Correlation
The correlation between EAGG and BAGSX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
EAGG vs. BAGSX
Compare and contrast key facts about iShares ESG Aware US Aggregate Bond ETF (EAGG) and Baird Aggregate Bond Fund (BAGSX).
EAGG is a passively managed fund by iShares that tracks the performance of the Bloomberg MSCI U.S. Aggregate ESG Focus Index. It was launched on Oct 18, 2018. BAGSX is managed by Baird. It was launched on Sep 29, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EAGG or BAGSX.
Performance
EAGG vs. BAGSX - Performance Comparison
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Key characteristics
EAGG:
0.96
BAGSX:
0.91
EAGG:
1.60
BAGSX:
1.56
EAGG:
1.19
BAGSX:
1.18
EAGG:
0.48
BAGSX:
0.50
EAGG:
2.74
BAGSX:
2.63
EAGG:
2.17%
BAGSX:
2.14%
EAGG:
5.39%
BAGSX:
5.31%
EAGG:
-18.74%
BAGSX:
-18.97%
EAGG:
-7.48%
BAGSX:
-6.74%
Returns By Period
In the year-to-date period, EAGG achieves a 2.28% return, which is significantly higher than BAGSX's 1.74% return.
EAGG
2.28%
-0.16%
0.47%
5.15%
1.44%
-1.06%
N/A
BAGSX
1.74%
-0.39%
-0.06%
4.77%
1.74%
-0.76%
1.72%
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EAGG vs. BAGSX - Expense Ratio Comparison
EAGG has a 0.10% expense ratio, which is lower than BAGSX's 0.55% expense ratio.
Risk-Adjusted Performance
EAGG vs. BAGSX — Risk-Adjusted Performance Rank
EAGG
BAGSX
EAGG vs. BAGSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware US Aggregate Bond ETF (EAGG) and Baird Aggregate Bond Fund (BAGSX). 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.
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Dividends
EAGG vs. BAGSX - Dividend Comparison
EAGG's dividend yield for the trailing twelve months is around 4.27%, more than BAGSX's 3.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAGG iShares ESG Aware US Aggregate Bond ETF | 4.27% | 3.93% | 3.24% | 2.07% | 1.09% | 1.82% | 3.17% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% |
BAGSX Baird Aggregate Bond Fund | 3.40% | 3.63% | 3.10% | 2.33% | 1.68% | 3.02% | 2.41% | 2.53% | 2.21% | 2.33% | 2.17% | 2.53% |
Drawdowns
EAGG vs. BAGSX - Drawdown Comparison
The maximum EAGG drawdown since its inception was -18.74%, roughly equal to the maximum BAGSX drawdown of -18.97%. Use the drawdown chart below to compare losses from any high point for EAGG and BAGSX.
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Volatility
EAGG vs. BAGSX - Volatility Comparison
iShares ESG Aware US Aggregate Bond ETF (EAGG) has a higher volatility of 1.50% compared to Baird Aggregate Bond Fund (BAGSX) at 1.39%. This indicates that EAGG's price experiences larger fluctuations and is considered to be riskier than BAGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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