AMID vs. AGG
AMID (Argent Mid Cap ETF) and AGG (iShares Core U.S. Aggregate Bond ETF) are both exchange-traded funds - AMID is a Mid Cap Growth Equities fund actively managed by Argent, while AGG is a Total Bond Market fund tracking the Bloomberg U.S. Aggregate Bond Index. AMID is actively managed, while AGG is passively managed. Over the past 3 years, AMID returned 11.79%/yr vs 4.19%/yr for AGG. At a 0.27 correlation, their price movements are largely independent. AMID charges 0.52%/yr vs 0.03%/yr for AGG.
Performance
AMID vs. AGG - Performance Comparison
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Returns By Period
In the year-to-date period, AMID achieves a 7.01% return, which is significantly higher than AGG's 0.52% return.
AMID
- 1D
- 0.46%
- 1M
- 3.18%
- YTD
- 7.01%
- 6M
- 4.94%
- 1Y
- 9.85%
- 3Y*
- 11.79%
- 5Y*
- —
- 10Y*
- —
AGG
- 1D
- -0.12%
- 1M
- 0.43%
- YTD
- 0.52%
- 6M
- 0.93%
- 1Y
- 4.50%
- 3Y*
- 4.19%
- 5Y*
- 0.06%
- 10Y*
- 1.57%
AMID vs. AGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AMID Argent Mid Cap ETF | 7.01% | -1.39% | 13.06% | 31.26% | -7.01% |
AGG iShares Core U.S. Aggregate Bond ETF | 0.52% | 7.19% | 1.31% | 5.65% | -4.88% |
Correlation
The correlation between AMID and AGG is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Aug 17, 2022 | 0.27 |
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Return for Risk
AMID vs. AGG — Risk / Return Rank
AMID
AGG
AMID vs. AGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Argent Mid Cap ETF (AMID) and iShares Core U.S. Aggregate Bond ETF (AGG). 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.
| AMID | AGG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.59 | ||
| Sortino ratioReturn per unit of downside risk | -0.79 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.21 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.80 | 1.63 | -0.83 |
| Martin ratioReturn relative to average drawdown | 2.78 | 4.82 | -2.04 |
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Drawdowns
AMID vs. AGG - Drawdown Comparison
The maximum AMID drawdown since its inception was -23.32%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for AMID and AGG.
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Drawdown Indicators
| AMID | AGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.32% | -18.43% | -4.89% |
Max Drawdown (1Y)Largest decline over 1 year | -12.31% | -2.76% | -9.55% |
Max Drawdown (3Y)Largest decline over 3 years | -23.32% | -6.11% | -17.21% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.82% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.43% | — |
Current DrawdownCurrent decline from peak | -3.91% | -1.88% | -2.03% |
Average DrawdownAverage peak-to-trough decline | -6.19% | -2.71% | -3.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 0.94% | +2.62% |
Volatility
AMID vs. AGG - Volatility Comparison
Argent Mid Cap ETF (AMID) has a higher volatility of 5.84% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.37%. This indicates that AMID's price experiences larger fluctuations and is considered to be riskier than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMID | AGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 1.37% | +4.47% |
Volatility (6M)Calculated over the trailing 6-month period | 12.80% | 2.81% | +9.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.59% | 3.82% | +12.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.17% | 6.09% | +13.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.17% | 5.41% | +13.76% |
AMID vs. AGG - Expense Ratio Comparison
AMID has a 0.52% expense ratio, which is higher than AGG's 0.03% expense ratio.
Dividends
AMID vs. AGG - Dividend Comparison
AMID's dividend yield for the trailing twelve months is around 0.33%, less than AGG's 3.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 3.98% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
AMID Argent Mid Cap ETF | 0.33% | 0.36% | 0.33% | 0.43% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AMID and AGG have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMID has higher volatility (5.84%) compared to AGG (1.37%). In terms of maximum drawdown, AMID dropped -23.32% vs AGG's -18.43%.
On 3-year performance, AMID leads with 11.79% vs 4.19% for AGG. On fees, AGG is cheaper at 0.03% per year. On volatility, AGG has been the lower-risk option at 1.37%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, AMID has performed better with a 11.79% return vs 4.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AGG is cheaper with a 0.03% expense ratio, compared with 0.52% for AMID.
AGG has the higher dividend yield at 3.98%, compared with 0.33% for AMID.
AMID is categorized as Mid Cap Growth Equities, while AGG is Total Bond Market. They also come from different issuers: Argent and iShares. Their fees differ too: 0.52% for AMID and 0.03% for AGG.
AGG currently has the higher Sharpe Ratio (1.19 vs 0.60), 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.
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