BOND vs. AGG
Compare and contrast key facts about PIMCO Active Bond ETF (BOND) and iShares Core U.S. Aggregate Bond ETF (AGG).
BOND and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BOND is an actively managed fund by PIMCO. It was launched on Mar 1, 2012. 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
BOND vs. AGG - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with BOND having a 0.33% return and AGG slightly lower at 0.32%. Over the past 10 years, BOND has outperformed AGG with an annualized return of 2.25%, while AGG has yielded a comparatively lower 1.68% annualized return.
BOND
- 1D
- 0.23%
- 1M
- -0.83%
- YTD
- 0.33%
- 6M
- 1.50%
- 1Y
- 4.75%
- 3Y*
- 4.50%
- 5Y*
- 0.69%
- 10Y*
- 2.25%
AGG
- 1D
- 0.23%
- 1M
- -0.67%
- YTD
- 0.32%
- 6M
- 1.01%
- 1Y
- 3.76%
- 3Y*
- 3.55%
- 5Y*
- 0.29%
- 10Y*
- 1.68%
BOND vs. AGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BOND PIMCO Active Bond ETF | 0.33% | 8.39% | 2.77% | 6.48% | -14.57% | -0.77% | 7.80% | 8.54% | 0.08% | 4.76% |
AGG iShares Core U.S. Aggregate Bond ETF | 0.32% | 7.19% | 1.31% | 5.65% | -13.02% | -1.77% | 7.48% | 8.46% | 0.09% | 3.55% |
Correlation
The correlation between BOND and AGG is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification — they'll tend to fall together during downturns. For meaningful risk reduction, look for holdings with correlations below 0.5.
BOND vs. AGG - Expense Ratio Comparison
BOND has a 0.54% expense ratio, which is higher than AGG's 0.03% expense ratio.
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Return for Risk
BOND vs. AGG — Risk / Return Rank
BOND
AGG
BOND vs. AGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Active Bond ETF (BOND) 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.
| BOND | AGG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.02 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.44 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.18 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.70 | -0.15 |
Martin ratioReturn relative to average drawdown | 4.51 | 4.71 | -0.20 |
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
| BOND | AGG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.02 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.05 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.31 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.60 | +0.04 |
Drawdowns
BOND vs. AGG - Drawdown Comparison
The maximum BOND drawdown since its inception was -19.71%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for BOND and AGG.
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Drawdown Indicators
| BOND | AGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.71% | -18.43% | -1.28% |
Max Drawdown (1Y)Largest decline over 1 year | -3.05% | -2.52% | -0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -19.71% | -17.82% | -1.89% |
Max Drawdown (10Y)Largest decline over 10 years | -19.71% | -18.43% | -1.28% |
Current DrawdownCurrent decline from peak | -1.72% | -2.07% | +0.35% |
Average DrawdownAverage peak-to-trough decline | -3.53% | -2.71% | -0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.13% | 0.91% | +0.22% |
Volatility
BOND vs. AGG - Volatility Comparison
PIMCO Active Bond ETF (BOND) has a higher volatility of 1.85% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.69%. This indicates that BOND'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.
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Volatility by Period
| BOND | AGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.85% | 1.69% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 2.70% | 2.55% | +0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.71% | 4.36% | +0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.73% | 6.07% | -0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.07% | 5.39% | -0.32% |
Dividends
BOND vs. AGG - Dividend Comparison
BOND's dividend yield for the trailing twelve months is around 5.17%, more than AGG's 3.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOND PIMCO Active Bond ETF | 5.17% | 5.11% | 5.02% | 4.06% | 3.44% | 2.58% | 2.66% | 3.38% | 3.18% | 2.87% | 2.85% | 4.14% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.94% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |