GAGG.L vs. AGGU.L
Compare and contrast key facts about Amundi Index Barclays Global Agg 500M (GAGG.L) and iShares Core Global Aggregate Bond UCITS ETF (AGGU.L).
GAGG.L and AGGU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GAGG.L is a passively managed fund by Amundi that tracks the performance of the Bloomberg Global Aggregate TR USD. It was launched on Oct 21, 2016. AGGU.L is a passively managed fund by iShares that tracks the performance of the Bloomberg Global Aggregate Bond Index. It was launched on Nov 21, 2017. Both GAGG.L and AGGU.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
GAGG.L vs. AGGU.L - Performance Comparison
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GAGG.L vs. AGGU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GAGG.L Amundi Index Barclays Global Agg 500M | 0.40% | 0.42% | 0.19% | -0.73% | -5.96% | -3.91% | 5.63% | 2.75% | 4.95% | -1.43% |
AGGU.L iShares Core Global Aggregate Bond UCITS ETF | 1.41% | -2.74% | 5.26% | 1.37% | -1.01% | -0.88% | 2.06% | 4.04% | 7.58% | -1.65% |
Different Trading Currencies
GAGG.L is traded in GBp, while AGGU.L is traded in USD. To make them comparable, the AGGU.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, GAGG.L achieves a 0.40% return, which is significantly lower than AGGU.L's 1.41% return.
GAGG.L
- 1D
- -0.24%
- 1M
- -1.24%
- YTD
- 0.40%
- 6M
- 1.00%
- 1Y
- 1.43%
- 3Y*
- 0.12%
- 5Y*
- -0.82%
- 10Y*
- —
AGGU.L
- 1D
- 0.01%
- 1M
- -0.21%
- YTD
- 1.41%
- 6M
- 2.31%
- 1Y
- 0.79%
- 3Y*
- 1.45%
- 5Y*
- 1.39%
- 10Y*
- —
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GAGG.L vs. AGGU.L - Expense Ratio Comparison
GAGG.L has a 0.03% expense ratio, which is lower than AGGU.L's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
GAGG.L vs. AGGU.L — Risk / Return Rank
GAGG.L
AGGU.L
GAGG.L vs. AGGU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Index Barclays Global Agg 500M (GAGG.L) and iShares Core Global Aggregate Bond UCITS ETF (AGGU.L). 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.
| GAGG.L | AGGU.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.11 | +0.17 |
Sortino ratioReturn per unit of downside risk | 0.46 | 0.21 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.02 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 0.21 | +0.21 |
Martin ratioReturn relative to average drawdown | 0.74 | 0.36 | +0.39 |
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
| GAGG.L | AGGU.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.11 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | 0.16 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.20 | -0.17 |
Correlation
The correlation between GAGG.L and AGGU.L is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
GAGG.L vs. AGGU.L - Dividend Comparison
Neither GAGG.L nor AGGU.L has paid dividends to shareholders.
Drawdowns
GAGG.L vs. AGGU.L - Drawdown Comparison
The maximum GAGG.L drawdown since its inception was -19.47%, which is greater than AGGU.L's maximum drawdown of -17.38%. Use the drawdown chart below to compare losses from any high point for GAGG.L and AGGU.L.
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Drawdown Indicators
| GAGG.L | AGGU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.47% | -15.55% | -3.92% |
Max Drawdown (1Y)Largest decline over 1 year | -4.17% | -2.25% | -1.92% |
Max Drawdown (5Y)Largest decline over 5 years | -14.17% | -15.20% | +1.03% |
Current DrawdownCurrent decline from peak | -13.75% | -1.61% | -12.14% |
Average DrawdownAverage peak-to-trough decline | -9.59% | -3.95% | -5.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 0.71% | +1.60% |
Volatility
GAGG.L vs. AGGU.L - Volatility Comparison
The current volatility for Amundi Index Barclays Global Agg 500M (GAGG.L) is 1.48%, while iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) has a volatility of 2.64%. This indicates that GAGG.L experiences smaller price fluctuations and is considered to be less risky than AGGU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GAGG.L | AGGU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.48% | 2.64% | -1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 3.55% | 4.98% | -1.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.15% | 7.28% | -2.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.60% | 8.72% | -2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.22% | 9.09% | -1.87% |