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 Bloomberg U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Performance
BFFAX vs. AGG - Performance Comparison
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BFFAX vs. AGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFFAX American Funds The Bond Fund of America Class F-3 | -0.53% | 7.54% | 1.54% | 4.39% | -13.00% | -0.97% | 11.12% | 8.17% | 0.22% | 3.07% |
AGG iShares Core U.S. Aggregate Bond ETF | 0.09% | 7.19% | 1.31% | 5.65% | -13.02% | -1.77% | 7.48% | 8.46% | 0.09% | 3.48% |
Returns By Period
In the year-to-date period, BFFAX achieves a -0.53% return, which is significantly lower than AGG's 0.09% return.
BFFAX
- 1D
- 0.27%
- 1M
- -1.74%
- YTD
- -0.53%
- 6M
- 0.32%
- 1Y
- 3.72%
- 3Y*
- 3.29%
- 5Y*
- 0.06%
- 10Y*
- —
AGG
- 1D
- 0.07%
- 1M
- -1.33%
- YTD
- 0.09%
- 6M
- 0.78%
- 1Y
- 4.05%
- 3Y*
- 3.62%
- 5Y*
- 0.24%
- 10Y*
- 1.66%
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BFFAX vs. AGG - Expense Ratio Comparison
BFFAX has a 0.20% expense ratio, which is higher than AGG's 0.03% 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%.
Return for Risk
BFFAX vs. AGG — Risk / Return Rank
BFFAX
AGG
BFFAX vs. AGG - Risk-Adjusted Trends 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.
| BFFAX | AGG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.93 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.32 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.76 | -0.20 |
Martin ratioReturn relative to average drawdown | 4.48 | 4.89 | -0.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BFFAX | AGG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.93 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.04 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.31 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.60 | -0.17 |
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.
Dividends
BFFAX vs. AGG - Dividend Comparison
BFFAX's dividend yield for the trailing twelve months is around 4.12%, more than AGG's 3.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFFAX American Funds The Bond Fund of America Class F-3 | 4.12% | 4.48% | 4.67% | 3.28% | 2.46% | 1.98% | 5.38% | 3.80% | 2.72% | 2.01% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.95% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
Drawdowns
BFFAX vs. AGG - Drawdown Comparison
The maximum BFFAX drawdown since its inception was -17.74%, roughly equal to the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for BFFAX and AGG.
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Drawdown Indicators
| BFFAX | AGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.74% | -18.43% | +0.69% |
Max Drawdown (1Y)Largest decline over 1 year | -2.94% | -2.52% | -0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -17.82% | +0.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.43% | — |
Current DrawdownCurrent decline from peak | -2.32% | -2.30% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -2.71% | -2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 0.91% | +0.11% |
Volatility
BFFAX vs. AGG - Volatility Comparison
The current volatility for American Funds The Bond Fund of America Class F-3 (BFFAX) is 1.49%, while iShares Core U.S. Aggregate Bond ETF (AGG) has a volatility of 1.67%. This indicates that BFFAX experiences smaller price fluctuations and is considered to be less risky 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
| BFFAX | AGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 1.67% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 2.49% | 2.55% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 4.37% | +0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.92% | 6.07% | -0.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.00% | 5.39% | -0.39% |