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EAGG vs. VTG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EAGG vs. VTG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Aware US Aggregate Bond ETF (EAGG) and Vanguard Total Treasury ETF (VTG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EAGG achieves a 0.26% return, which is significantly higher than VTG's -0.11% return.


EAGG

1D
-0.19%
1M
0.27%
YTD
0.26%
6M
0.09%
1Y
5.11%
3Y*
3.84%
5Y*
0.01%
10Y*

VTG

1D
-0.17%
1M
0.11%
YTD
-0.11%
6M
-0.30%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EAGG vs. VTG - Yearly Performance Comparison


Correlation

The correlation between EAGG and VTG is 0.97 - 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 Jul 10, 2025

0.97

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Return for Risk

EAGG vs. VTG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EAGG
EAGG Risk / Return Rank: 3737
Overall Rank
EAGG Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
EAGG Sortino Ratio Rank: 3939
Sortino Ratio Rank
EAGG Omega Ratio Rank: 3535
Omega Ratio Rank
EAGG Calmar Ratio Rank: 3737
Calmar Ratio Rank
EAGG Martin Ratio Rank: 3737
Martin Ratio Rank

VTG
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EAGG vs. VTG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware US Aggregate Bond ETF (EAGG) and Vanguard Total Treasury ETF (VTG). 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.


EAGGVTGDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.24

Calmar ratioReturn relative to maximum drawdown

1.86

Martin ratioReturn relative to average drawdown

5.75

EAGG vs. VTG - Sharpe Ratio Comparison


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Sharpe Ratios by Period


EAGGVTGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.88

-0.50

Drawdowns

EAGG vs. VTG - Drawdown Comparison

The maximum EAGG drawdown since its inception was -18.74%, which is greater than VTG's maximum drawdown of -2.89%. Use the drawdown chart below to compare losses from any high point for EAGG and VTG.


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Drawdown Indicators


EAGGVTGDifference

Max Drawdown

Largest peak-to-trough decline

-18.74%

-2.89%

-15.85%

Max Drawdown (1Y)

Largest decline over 1 year

-2.75%

Max Drawdown (3Y)

Largest decline over 3 years

-6.20%

Max Drawdown (5Y)

Largest decline over 5 years

-17.98%

Current Drawdown

Current decline from peak

-2.79%

-1.89%

-0.90%

Average Drawdown

Average peak-to-trough decline

-6.05%

-0.73%

-5.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.89%

Volatility

EAGG vs. VTG - Volatility Comparison


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Volatility by Period


EAGGVTGDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.26%

Volatility (6M)

Calculated over the trailing 6-month period

2.67%

Volatility (1Y)

Calculated over the trailing 1-year period

3.79%

3.51%

+0.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.03%

3.51%

+2.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.50%

3.51%

+1.99%

EAGG vs. VTG - Expense Ratio Comparison

EAGG has a 0.10% expense ratio, which is higher than VTG'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%.


Dividends

EAGG vs. VTG - Dividend Comparison

EAGG's dividend yield for the trailing twelve months is around 4.01%, more than VTG's 3.21% yield.


PositionTTM20252024202320222021202020192018
EAGG
iShares ESG Aware US Aggregate Bond ETF
4.01%3.92%3.93%3.24%2.07%1.09%1.82%3.17%0.61%
VTG
Vanguard Total Treasury ETF
3.21%1.65%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.97, EAGG and VTG 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, VTG is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VTG is cheaper with a 0.03% expense ratio, compared with 0.10% for EAGG.

EAGG has the higher dividend yield at 4.01%, compared with 3.21% for VTG.

EAGG tracks Bloomberg MSCI U.S. Aggregate ESG Focus Index, while VTG tracks Bloomberg U.S. Treasury Total Return Unhedged USD Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.10% for EAGG and 0.03% for VTG.

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