggregate Bond ETF) is Total Bond Market fund tracking the Bloomberg U.S. Aggregate Bond Index, while GD (General Dynamics Corporation) is a stock. Over the past 10 years, AGG returned 1.57%/yr vs 12.38%/yr for GD. At a correlation of -0.13, they often move in opposite directions.
Performance
AGG vs. GD - Performance Comparison
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Returns By Period
In the year-to-date period, AGG achieves a 0.52% return, which is significantly lower than GD's 7.93% return. Over the past 10 years, AGG has underperformed GD with an annualized return of 1.57%, while GD has yielded a comparatively higher 12.38% annualized return.
AGG
- 1D
- -0.12%
- 1M
- 0.43%
- YTD
- 0.52%
- 6M
- 0.93%
- 1Y
- 4.50%
- 3Y*
- 4.19%
- 5Y*
- 0.06%
- 10Y*
- 1.57%
GD
- 1D
- 0.38%
- 1M
- 5.52%
- YTD
- 7.93%
- 6M
- 7.67%
- 1Y
- 31.05%
- 3Y*
- 21.44%
- 5Y*
- 15.92%
- 10Y*
- 12.38%
AGG vs. GD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 0.52% | 7.19% | 1.31% | 5.65% | -13.02% | -1.77% | 7.48% | 8.46% | 0.09% | 3.55% |
GD General Dynamics Corporation | 7.93% | 30.39% | 3.52% | 7.13% | 21.69% | 43.77% | -13.14% | 14.80% | -21.34% | 19.85% |
Correlation
The correlation between AGG and GD is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
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 | -0.13 |
The correlation between AGG and GD shifts across timeframes, from -0.13 (all time) to 0.20 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
AGG vs. GD — Risk / Return Rank
AGG
GD
AGG vs. GD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. Aggregate Bond ETF (AGG) and General Dynamics Corporation (GD). 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 | GD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.26 | ||
| Sortino ratioReturn per unit of downside risk | -0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.27 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.63 | 2.15 | -0.51 |
| Martin ratioReturn relative to average drawdown | 4.82 | 7.36 | -2.54 |
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Drawdowns
AGG vs. GD - Drawdown Comparison
The maximum AGG drawdown since its inception was -18.43%, smaller than the maximum GD drawdown of -75.67%. Use the drawdown chart below to compare losses from any high point for AGG and GD.
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Drawdown Indicators
| AGG | GD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.43% | -75.67% | +57.24% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -14.53% | +11.77% |
Max Drawdown (3Y)Largest decline over 3 years | -6.11% | -22.55% | +16.44% |
Max Drawdown (5Y)Largest decline over 5 years | -17.82% | -22.55% | +4.73% |
Max Drawdown (10Y)Largest decline over 10 years | -18.43% | -51.63% | +33.20% |
Current DrawdownCurrent decline from peak | -1.88% | -1.49% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -2.71% | -15.60% | +12.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 4.23% | -3.29% |
Volatility
AGG vs. GD - Volatility Comparison
The current volatility for iShares Core U.S. Aggregate Bond ETF (AGG) is 1.37%, while General Dynamics Corporation (GD) has a volatility of 7.70%. This indicates that AGG experiences smaller price fluctuations and is considered to be less risky than GD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGG | GD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.37% | 7.70% | -6.33% |
Volatility (6M)Calculated over the trailing 6-month period | 2.81% | 17.78% | -14.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.82% | 21.67% | -17.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.09% | 20.54% | -14.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.41% | 22.76% | -17.35% |
Dividends
AGG vs. GD - Dividend Comparison
AGG's dividend yield for the trailing twelve months is around 3.98%, more than GD's 1.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 3.98% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
GD General Dynamics Corporation | 1.69% | 1.76% | 2.12% | 2.01% | 2.00% | 2.24% | 2.90% | 2.26% | 2.31% | 1.61% | 1.72% | 1.96% |
Frequently Asked Questions
AGG and GD have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GD has higher volatility (7.70%) compared to AGG (1.37%). In terms of maximum drawdown, AGG dropped -18.43% vs GD's -75.67%.
GD currently has the higher Sharpe Ratio (1.44 vs 1.19), 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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