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AGG vs. VTIP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AGG vs. VTIP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core U.S. Aggregate Bond ETF (AGG) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AGG achieves a 0.52% return, which is significantly lower than VTIP's 1.85% return. Over the past 10 years, AGG has underperformed VTIP with an annualized return of 1.57%, while VTIP has yielded a comparatively higher 3.09% annualized return.


AGG

1D
-0.12%
1M
0.46%
YTD
0.52%
6M
0.93%
1Y
4.87%
3Y*
4.19%
5Y*
0.06%
10Y*
1.57%

VTIP

1D
-0.04%
1M
-0.12%
YTD
1.85%
6M
1.95%
1Y
4.51%
3Y*
5.25%
5Y*
3.37%
10Y*
3.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AGG vs. VTIP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
1.85%6.07%4.74%4.62%-2.94%5.36%4.95%4.86%0.56%0.82%

Correlation

The correlation between AGG and VTIP is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.51

Correlation (3Y)
Calculated over the trailing 3-year period

0.68

Correlation (5Y)
Calculated over the trailing 5-year period

0.60

Correlation (10Y)
Calculated over the trailing 10-year period

0.56

Correlation (All Time)
Calculated using the full available price history since Oct 16, 2012

0.55

The correlation between AGG and VTIP shifts across timeframes, from 0.51 (1 year) to 0.68 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

AGG vs. VTIP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AGG
AGG Risk / Return Rank: 3737
Overall Rank
AGG Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
AGG Sortino Ratio Rank: 3838
Sortino Ratio Rank
AGG Omega Ratio Rank: 3636
Omega Ratio Rank
AGG Calmar Ratio Rank: 3737
Calmar Ratio Rank
AGG Martin Ratio Rank: 3535
Martin Ratio Rank

VTIP
VTIP Risk / Return Rank: 9595
Overall Rank
VTIP Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
VTIP Sortino Ratio Rank: 9696
Sortino Ratio Rank
VTIP Omega Ratio Rank: 9595
Omega Ratio Rank
VTIP Calmar Ratio Rank: 9595
Calmar Ratio Rank
VTIP Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AGG vs. VTIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core U.S. Aggregate Bond ETF (AGG) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). 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.


AGGVTIPDifference
Sharpe ratioReturn per unit of total volatility

-1.88

Sortino ratioReturn per unit of downside risk

-3.48

Omega ratioGain probability vs. loss probability

1.21

1.65

-0.44

Calmar ratioReturn relative to maximum drawdown

1.63

6.57

-4.94

Martin ratioReturn relative to average drawdown

4.82

25.36

-20.54

AGG vs. VTIP - Sharpe Ratio Comparison

The current AGG Sharpe Ratio is 1.19, which is lower than the VTIP Sharpe Ratio of 3.07. The chart below compares the historical Sharpe Ratios of AGG and VTIP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AGG vs. VTIP - Drawdown Comparison

The maximum AGG drawdown since its inception was -18.43%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for AGG and VTIP.


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Drawdown Indicators


AGGVTIPDifference

Max Drawdown

Largest peak-to-trough decline

-18.43%

-6.27%

-12.16%

Max Drawdown (1Y)

Largest decline over 1 year

-2.76%

-0.70%

-2.06%

Max Drawdown (3Y)

Largest decline over 3 years

-6.11%

-0.98%

-5.13%

Max Drawdown (5Y)

Largest decline over 5 years

-17.82%

-5.50%

-12.32%

Max Drawdown (10Y)

Largest decline over 10 years

-18.43%

-6.27%

-12.16%

Current Drawdown

Current decline from peak

-1.88%

-0.22%

-1.66%

Average Drawdown

Average peak-to-trough decline

-2.71%

-1.04%

-1.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.94%

0.18%

+0.76%

Volatility

AGG vs. VTIP - Volatility Comparison

iShares Core U.S. Aggregate Bond ETF (AGG) has a higher volatility of 1.37% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.40%. This indicates that AGG's price experiences larger fluctuations and is considered to be riskier than VTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AGGVTIPDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.37%

0.40%

+0.97%

Volatility (6M)

Calculated over the trailing 6-month period

2.81%

1.04%

+1.77%

Volatility (1Y)

Calculated over the trailing 1-year period

3.82%

1.50%

+2.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.09%

2.77%

+3.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.41%

2.74%

+2.67%

AGG vs. VTIP - Expense Ratio Comparison

Both AGG and VTIP have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

AGG vs. VTIP - Dividend Comparison

AGG's dividend yield for the trailing twelve months is around 3.98%, more than VTIP's 3.59% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
3.59%3.81%2.70%2.86%6.84%4.68%1.20%1.95%2.45%1.52%0.76%0.00%

Frequently Asked Questions


AGG and VTIP have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AGG has higher volatility (1.37%) compared to VTIP (0.40%). In terms of maximum drawdown, AGG dropped -18.43% vs VTIP's -6.27%.

On 10-year performance, VTIP leads with 3.09% vs 1.57% for AGG. Both ETFs have the same 0.03% expense ratio. On volatility, VTIP has been the lower-risk option at 0.40%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VTIP has performed better with a 3.09% return vs 1.57%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

AGG and VTIP have the same expense ratio: 0.03% per year.

AGG has the higher dividend yield at 3.98%, compared with 3.59% for VTIP.

AGG is categorized as Total Bond Market, while VTIP is Inflation-Protected Bonds. AGG tracks Bloomberg U.S. Aggregate Bond Index, while VTIP tracks Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index. They also come from different issuers: iShares and Vanguard.

VTIP currently has the higher Sharpe Ratio (3.07 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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