AGGS vs. IMTB
AGGS (Harbor Disciplined Bond ETF) and IMTB (iShares Core 5-10 Year USD Bond ETF) are both Intermediate Core-Plus Bond funds. AGGS is actively managed, while IMTB is passively managed. Over the past year, AGGS returned 4.93% vs 5.32% for IMTB. Their correlation of 0.90 suggests significant overlap in exposure. AGGS charges 0.35%/yr vs 0.06%/yr for IMTB.
Performance
AGGS vs. IMTB - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AGGS achieves a 0.55% return, which is significantly higher than IMTB's 0.27% return.
AGGS
- 1D
- 0.05%
- 1M
- 0.83%
- YTD
- 0.55%
- 6M
- 0.75%
- 1Y
- 4.93%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IMTB
- 1D
- 0.21%
- 1M
- 0.63%
- YTD
- 0.27%
- 6M
- 0.58%
- 1Y
- 5.32%
- 3Y*
- 4.80%
- 5Y*
- 0.55%
- 10Y*
- —
AGGS vs. IMTB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AGGS Harbor Disciplined Bond ETF | 0.55% | 7.40% | 4.56% |
IMTB iShares Core 5-10 Year USD Bond ETF | 0.27% | 8.88% | 5.10% |
Correlation
The correlation between AGGS and IMTB is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since May 2, 2024 | 0.90 |
The correlation between AGGS and IMTB has been stable across timeframes, ranging from 0.86 to 0.90 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AGGS vs. IMTB — Risk / Return Rank
AGGS
IMTB
AGGS vs. IMTB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Harbor Disciplined Bond ETF (AGGS) and iShares Core 5-10 Year USD Bond ETF (IMTB). 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.
| AGGS | IMTB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.87 | -0.13 |
| Martin ratioReturn relative to average drawdown | 4.92 | 5.43 | -0.51 |
Loading charts...
Drawdowns
AGGS vs. IMTB - Drawdown Comparison
The maximum AGGS drawdown since its inception was -4.66%, smaller than the maximum IMTB drawdown of -18.15%. Use the drawdown chart below to compare losses from any high point for AGGS and IMTB.
Loading charts...
Drawdown Indicators
| AGGS | IMTB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.66% | -18.15% | +13.49% |
Max Drawdown (1Y)Largest decline over 1 year | -2.84% | -2.86% | +0.02% |
Max Drawdown (3Y)Largest decline over 3 years | — | -6.80% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.11% | — |
Current DrawdownCurrent decline from peak | -1.22% | -1.45% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -1.18% | -4.12% | +2.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 0.98% | +0.02% |
Volatility
AGGS vs. IMTB - Volatility Comparison
The current volatility for Harbor Disciplined Bond ETF (AGGS) is 0.87%, while iShares Core 5-10 Year USD Bond ETF (IMTB) has a volatility of 1.38%. This indicates that AGGS experiences smaller price fluctuations and is considered to be less risky than IMTB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AGGS | IMTB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 1.38% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 2.72% | 3.15% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.91% | 4.10% | -0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.65% | 6.30% | -1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.65% | 5.18% | -0.53% |
AGGS vs. IMTB - Expense Ratio Comparison
AGGS has a 0.35% expense ratio, which is higher than IMTB's 0.06% expense ratio.
Dividends
AGGS vs. IMTB - Dividend Comparison
AGGS's dividend yield for the trailing twelve months is around 5.20%, more than IMTB's 4.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AGGS Harbor Disciplined Bond ETF | 5.20% | 5.43% | 3.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IMTB iShares Core 5-10 Year USD Bond ETF | 4.51% | 4.40% | 4.42% | 4.13% | 2.90% | 2.49% | 2.63% | 2.91% | 3.04% | 2.75% | 0.40% |
Frequently Asked Questions
AGGS and IMTB have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IMTB has higher volatility (1.38%) compared to AGGS (0.87%). In terms of maximum drawdown, AGGS dropped -4.66% vs IMTB's -18.15%.
On 1-year performance, IMTB leads with 5.32% vs 4.93% for AGGS. On fees, IMTB is cheaper at 0.06% per year. On volatility, AGGS has been the lower-risk option at 0.87%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IMTB has performed better with a 5.32% return vs 4.93%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IMTB is cheaper with a 0.06% expense ratio, compared with 0.35% for AGGS.
AGGS has the higher dividend yield at 5.20%, compared with 4.51% for IMTB.
They also come from different issuers: Harbor and iShares. Their fees differ too: 0.35% for AGGS and 0.06% for IMTB.
IMTB currently has the higher Sharpe Ratio (1.30 vs 1.27), 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.
Find the right allocation for AGGS and IMTB
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer