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AGZ vs. GBF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AGZ vs. GBF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Agency Bond ETF (AGZ) and iShares Government/Credit Bond ETF (GBF). 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 GBF's 0.22% return. Over the past 10 years, AGZ has outperformed GBF with an annualized return of 1.83%, while GBF has yielded a comparatively lower 1.48% 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%

GBF

1D
-0.23%
1M
0.25%
YTD
0.22%
6M
-0.18%
1Y
4.50%
3Y*
3.59%
5Y*
-0.21%
10Y*
1.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AGZ vs. GBF - 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%
GBF
iShares Government/Credit Bond ETF
0.22%6.41%0.99%5.79%-13.85%-2.30%8.76%9.47%-0.52%4.10%

Correlation

The correlation between AGZ and GBF is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.79

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

0.83

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

0.84

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

0.78

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

0.68

The correlation between AGZ and GBF shifts across timeframes, from 0.68 (all time) to 0.84 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

AGZ vs. GBF — 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

GBF
GBF Risk / Return Rank: 3333
Overall Rank
GBF Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
GBF Sortino Ratio Rank: 3434
Sortino Ratio Rank
GBF Omega Ratio Rank: 3131
Omega Ratio Rank
GBF Calmar Ratio Rank: 3434
Calmar Ratio Rank
GBF Martin Ratio Rank: 3333
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. GBF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Agency Bond ETF (AGZ) and iShares Government/Credit Bond ETF (GBF). 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.


AGZGBFDifference

Sharpe ratio

Return per unit of total volatility

1.54

1.21

+0.33

Sortino ratio

Return per unit of downside risk

2.33

1.81

+0.52

Omega ratio

Gain probability vs. loss probability

1.28

1.21

+0.07

Calmar ratio

Return relative to maximum drawdown

2.93

1.65

+1.28

Martin ratio

Return relative to average drawdown

9.76

4.91

+4.85

AGZ vs. GBF - Sharpe Ratio Comparison

The current AGZ Sharpe Ratio is 1.54, which is comparable to the GBF Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of AGZ and GBF, 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


AGZGBFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.54

1.21

+0.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.33

-0.04

+0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.28

+0.32

Sharpe Ratio (All Time)

Calculated using the full available price history

0.68

0.58

+0.11

Drawdowns

AGZ vs. GBF - Drawdown Comparison

The maximum AGZ drawdown since its inception was -11.01%, smaller than the maximum GBF drawdown of -19.67%. Use the drawdown chart below to compare losses from any high point for AGZ and GBF.


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Drawdown Indicators


AGZGBFDifference

Max Drawdown

Largest peak-to-trough decline

-11.01%

-19.67%

+8.66%

Max Drawdown (1Y)

Largest decline over 1 year

-1.35%

-2.73%

+1.38%

Max Drawdown (3Y)

Largest decline over 3 years

-1.85%

-5.78%

+3.93%

Max Drawdown (5Y)

Largest decline over 5 years

-10.66%

-18.45%

+7.79%

Max Drawdown (10Y)

Largest decline over 10 years

-11.01%

-19.67%

+8.66%

Current Drawdown

Current decline from peak

-0.78%

-4.84%

+4.06%

Average Drawdown

Average peak-to-trough decline

-1.61%

-3.67%

+2.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.41%

0.92%

-0.51%

Volatility

AGZ vs. GBF - Volatility Comparison

The current volatility for iShares Agency Bond ETF (AGZ) is 0.76%, while iShares Government/Credit Bond ETF (GBF) has a volatility of 1.21%. This indicates that AGZ experiences smaller price fluctuations and is considered to be less risky than GBF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AGZGBFDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.76%

1.21%

-0.45%

Volatility (6M)

Calculated over the trailing 6-month period

1.93%

2.63%

-0.70%

Volatility (1Y)

Calculated over the trailing 1-year period

2.58%

3.75%

-1.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.54%

5.93%

-2.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.03%

5.28%

-2.25%

AGZ vs. GBF - Expense Ratio Comparison

Both AGZ and GBF have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

AGZ vs. GBF - Dividend Comparison

AGZ's dividend yield for the trailing twelve months is around 3.73%, less than GBF's 3.79% 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%
GBF
iShares Government/Credit Bond ETF
3.79%3.81%3.94%3.03%2.13%1.22%1.64%2.64%2.59%2.31%2.09%2.04%

Frequently Asked Questions


AGZ and GBF have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GBF has higher volatility (1.21%) compared to AGZ (0.76%). In terms of maximum drawdown, AGZ dropped -11.01% vs GBF's -19.67%.

On 10-year performance, AGZ leads with 1.83% vs 1.48% for GBF. Both ETFs have the same 0.20% expense ratio. On volatility, AGZ has been the lower-risk option at 0.76%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, AGZ has performed better with a 1.83% return vs 1.48%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

AGZ and GBF have the same expense ratio: 0.20% per year.

GBF has the higher dividend yield at 3.79%, compared with 3.73% for AGZ.

AGZ is categorized as Government Bonds, while GBF is Intermediate Core Bond. AGZ tracks Bloomberg U.S. Agency Bond Index (USD), while GBF tracks Bloomberg U.S. Government/Credit Bond Index.

AGZ currently has the higher Sharpe Ratio (1.54 vs 1.21), 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

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