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AGZ vs. VTG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AGZ vs. VTG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Agency Bond ETF (AGZ) and Vanguard Total Treasury ETF (VTG). 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 0.14% return, which is significantly higher than VTG's -0.78% return.


AGZ

1D
-0.12%
1M
-0.37%
6M
0.06%
YTD
0.14%
1Y
2.32%
3Y*
4.20%
5Y*
0.97%
10Y*
1.74%
ALL TIME*
2.35%

VTG

1D
-0.22%
1M
-1.11%
6M
-0.79%
YTD
-0.78%
1Y
1.06%
3Y*
5Y*
10Y*
ALL TIME*
2.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.57M$1.51M$1.37M
$2.81M$3.14M$2.90M

AGZ vs. VTG - Yearly Performance Comparison


2026 (YTD)2025
AGZ
iShares Agency Bond ETF
0.14%3.16%
VTG
Vanguard Total Treasury ETF
-0.78%3.07%

Correlation

The correlation between AGZ and VTG is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.76

Correlation (All Time)
Calculated using the full available price history since Jul 9, 2025

0.78

The correlation between AGZ and VTG has been stable across timeframes, ranging from 0.76 to 0.78 - a consistent structural relationship.

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Return for Risk

AGZ vs. VTG — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AGZ
AGZ Risk / Return Rank: 5252
Overall Rank
AGZ Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
AGZ Sortino Ratio Rank: 4848
Sortino Ratio Rank
AGZ Omega Ratio Rank: 4646
Omega Ratio Rank
AGZ Calmar Ratio Rank: 6262
Calmar Ratio Rank
AGZ Martin Ratio Rank: 5555
Martin Ratio Rank

VTG
VTG Risk / Return Rank: 2323
Overall Rank
VTG Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
VTG Sortino Ratio Rank: 2323
Sortino Ratio Rank
VTG Omega Ratio Rank: 2222
Omega Ratio Rank
VTG Calmar Ratio Rank: 2323
Calmar Ratio Rank
VTG Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AGZ vs. VTG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Agency Bond ETF (AGZ) and Vanguard Total Treasury ETF (VTG). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AGZVTGDifference
Sharpe ratioReturn per unit of total volatility

+0.60

Sortino ratioReturn per unit of downside risk

+0.91

Omega ratioGain probability vs. loss probability

1.21

1.10

+0.11

Calmar ratioReturn relative to maximum drawdown

2.21

0.68

+1.52

Martin ratioReturn relative to average drawdown

6.46

1.62

+4.83

AGZ vs. VTG - Sharpe Ratio Comparison

The current AGZ Sharpe Ratio is 1.17, which is higher than the VTG Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of AGZ and VTG, 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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Drawdowns

AGZ vs. VTG - Drawdown Comparison

The maximum AGZ drawdown since its inception was -11.01%, which is greater than VTG's maximum drawdown of -2.89%. Use the drawdown chart below to compare losses from any high point for AGZ and VTG.


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Drawdown Indicators


AGZVTGDifference

Max Drawdown

Largest peak-to-trough decline

-11.01%

-2.89%

-8.12%

Max Drawdown (1Y)

Largest decline over 1 year

-1.35%

-2.89%

+1.54%

Max Drawdown (3Y)

Largest decline over 3 years

-1.85%

Max Drawdown (5Y)

Largest decline over 5 years

-10.65%

Max Drawdown (10Y)

Largest decline over 10 years

-11.01%

Current Drawdown

Current decline from peak

-0.81%

-2.55%

+1.74%

Average Drawdown

Average peak-to-trough decline

-1.60%

-0.90%

-0.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.46%

1.22%

-0.76%

Volatility

AGZ vs. VTG - Volatility Comparison

The current volatility for iShares Agency Bond ETF (AGZ) is 0.66%, while Vanguard Total Treasury ETF (VTG) has a volatility of 0.88%. This indicates that AGZ experiences smaller price fluctuations and is considered to be less risky than VTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AGZVTGDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.66%

0.88%

-0.22%

Volatility (6M)

Calculated over the trailing 6-month period

2.01%

2.68%

-0.67%

Volatility (1Y)

Calculated over the trailing 1-year period

2.54%

3.49%

-0.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.55%

3.51%

+0.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.03%

3.51%

-0.48%

AGZ vs. VTG - Expense Ratio Comparison

AGZ has a 0.20% expense ratio, which is higher than VTG'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%.


Dividends

AGZ vs. VTG - Dividend Comparison

AGZ's dividend yield for the trailing twelve months is around 3.72%, more than VTG's 3.57% yield.


PositionTTM20252024202320222021202020192018201720162015
AGZ
iShares Agency Bond ETF
3.39%3.75%3.48%3.14%1.56%0.96%2.25%2.32%2.15%1.58%1.52%1.30%
VTG
Vanguard Total Treasury ETF
3.31%1.65%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


AGZ and VTG have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VTG has higher volatility (0.88%) compared to AGZ (0.66%). In terms of maximum drawdown, AGZ dropped -11.01% vs VTG's -2.89%.

On 1-year performance, AGZ leads with 2.32% vs 1.06% for VTG. On fees, VTG is cheaper at 0.03% per year. On volatility, AGZ has been the lower-risk option at 0.66%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, AGZ has performed better with a 2.32% return vs 1.06%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VTG is cheaper with a 0.03% expense ratio, compared with 0.20% for AGZ.

AGZ has the higher dividend yield at 3.39%, compared with 3.31% for VTG.

AGZ tracks Bloomberg U.S. Agency Bond Index (USD), while VTG tracks Bloomberg U.S. Treasury Total Return Unhedged USD Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.20% for AGZ and 0.03% for VTG.

AGZ currently has the higher Sharpe Ratio (1.17 vs 0.57), 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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