AGGU.L vs. BNDX

In the year-to-date period, AGGU.L achieves a 2.02% return, which is significantly higher than BNDX's 1.82% return.

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AGGU.L has a 0.10% expense ratio, which is higher than BNDX's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) and Vanguard Total International Bond ETF (BNDX). 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.

The current AGGU.L Sharpe Ratio is 1.22, which is comparable to the BNDX Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of AGGU.L and BNDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AGGU.L has not paid dividends to shareholders, while BNDX's dividend yield for the trailing twelve months is around 4.29%.

The maximum AGGU.L drawdown since its inception was -15.55%, roughly equal to the maximum BNDX drawdown of -16.23%. Use the drawdown chart below to compare losses from any high point for AGGU.L and BNDX.

The current volatility for iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) is 0.84%, while Vanguard Total International Bond ETF (BNDX) has a volatility of 0.99%. This indicates that AGGU.L experiences smaller price fluctuations and is considered to be less risky than BNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.