FLXR vs. AGG
Compare and contrast key facts about TCW Flexible Income ETF (FLXR) and iShares Core U.S. Aggregate Bond ETF (AGG).
FLXR and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FLXR is an actively managed fund by TCW. It was launched on Nov 30, 2018. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLXR or AGG.
Correlation
The correlation between FLXR and AGG is 0.07, 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.
Performance
FLXR vs. AGG - Performance Comparison
Key characteristics
FLXR:
3.33%
AGG:
5.37%
FLXR:
-1.94%
AGG:
-18.43%
FLXR:
-0.31%
AGG:
-6.93%
Returns By Period
In the year-to-date period, FLXR achieves a 2.73% return, which is significantly higher than AGG's 2.20% return.
FLXR
2.73%
0.69%
3.01%
N/A
N/A
N/A
AGG
2.20%
0.17%
1.18%
5.29%
-0.79%
1.52%
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FLXR vs. AGG - Expense Ratio Comparison
FLXR has a 0.40% expense ratio, which is higher than AGG's 0.05% expense ratio.
Risk-Adjusted Performance
FLXR vs. AGG — Risk-Adjusted Performance Rank
FLXR
AGG
FLXR vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TCW Flexible Income ETF (FLXR) 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.
Not enough dataDividends
FLXR vs. AGG - Dividend Comparison
FLXR's dividend yield for the trailing twelve months is around 5.48%, more than AGG's 3.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLXR TCW Flexible Income ETF | 5.48% | 3.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.82% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
FLXR vs. AGG - Drawdown Comparison
The maximum FLXR drawdown since its inception was -1.94%, smaller than the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for FLXR and AGG. For additional features, visit the drawdowns tool.
Volatility
FLXR vs. AGG - Volatility Comparison
The current volatility for TCW Flexible Income ETF (FLXR) is 0.92%, while iShares Core U.S. Aggregate Bond ETF (AGG) has a volatility of 1.75%. This indicates that FLXR 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.