AGG vs. USD=X
AGG (iShares Core U.S. Aggregate Bond ETF) is Total Bond Market fund tracking the Bloomberg U.S. Aggregate Bond Index, while USD=X (USD Cash) is a currency. Over the past 10 years, AGG returned 1.52%/yr vs 0.00%/yr for USD=X.
Performance
AGG vs. USD=X - Performance Comparison
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Returns By Period
AGG
- 1D
- 0.00%
- 1M
- -0.69%
- YTD
- -0.08%
- 6M
- 0.26%
- 1Y
- 4.97%
- 3Y*
- 3.88%
- 5Y*
- -0.03%
- 10Y*
- 1.52%
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
AGG vs. USD=X - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | -0.08% | 7.19% | 1.31% | 5.65% | -13.02% | -1.77% | 7.48% | 8.46% | 0.09% | 3.55% |
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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Return for Risk
AGG vs. USD=X — Risk / Return Rank
AGG
USD=X
AGG vs. USD=X - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. Aggregate Bond ETF (AGG) and USD Cash (USD=X). 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.
| AGG | USD=X | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | — | — |
| Martin ratioReturn relative to average drawdown | 5.44 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AGG | USD=X | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.00 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | — | — |
Drawdowns
AGG vs. USD=X - Drawdown Comparison
The maximum AGG drawdown since its inception was -18.43%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for AGG and USD=X.
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Drawdown Indicators
| AGG | USD=X | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.43% | 0.00% | -18.43% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | 0.00% | -2.76% |
Max Drawdown (3Y)Largest decline over 3 years | -6.11% | 0.00% | -6.11% |
Max Drawdown (5Y)Largest decline over 5 years | -17.82% | 0.00% | -17.82% |
Max Drawdown (10Y)Largest decline over 10 years | -18.43% | 0.00% | -18.43% |
Current DrawdownCurrent decline from peak | -2.47% | 0.00% | -2.47% |
Average DrawdownAverage peak-to-trough decline | -2.71% | 0.00% | -2.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 0.00% | +0.92% |
Volatility
AGG vs. USD=X - Volatility Comparison
iShares Core U.S. Aggregate Bond ETF (AGG) has a higher volatility of 1.29% compared to USD Cash (USD=X) at 0.00%. This indicates that AGG's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGG | USD=X | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.29% | 0.00% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 2.77% | 0.00% | +2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.80% | 0.00% | +3.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.09% | 0.00% | +6.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.41% | 0.00% | +5.41% |
Frequently Asked Questions
AGG has higher volatility (1.29%) compared to USD=X (0.00%). In terms of maximum drawdown, AGG dropped -18.43% vs USD=X's 0.00%.
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