CPAG vs. AGG
CPAG (F/m Compoundr U.S. Aggregate Bond ETF) and AGG (iShares Core U.S. Aggregate Bond ETF) are both Total Bond Market funds - CPAG tracks the Nasdaq Compoundr U.S. Aggregate Bond Index while AGG tracks the Bloomberg U.S. Aggregate Bond Index. Both are passively managed. With a 0.99 correlation, they move nearly in lockstep. CPAG charges 0.31%/yr vs 0.03%/yr for AGG.
Performance
CPAG vs. AGG - Performance Comparison
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Returns By Period
In the year-to-date period, CPAG achieves a 0.11% return, which is significantly lower than AGG's 0.39% return.
CPAG
- 1D
- -0.25%
- 1M
- 0.45%
- YTD
- 0.11%
- 6M
- 0.15%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AGG
- 1D
- -0.27%
- 1M
- 0.53%
- YTD
- 0.39%
- 6M
- 0.47%
- 1Y
- 4.45%
- 3Y*
- 3.94%
- 5Y*
- 0.06%
- 10Y*
- 1.53%
CPAG vs. AGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CPAG F/m Compoundr U.S. Aggregate Bond ETF | 0.11% | 2.26% |
AGG iShares Core U.S. Aggregate Bond ETF | 0.39% | 2.54% |
Correlation
The correlation between CPAG and AGG is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 12, 2025 | 0.99 |
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Return for Risk
CPAG vs. AGG — Risk / Return Rank
CPAG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AGG
CPAG vs. AGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for F/m Compoundr U.S. Aggregate Bond ETF (CPAG) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CPAG | AGG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.21 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.62 | — |
| Martin ratioReturn relative to average drawdown | — | 4.69 | — |
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Drawdowns
CPAG vs. AGG - Drawdown Comparison
The maximum CPAG drawdown since its inception was -2.78%, smaller than the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for CPAG and AGG.
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Drawdown Indicators
| CPAG | AGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.78% | -18.43% | +15.65% |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.76% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -6.11% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.82% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.43% | — |
Current DrawdownCurrent decline from peak | -1.56% | -2.01% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -0.78% | -2.71% | +1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.95% | — |
Volatility
CPAG vs. AGG - Volatility Comparison
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Volatility by Period
| CPAG | AGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.11% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.84% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.71% | 3.82% | -0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.71% | 6.10% | -2.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.71% | 5.41% | -1.70% |
CPAG vs. AGG - Expense Ratio Comparison
CPAG has a 0.31% expense ratio, which is higher than AGG's 0.03% expense ratio.
Dividends
CPAG vs. AGG - Dividend Comparison
CPAG has not paid dividends to shareholders, while AGG's dividend yield for the trailing twelve months is around 3.98%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 3.98% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
CPAG F/m Compoundr U.S. Aggregate Bond ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.99, CPAG and AGG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, AGG is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AGG is cheaper with a 0.03% expense ratio, compared with 0.31% for CPAG.
AGG has the higher dividend yield at 3.98%, compared with 0.00% for CPAG.
CPAG tracks Nasdaq Compoundr U.S. Aggregate Bond Index, while AGG tracks Bloomberg U.S. Aggregate Bond Index. They also come from different issuers: F/m Investments and iShares. Their fees differ too: 0.31% for CPAG and 0.03% for AGG.
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