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AGZ vs. BIL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AGZ vs. BIL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Agency Bond ETF (AGZ) and SPDR Bloomberg 1-3 Month T-Bill ETF (BIL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AGZ achieves a 0.16% return, which is significantly lower than BIL's 1.49% return. Over the past 10 years, AGZ has underperformed BIL with an annualized return of 1.83%, while BIL has yielded a comparatively higher 2.18% annualized return.


AGZ

1D
-0.13%
1M
-0.03%
YTD
0.16%
6M
0.29%
1Y
3.95%
3Y*
4.10%
5Y*
1.15%
10Y*
1.83%

BIL

1D
0.02%
1M
0.28%
YTD
1.49%
6M
1.77%
1Y
3.87%
3Y*
4.64%
5Y*
3.41%
10Y*
2.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AGZ vs. BIL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AGZ
iShares Agency Bond ETF
0.16%6.05%3.08%5.18%-7.77%-1.05%5.77%5.51%1.32%2.01%
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
1.49%4.15%5.19%4.94%1.40%-0.10%0.40%2.03%1.74%0.69%

Correlation

The correlation between AGZ and BIL is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.10

Correlation (3Y)
Calculated over the trailing 3-year period

0.04

Correlation (5Y)
Calculated over the trailing 5-year period

0.09

Correlation (10Y)
Calculated over the trailing 10-year period

0.05

Correlation (All Time)
Calculated using the full available price history since Nov 10, 2008

0.03

The correlation between AGZ and BIL shifts across timeframes, from -0.10 (1 year) to 0.09 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

AGZ vs. BIL — Risk / Return Rank

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

AGZ
AGZ Risk / Return Rank: 5050
Overall Rank
AGZ Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
AGZ Sortino Ratio Rank: 4747
Sortino Ratio Rank
AGZ Omega Ratio Rank: 4444
Omega Ratio Rank
AGZ Calmar Ratio Rank: 5959
Calmar Ratio Rank
AGZ Martin Ratio Rank: 5656
Martin Ratio Rank

BIL
BIL Risk / Return Rank: 100100
Overall Rank
BIL Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
BIL Sortino Ratio Rank: 100100
Sortino Ratio Rank
BIL Omega Ratio Rank: 100100
Omega Ratio Rank
BIL Calmar Ratio Rank: 100100
Calmar Ratio Rank
BIL Martin Ratio Rank: 100100
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AGZ vs. BIL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Agency Bond ETF (AGZ) and SPDR Bloomberg 1-3 Month T-Bill ETF (BIL). 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.


AGZBILDifference
Sharpe ratioReturn per unit of total volatility

-18.17

Sortino ratioReturn per unit of downside risk

-171.83

Omega ratioGain probability vs. loss probability

1.28

87.91

-86.62

Calmar ratioReturn relative to maximum drawdown

2.93

355.35

-352.42

Martin ratioReturn relative to average drawdown

9.76

2,817.77

-2,808.01

AGZ vs. BIL - Sharpe Ratio Comparison

The current AGZ Sharpe Ratio is 1.54, which is lower than the BIL Sharpe Ratio of 19.71. The chart below compares the historical Sharpe Ratios of AGZ and BIL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


AGZBILDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.54

19.71

-18.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.33

13.16

-12.83

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

8.52

-7.92

Sharpe Ratio (All Time)

Calculated using the full available price history

0.68

2.78

-2.09

Drawdowns

AGZ vs. BIL - Drawdown Comparison

The maximum AGZ drawdown since its inception was -11.01%, which is greater than BIL's maximum drawdown of -0.78%. Use the drawdown chart below to compare losses from any high point for AGZ and BIL.


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Drawdown Indicators


AGZBILDifference

Max Drawdown

Largest peak-to-trough decline

-11.01%

-0.78%

-10.23%

Max Drawdown (1Y)

Largest decline over 1 year

-1.35%

-0.01%

-1.34%

Max Drawdown (3Y)

Largest decline over 3 years

-1.85%

-0.01%

-1.84%

Max Drawdown (5Y)

Largest decline over 5 years

-10.66%

-0.10%

-10.56%

Max Drawdown (10Y)

Largest decline over 10 years

-11.01%

-0.21%

-10.80%

Current Drawdown

Current decline from peak

-0.78%

0.00%

-0.78%

Average Drawdown

Average peak-to-trough decline

-1.61%

-0.26%

-1.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.41%

0.00%

+0.41%

Volatility

AGZ vs. BIL - Volatility Comparison

iShares Agency Bond ETF (AGZ) has a higher volatility of 0.76% compared to SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) at 0.05%. This indicates that AGZ's price experiences larger fluctuations and is considered to be riskier than BIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AGZBILDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.76%

0.05%

+0.71%

Volatility (6M)

Calculated over the trailing 6-month period

1.93%

0.13%

+1.80%

Volatility (1Y)

Calculated over the trailing 1-year period

2.58%

0.20%

+2.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.54%

0.26%

+3.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.03%

0.26%

+2.77%

AGZ vs. BIL - Expense Ratio Comparison

AGZ has a 0.20% expense ratio, which is higher than BIL's 0.14% 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%.


Dividends

AGZ vs. BIL - Dividend Comparison

AGZ's dividend yield for the trailing twelve months is around 3.73%, less than BIL's 3.86% yield.


PositionTTM20252024202320222021202020192018201720162015
AGZ
iShares Agency Bond ETF
3.73%3.75%3.48%3.14%1.56%0.96%2.25%2.32%2.15%1.58%1.52%1.30%
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
3.86%4.13%5.03%4.92%1.35%0.00%0.30%2.05%1.66%0.68%0.07%0.00%

Frequently Asked Questions


AGZ and BIL have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AGZ has higher volatility (0.76%) compared to BIL (0.05%). In terms of maximum drawdown, AGZ dropped -11.01% vs BIL's -0.78%.

On 10-year performance, BIL leads with 2.18% vs 1.83% for AGZ. On fees, BIL is cheaper at 0.14% per year. On volatility, BIL has been the lower-risk option at 0.05%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, BIL has performed better with a 2.18% return vs 1.83%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BIL is cheaper with a 0.14% expense ratio, compared with 0.20% for AGZ.

BIL has the higher dividend yield at 3.86%, compared with 3.73% for AGZ.

AGZ tracks Bloomberg U.S. Agency Bond Index (USD), while BIL tracks Bloomberg 1-3 Month U.S. Treasury Bill Index. They also come from different issuers: iShares and State Street. Their fees differ too: 0.20% for AGZ and 0.14% for BIL.

BIL currently has the higher Sharpe Ratio (19.71 vs 1.54), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for AGZ and BIL

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