AGG vs. IUSB
Compare and contrast key facts about iShares Core U.S. Aggregate Bond ETF (AGG) and iShares Core Total USD Bond Market ETF (IUSB).
AGG and IUSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003. IUSB is a passively managed fund by iShares that tracks the performance of the Barclays U.S. Universal Index. It was launched on Jun 10, 2014. Both AGG and IUSB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGG or IUSB.
Correlation
The correlation between AGG and IUSB is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
AGG vs. IUSB - Performance Comparison
Key characteristics
AGG:
1.01
IUSB:
1.13
AGG:
1.46
IUSB:
1.65
AGG:
1.17
IUSB:
1.20
AGG:
0.44
IUSB:
0.54
AGG:
2.56
IUSB:
3.03
AGG:
2.10%
IUSB:
1.87%
AGG:
5.37%
IUSB:
5.04%
AGG:
-18.43%
IUSB:
-17.98%
AGG:
-7.03%
IUSB:
-5.10%
Returns By Period
The year-to-date returns for both stocks are quite close, with AGG having a 2.10% return and IUSB slightly lower at 2.06%. Over the past 10 years, AGG has underperformed IUSB with an annualized return of 1.51%, while IUSB has yielded a comparatively higher 1.75% annualized return.
AGG
2.10%
0.29%
1.25%
5.38%
-0.81%
1.51%
IUSB
2.06%
0.59%
1.34%
5.67%
-0.22%
1.75%
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AGG vs. IUSB - Expense Ratio Comparison
AGG has a 0.05% expense ratio, which is lower than IUSB's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
AGG vs. IUSB — Risk-Adjusted Performance Rank
AGG
IUSB
AGG vs. IUSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. Aggregate Bond ETF (AGG) and iShares Core Total USD Bond Market ETF (IUSB). 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.
Dividends
AGG vs. IUSB - Dividend Comparison
AGG's dividend yield for the trailing twelve months is around 3.83%, less than IUSB's 4.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 3.83% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
IUSB iShares Core Total USD Bond Market ETF | 4.13% | 4.04% | 3.46% | 2.53% | 1.74% | 2.45% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% | 1.39% |
Drawdowns
AGG vs. IUSB - Drawdown Comparison
The maximum AGG drawdown since its inception was -18.43%, roughly equal to the maximum IUSB drawdown of -17.98%. Use the drawdown chart below to compare losses from any high point for AGG and IUSB. For additional features, visit the drawdowns tool.
Volatility
AGG vs. IUSB - Volatility Comparison
iShares Core U.S. Aggregate Bond ETF (AGG) and iShares Core Total USD Bond Market ETF (IUSB) have volatilities of 1.77% and 1.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.