AGGU.L vs. VBTLX

In the year-to-date period, AGGU.L achieves a 1.48% return, which is significantly lower than VBTLX's 1.71% return.

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AGGU.L has a 0.10% expense ratio, which is higher than VBTLX's 0.05% 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 Bond Market Index Fund Admiral Shares (VBTLX). 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 1.31, which is higher than the VBTLX Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of AGGU.L and VBTLX, 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 VBTLX's dividend yield for the trailing twelve months is around 3.46%.

The maximum AGGU.L drawdown since its inception was -15.55%, smaller than the maximum VBTLX drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for AGGU.L and VBTLX. For additional features, visit the drawdowns tool.

The current volatility for iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) is 1.20%, while Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) has a volatility of 1.60%. This indicates that AGGU.L experiences smaller price fluctuations and is considered to be less risky than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.