BBAG vs. AGTHX

Last updated Jun 3, 2026

BBAG (JPMorgan BetaBuilders U.S. Aggregate Bond ETF) and AGTHX (American Funds The Growth Fund of America Class A) are both funds - BBAG is a Intermediate Core Bond fund tracking the Bloomberg US Aggregate Bond Index, while AGTHX is a Large Cap Growth Equities fund managed by Equity. Over the past 5 years, BBAG returned 0.10%/yr vs 12.35%/yr for AGTHX. At a 0.09 correlation, their price movements are largely independent. BBAG charges 0.03%/yr vs 0.61%/yr for AGTHX.

Performance

BBAG vs. AGTHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) and American Funds The Growth Fund of America Class A (AGTHX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BBAG achieves a 0.41% return, which is significantly lower than AGTHX's 10.45% return.

BBAG

• 1D: 0.03%
• 1M: 0.09%
• YTD: 0.41%
• 6M: 0.50%
• 1Y: 5.25%
• 3Y*: 3.94%
• 5Y*: 0.10%
• 10Y*: —

AGTHX

• 1D: 0.37%
• 1M: 7.36%
• YTD: 10.45%
• 6M: 10.73%
• 1Y: 27.14%
• 3Y*: 25.30%
• 5Y*: 12.35%
• 10Y*: 16.01%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BBAG vs. AGTHX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF	0.41%	7.27%	1.26%	5.41%	-13.26%	-1.79%	7.31%	8.31%	1.00%
AGTHX American Funds The Growth Fund of America Class A	10.45%	19.73%	28.02%	37.22%	-30.75%	19.32%	37.83%	28.16%	-3.29%

Correlation

The correlation between BBAG and AGTHX is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.27
Correlation (3Y) Calculated over the trailing 3-year period	0.22
Correlation (5Y) Calculated over the trailing 5-year period	0.17
Correlation (All Time) Calculated using the full available price history since Dec 17, 2018	0.09

The correlation between BBAG and AGTHX shifts across timeframes, from 0.09 (all time) to 0.27 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

BBAG vs. AGTHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBAG

BBAG Risk / Return Rank: 37
BBAG Sharpe Ratio Rank: 38
BBAG Sortino Ratio Rank: 39
BBAG Omega Ratio Rank: 36
BBAG Calmar Ratio Rank: 36
BBAG Martin Ratio Rank: 35

AGTHX

AGTHX Risk / Return Rank: 36
AGTHX Sharpe Ratio Rank: 40
AGTHX Sortino Ratio Rank: 36
AGTHX Omega Ratio Rank: 39
AGTHX Calmar Ratio Rank: 28
AGTHX Martin Ratio Rank: 35

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.

BBAG vs. AGTHX - Risk-Adjusted Trends 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.

	BBAG	AGTHX	Difference
Sharpe ratio Return per unit of total volatility	1.35	1.86	-0.51
Sortino ratio Return per unit of downside risk	2.02	2.53	-0.52
Omega ratio Gain probability vs. loss probability	1.24	1.33	-0.09
Calmar ratio Return relative to maximum drawdown	1.82	2.04	-0.22
Martin ratio Return relative to average drawdown	5.50	7.98	-2.48
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BBAG vs. AGTHX - Sharpe Ratio Comparison

The current BBAG Sharpe Ratio is 1.35, which is comparable to the AGTHX Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of BBAG and AGTHX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	BBAG	AGTHX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.35	1.86	-0.51
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.02	0.61	-0.60
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.82	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.33	0.71	-0.38

Drawdowns

BBAG vs. AGTHX - Drawdown Comparison

The maximum BBAG drawdown since its inception was -18.73%, smaller than the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for BBAG and AGTHX.

Drawdown Indicators

	BBAG	AGTHX	Difference
Max Drawdown Largest peak-to-trough decline	-18.73%	-51.91%	+33.18%
Max Drawdown (1Y) Largest decline over 1 year	-2.78%	-13.76%	+10.98%
Max Drawdown (3Y) Largest decline over 3 years	-6.18%	-21.57%	+15.39%
Max Drawdown (5Y) Largest decline over 5 years	-18.06%	-36.38%	+18.32%
Max Drawdown (10Y) Largest decline over 10 years	—	-36.38%	—
Current Drawdown Current decline from peak	-2.62%	0.00%	-2.62%
Average Drawdown Average peak-to-trough decline	-6.22%	-9.20%	+2.98%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.92%	3.52%	-2.60%

Volatility

BBAG vs. AGTHX - Volatility Comparison

The current volatility for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) is 1.27%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 3.61%. 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.

Volatility by Period

	BBAG	AGTHX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.27%	3.61%	-2.34%
Volatility (6M) Calculated over the trailing 6-month period	2.85%	11.66%	-8.81%
Volatility (1Y) Calculated over the trailing 1-year period	3.92%	15.18%	-11.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.92%	20.25%	-14.33%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.80%	19.69%	-13.89%

BBAG vs. AGTHX - Expense Ratio Comparison

BBAG has a 0.03% expense ratio, which is lower than AGTHX's 0.61% expense ratio.

Dividends

BBAG vs. AGTHX - Dividend Comparison

BBAG's dividend yield for the trailing twelve months is around 4.36%, less than AGTHX's 9.68% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AGTHX American Funds The Growth Fund of America Class A	9.68%	10.69%	8.99%	7.40%	4.05%	8.18%	4.30%	7.15%	11.99%	7.03%	6.61%	8.87%
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF	4.36%	4.29%	4.25%	3.60%	2.23%	1.44%	2.26%	2.92%	0.16%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BBAG and AGTHX in my portfolio?

BBAG and AGTHX have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BBAG or AGTHX?

AGTHX has higher volatility (3.61%) compared to BBAG (1.27%). In terms of maximum drawdown, BBAG dropped -18.73% vs AGTHX's -51.91%.

Which has better risk-adjusted returns?

AGTHX currently has the higher Sharpe Ratio (1.86 vs 1.35), 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.