BFFAX vs. AGG
Compare and contrast key facts about American Funds The Bond Fund of America Class F-3 (BFFAX) and iShares Core U.S. Aggregate Bond ETF (AGG).
BFFAX is managed by American Funds. It was launched on May 28, 1974. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFFAX or AGG.
Correlation
The correlation between BFFAX and AGG is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BFFAX vs. AGG - Performance Comparison
Key characteristics
BFFAX:
0.77
AGG:
0.73
BFFAX:
1.13
AGG:
1.08
BFFAX:
1.14
AGG:
1.13
BFFAX:
0.28
AGG:
0.29
BFFAX:
1.93
AGG:
1.82
BFFAX:
2.13%
AGG:
2.11%
BFFAX:
5.29%
AGG:
5.24%
BFFAX:
-19.76%
AGG:
-18.43%
BFFAX:
-9.64%
AGG:
-8.11%
Returns By Period
In the year-to-date period, BFFAX achieves a 0.75% return, which is significantly lower than AGG's 0.90% return.
BFFAX
0.75%
0.93%
-1.19%
4.38%
-0.39%
N/A
AGG
0.90%
0.88%
-1.39%
4.08%
-0.65%
1.36%
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BFFAX vs. AGG - Expense Ratio Comparison
BFFAX has a 0.20% 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%.
Risk-Adjusted Performance
BFFAX vs. AGG — Risk-Adjusted Performance Rank
BFFAX
AGG
BFFAX vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Bond Fund of America Class F-3 (BFFAX) 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.
Dividends
BFFAX vs. AGG - Dividend Comparison
BFFAX's dividend yield for the trailing twelve months is around 4.67%, more than AGG's 3.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFFAX American Funds The Bond Fund of America Class F-3 | 4.67% | 4.68% | 3.95% | 3.09% | 1.79% | 2.21% | 2.66% | 2.73% | 2.01% | 0.00% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.75% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
BFFAX vs. AGG - Drawdown Comparison
The maximum BFFAX drawdown since its inception was -19.76%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for BFFAX and AGG. For additional features, visit the drawdowns tool.
Volatility
BFFAX vs. AGG - Volatility Comparison
American Funds The Bond Fund of America Class F-3 (BFFAX) and iShares Core U.S. Aggregate Bond ETF (AGG) have volatilities of 1.38% and 1.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.