AOK vs. AGG

In the year-to-date period, AOK achieves a 1.82% return, which is significantly lower than AGG's 2.10% return. Over the past 10 years, AOK has outperformed AGG with an annualized return of 3.93%, while AGG has yielded a comparatively lower 1.51% annualized return.

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AOK has a 0.25% expense ratio, which is higher than AGG's 0.05% 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%.

This table presents a comparison of risk-adjusted performance metrics for iShares Core Conservative Allocation ETF (AOK) 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.

The current AOK Sharpe Ratio is 1.04, which is comparable to the AGG Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of AOK and AGG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AOK's dividend yield for the trailing twelve months is around 3.33%, less than AGG's 3.83% yield.

The maximum AOK drawdown since its inception was -18.94%, roughly equal to the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for AOK and AGG. For additional features, visit the drawdowns tool.

iShares Core Conservative Allocation ETF (AOK) has a higher volatility of 3.38% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.77%. This indicates that AOK'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.