AGG vs. PIMIX
Compare and contrast key facts about iShares Core U.S. Aggregate Bond ETF (AGG) and PIMCO Income Fund Institutional Class (PIMIX).
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. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGG or PIMIX.
Correlation
The correlation between AGG and PIMIX is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AGG vs. PIMIX - Performance Comparison
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Key characteristics
AGG:
0.99
PIMIX:
1.60
AGG:
1.43
PIMIX:
2.39
AGG:
1.17
PIMIX:
1.31
AGG:
0.43
PIMIX:
2.32
AGG:
2.50
PIMIX:
6.81
AGG:
2.11%
PIMIX:
0.95%
AGG:
5.37%
PIMIX:
4.08%
AGG:
-18.43%
PIMIX:
-13.39%
AGG:
-6.93%
PIMIX:
-1.40%
Returns By Period
The year-to-date returns for both stocks are quite close, with AGG having a 2.20% return and PIMIX slightly lower at 2.14%. Over the past 10 years, AGG has underperformed PIMIX with an annualized return of 1.52%, while PIMIX has yielded a comparatively higher 4.27% annualized return.
AGG
2.20%
0.97%
1.18%
5.50%
-0.73%
1.52%
PIMIX
2.14%
0.86%
2.14%
6.68%
4.62%
4.27%
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AGG vs. PIMIX - Expense Ratio Comparison
AGG has a 0.05% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
AGG vs. PIMIX — Risk-Adjusted Performance Rank
AGG
PIMIX
AGG vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. Aggregate Bond ETF (AGG) and PIMCO Income Fund Institutional Class (PIMIX). 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.
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Dividends
AGG vs. PIMIX - Dividend Comparison
AGG's dividend yield for the trailing twelve months is around 3.82%, less than PIMIX's 5.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 3.82% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
PIMIX PIMCO Income Fund Institutional Class | 5.72% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
AGG vs. PIMIX - Drawdown Comparison
The maximum AGG drawdown since its inception was -18.43%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for AGG and PIMIX. For additional features, visit the drawdowns tool.
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Volatility
AGG vs. PIMIX - Volatility Comparison
iShares Core U.S. Aggregate Bond ETF (AGG) has a higher volatility of 1.75% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.57%. This indicates that AGG's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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