BBAG vs. AGTHX
Compare and contrast key facts about JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and American Funds The Growth Fund of America Class A (AGTHX).
BBAG is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg US Aggregate Bond Index. It was launched on Dec 12, 2018. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBAG or AGTHX.
Correlation
The correlation between BBAG and AGTHX is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BBAG vs. AGTHX - Performance Comparison
Key characteristics
BBAG:
0.88
AGTHX:
1.56
BBAG:
1.27
AGTHX:
2.10
BBAG:
1.15
AGTHX:
1.29
BBAG:
0.33
AGTHX:
2.45
BBAG:
2.13
AGTHX:
9.71
BBAG:
2.16%
AGTHX:
2.54%
BBAG:
5.23%
AGTHX:
15.82%
BBAG:
-18.86%
AGTHX:
-51.65%
BBAG:
-8.36%
AGTHX:
-3.35%
Returns By Period
In the year-to-date period, BBAG achieves a 1.50% return, which is significantly lower than AGTHX's 3.09% return.
BBAG
1.50%
1.35%
-0.92%
4.84%
-0.72%
N/A
AGTHX
3.09%
-2.10%
10.47%
21.63%
13.46%
13.33%
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BBAG vs. AGTHX - Expense Ratio Comparison
BBAG has a 0.03% expense ratio, which is lower than AGTHX's 0.61% expense ratio.
Risk-Adjusted Performance
BBAG vs. AGTHX — Risk-Adjusted Performance Rank
BBAG
AGTHX
BBAG vs. AGTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and American Funds The Growth Fund of America Class A (AGTHX). 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.
Dividends
BBAG vs. AGTHX - Dividend Comparison
BBAG's dividend yield for the trailing twelve months is around 4.18%, less than AGTHX's 8.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 4.18% | 4.25% | 3.60% | 2.23% | 1.44% | 2.11% | 2.91% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% |
AGTHX American Funds The Growth Fund of America Class A | 8.72% | 8.99% | 6.81% | 0.75% | 8.18% | 4.55% | 7.89% | 12.71% | 7.54% | 6.61% | 8.87% | 9.90% |
Drawdowns
BBAG vs. AGTHX - Drawdown Comparison
The maximum BBAG drawdown since its inception was -18.86%, smaller than the maximum AGTHX drawdown of -51.65%. Use the drawdown chart below to compare losses from any high point for BBAG and AGTHX. For additional features, visit the drawdowns tool.
Volatility
BBAG vs. AGTHX - Volatility Comparison
The current volatility for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) is 1.41%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 4.39%. This indicates that BBAG experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.