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AGRH vs. AGIH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AGRH and AGIH is 0.36, 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.


Performance

AGRH vs. AGIH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Interest Rate Hedged U.S. Aggregate Bond ETF (AGRH) and iShares Inflation Hedged U.S. Aggregate Bond ETF (AGIH). The values are adjusted to include any dividend payments, if applicable.

4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
15.64%
6.74%
AGRH
AGIH

Key characteristics

Sharpe Ratio

AGRH:

2.33

AGIH:

1.19

Sortino Ratio

AGRH:

3.19

AGIH:

1.61

Omega Ratio

AGRH:

1.49

AGIH:

1.21

Calmar Ratio

AGRH:

2.52

AGIH:

1.71

Martin Ratio

AGRH:

13.59

AGIH:

3.96

Ulcer Index

AGRH:

0.32%

AGIH:

1.30%

Daily Std Dev

AGRH:

1.90%

AGIH:

4.44%

Max Drawdown

AGRH:

-1.73%

AGIH:

-9.24%

Current Drawdown

AGRH:

-0.45%

AGIH:

-1.34%

Returns By Period

In the year-to-date period, AGRH achieves a 0.83% return, which is significantly lower than AGIH's 2.63% return.


AGRH

YTD

0.83%

1M

0.96%

6M

1.38%

1Y

4.40%

5Y*

N/A

10Y*

N/A

AGIH

YTD

2.63%

1M

0.39%

6M

1.37%

1Y

5.27%

5Y*

N/A

10Y*

N/A

*Annualized

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AGRH vs. AGIH - Expense Ratio Comparison

Both AGRH and AGIH have an expense ratio of 0.13%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Risk-Adjusted Performance

AGRH vs. AGIH — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AGRH
The Risk-Adjusted Performance Rank of AGRH is 9696
Overall Rank
The Sharpe Ratio Rank of AGRH is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of AGRH is 9696
Sortino Ratio Rank
The Omega Ratio Rank of AGRH is 9696
Omega Ratio Rank
The Calmar Ratio Rank of AGRH is 9595
Calmar Ratio Rank
The Martin Ratio Rank of AGRH is 9696
Martin Ratio Rank

AGIH
The Risk-Adjusted Performance Rank of AGIH is 8585
Overall Rank
The Sharpe Ratio Rank of AGIH is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of AGIH is 8585
Sortino Ratio Rank
The Omega Ratio Rank of AGIH is 8383
Omega Ratio Rank
The Calmar Ratio Rank of AGIH is 9292
Calmar Ratio Rank
The Martin Ratio Rank of AGIH is 8181
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AGRH vs. AGIH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Interest Rate Hedged U.S. Aggregate Bond ETF (AGRH) and iShares Inflation Hedged U.S. Aggregate Bond ETF (AGIH). 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 AGRH Sharpe Ratio is 2.33, which is higher than the AGIH Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of AGRH and AGIH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00December2025FebruaryMarchAprilMay
2.33
1.19
AGRH
AGIH

Dividends

AGRH vs. AGIH - Dividend Comparison

AGRH's dividend yield for the trailing twelve months is around 5.02%, more than AGIH's 3.71% yield.


Drawdowns

AGRH vs. AGIH - Drawdown Comparison

The maximum AGRH drawdown since its inception was -1.73%, smaller than the maximum AGIH drawdown of -9.24%. Use the drawdown chart below to compare losses from any high point for AGRH and AGIH. For additional features, visit the drawdowns tool.


-3.50%-3.00%-2.50%-2.00%-1.50%-1.00%-0.50%0.00%December2025FebruaryMarchAprilMay
-0.45%
-1.34%
AGRH
AGIH

Volatility

AGRH vs. AGIH - Volatility Comparison

The current volatility for iShares Interest Rate Hedged U.S. Aggregate Bond ETF (AGRH) is 0.92%, while iShares Inflation Hedged U.S. Aggregate Bond ETF (AGIH) has a volatility of 1.74%. This indicates that AGRH experiences smaller price fluctuations and is considered to be less risky than AGIH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.50%1.00%1.50%2.00%December2025FebruaryMarchAprilMay
0.92%
1.74%
AGRH
AGIH