Correlation
The correlation between AGIH and BND is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
AGIH vs. BND
Compare and contrast key facts about iShares Inflation Hedged U.S. Aggregate Bond ETF (AGIH) and Vanguard Total Bond Market ETF (BND).
AGIH and BND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AGIH is a passively managed fund by iShares that tracks the performance of the BlackRock Inflation Hedged U.S. Aggregate Bond Index - Benchmark TR Gross. It was launched on Jun 22, 2022. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007. Both AGIH and BND are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGIH or BND.
Performance
AGIH vs. BND - Performance Comparison
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Key characteristics
AGIH:
1.22
BND:
1.15
AGIH:
1.50
BND:
1.41
AGIH:
1.20
BND:
1.17
AGIH:
1.62
BND:
0.41
AGIH:
3.65
BND:
2.46
AGIH:
1.35%
BND:
2.11%
AGIH:
4.49%
BND:
5.33%
AGIH:
-9.24%
BND:
-18.84%
AGIH:
-1.22%
BND:
-7.27%
Returns By Period
In the year-to-date period, AGIH achieves a 2.75% return, which is significantly higher than BND's 2.30% return.
AGIH
2.75%
-0.57%
1.51%
5.42%
N/A
N/A
N/A
BND
2.30%
-0.93%
0.95%
6.08%
1.26%
-1.04%
1.49%
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AGIH vs. BND - Expense Ratio Comparison
AGIH has a 0.13% expense ratio, which is higher than BND's 0.03% 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%.
Risk-Adjusted Performance
AGIH vs. BND — Risk-Adjusted Performance Rank
AGIH
BND
AGIH vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Inflation Hedged U.S. Aggregate Bond ETF (AGIH) and Vanguard Total Bond Market ETF (BND). 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.
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Dividends
AGIH vs. BND - Dividend Comparison
AGIH's dividend yield for the trailing twelve months is around 3.71%, less than BND's 3.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGIH iShares Inflation Hedged U.S. Aggregate Bond ETF | 3.71% | 3.64% | 3.13% | 1.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.75% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
AGIH vs. BND - Drawdown Comparison
The maximum AGIH drawdown since its inception was -9.24%, smaller than the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for AGIH and BND.
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Volatility
AGIH vs. BND - Volatility Comparison
The current volatility for iShares Inflation Hedged U.S. Aggregate Bond ETF (AGIH) is 1.37%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.50%. This indicates that AGIH experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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