AGGU.L vs. ISAC.L
AGGU.L (iShares Core Global Aggregate Bond UCITS ETF) and ISAC.L (iShares MSCI ACWI UCITS ETF USD (Acc)) are both exchange-traded funds - AGGU.L is a Global Bonds fund tracking the Bloomberg Global Aggregate Bond Index, while ISAC.L is a Global Equities fund tracking the MSCI ACWI Index. Both are passively managed. Over the past 5 years, AGGU.L returned 0.58%/yr vs 11.38%/yr for ISAC.L. At a 0.05 correlation, their price movements are largely independent. AGGU.L charges 0.10%/yr vs 0.20%/yr for ISAC.L.
Performance
AGGU.L vs. ISAC.L - Performance Comparison
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Returns By Period
In the year-to-date period, AGGU.L achieves a 0.36% return, which is significantly lower than ISAC.L's 11.54% return.
AGGU.L
- 1D
- 0.09%
- 1M
- 0.15%
- YTD
- 0.36%
- 6M
- 0.66%
- 1Y
- 3.26%
- 3Y*
- 4.17%
- 5Y*
- 0.58%
- 10Y*
- —
ISAC.L
- 1D
- -0.10%
- 1M
- 4.26%
- YTD
- 11.54%
- 6M
- 13.01%
- 1Y
- 28.81%
- 3Y*
- 21.19%
- 5Y*
- 11.38%
- 10Y*
- 12.63%
AGGU.L vs. ISAC.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGGU.L iShares Core Global Aggregate Bond UCITS ETF | 0.36% | 4.72% | 3.45% | 6.71% | -11.53% | -1.81% | 5.15% | 8.16% | 1.56% | -0.15% |
ISAC.L iShares MSCI ACWI UCITS ETF USD (Acc) | 11.54% | 22.36% | 17.81% | 22.57% | -18.16% | 18.85% | 15.66% | 25.77% | -9.73% | 2.89% |
Correlation
The correlation between AGGU.L and ISAC.L is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Nov 24, 2017 | 0.05 |
Over the past year, AGGU.L and ISAC.L have become more correlated (0.43) than their long-term average of 0.05, meaning their price movements have been converging.
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Return for Risk
AGGU.L vs. ISAC.L — Risk / Return Rank
AGGU.L
ISAC.L
AGGU.L vs. ISAC.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) and iShares MSCI ACWI UCITS ETF USD (Acc) (ISAC.L). 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.
| AGGU.L | ISAC.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.26 | ||
| Sortino ratioReturn per unit of downside risk | -1.87 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.43 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.45 | 3.27 | -1.82 |
| Martin ratioReturn relative to average drawdown | 4.44 | 13.72 | -9.27 |
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
| AGGU.L | ISAC.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 2.31 | -1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.73 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.75 | -0.35 |
Drawdowns
AGGU.L vs. ISAC.L - Drawdown Comparison
The maximum AGGU.L drawdown since its inception was -15.55%, smaller than the maximum ISAC.L drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for AGGU.L and ISAC.L.
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Drawdown Indicators
| AGGU.L | ISAC.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.55% | -33.82% | +18.27% |
Max Drawdown (1Y)Largest decline over 1 year | -2.24% | -8.77% | +6.53% |
Max Drawdown (3Y)Largest decline over 3 years | -3.48% | -16.56% | +13.08% |
Max Drawdown (5Y)Largest decline over 5 years | -15.20% | -26.07% | +10.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.82% | — |
Current DrawdownCurrent decline from peak | -1.02% | -0.72% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -4.69% | +0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.73% | 2.10% | -1.37% |
Volatility
AGGU.L vs. ISAC.L - Volatility Comparison
The current volatility for iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) is 1.26%, while iShares MSCI ACWI UCITS ETF USD (Acc) (ISAC.L) has a volatility of 3.84%. This indicates that AGGU.L experiences smaller price fluctuations and is considered to be less risky than ISAC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGGU.L | ISAC.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.26% | 3.84% | -2.58% |
Volatility (6M)Calculated over the trailing 6-month period | 2.56% | 9.77% | -7.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.08% | 12.40% | -9.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.77% | 15.57% | -10.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.43% | 15.95% | -11.52% |
AGGU.L vs. ISAC.L - Expense Ratio Comparison
AGGU.L has a 0.10% expense ratio, which is lower than ISAC.L's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
AGGU.L vs. ISAC.L - Dividend Comparison
Neither AGGU.L nor ISAC.L has paid dividends to shareholders.
Frequently Asked Questions
AGGU.L and ISAC.L have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AGGU.L is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AGGU.L is cheaper with a 0.10% expense ratio, compared with 0.20% for ISAC.L.
AGGU.L is categorized as Global Bonds, while ISAC.L is Global Equities. AGGU.L tracks Bloomberg Global Aggregate Bond Index, while ISAC.L tracks MSCI ACWI Index. Their fees differ too: 0.10% for AGGU.L and 0.20% for ISAC.L.
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