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IAGG vs. DGCB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IAGG vs. DGCB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core International Aggregate Bond ETF (IAGG) and Dimensional Global Credit ETF (DGCB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IAGG achieves a 0.92% return, which is significantly lower than DGCB's 1.22% return.


IAGG

1D
-0.20%
1M
0.66%
YTD
0.92%
6M
0.72%
1Y
2.30%
3Y*
4.59%
5Y*
1.11%
10Y*
2.17%

DGCB

1D
-0.20%
1M
0.84%
YTD
1.22%
6M
1.01%
1Y
6.04%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IAGG vs. DGCB - Yearly Performance Comparison


2026 (YTD)202520242023
IAGG
iShares Core International Aggregate Bond ETF
0.92%3.26%4.51%4.33%
DGCB
Dimensional Global Credit ETF
1.22%6.68%3.80%6.14%

Correlation

The correlation between IAGG and DGCB is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.85

Correlation (All Time)
Calculated using the full available price history since Nov 9, 2023

0.81

The correlation between IAGG and DGCB has been stable across timeframes, ranging from 0.81 to 0.85 - a consistent structural relationship.

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Return for Risk

IAGG vs. DGCB — Risk / Return Rank

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

IAGG
IAGG Risk / Return Rank: 2222
Overall Rank
IAGG Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
IAGG Sortino Ratio Rank: 2222
Sortino Ratio Rank
IAGG Omega Ratio Rank: 2222
Omega Ratio Rank
IAGG Calmar Ratio Rank: 2222
Calmar Ratio Rank
IAGG Martin Ratio Rank: 2323
Martin Ratio Rank

DGCB
DGCB Risk / Return Rank: 4343
Overall Rank
DGCB Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
DGCB Sortino Ratio Rank: 4444
Sortino Ratio Rank
DGCB Omega Ratio Rank: 4343
Omega Ratio Rank
DGCB Calmar Ratio Rank: 4040
Calmar Ratio Rank
DGCB Martin Ratio Rank: 4343
Martin Ratio Rank
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.

IAGG vs. DGCB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core International Aggregate Bond ETF (IAGG) and Dimensional Global Credit ETF (DGCB). 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.


IAGGDGCBDifference
Sharpe ratioReturn per unit of total volatility

-0.71

Sortino ratioReturn per unit of downside risk

-1.02

Omega ratioGain probability vs. loss probability

1.15

1.28

-0.13

Calmar ratioReturn relative to maximum drawdown

1.00

1.97

-0.97

Martin ratioReturn relative to average drawdown

2.99

6.93

-3.94

IAGG vs. DGCB - Sharpe Ratio Comparison

The current IAGG Sharpe Ratio is 0.81, which is lower than the DGCB Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of IAGG and DGCB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IAGGDGCBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.81

1.53

-0.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

1.47

-0.85

Drawdowns

IAGG vs. DGCB - Drawdown Comparison

The maximum IAGG drawdown since its inception was -13.88%, which is greater than DGCB's maximum drawdown of -3.50%. Use the drawdown chart below to compare losses from any high point for IAGG and DGCB.


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Drawdown Indicators


IAGGDGCBDifference

Max Drawdown

Largest peak-to-trough decline

-13.88%

-3.50%

-10.38%

Max Drawdown (1Y)

Largest decline over 1 year

-2.32%

-3.08%

+0.76%

Max Drawdown (3Y)

Largest decline over 3 years

-2.32%

Max Drawdown (5Y)

Largest decline over 5 years

-13.57%

Max Drawdown (10Y)

Largest decline over 10 years

-13.88%

Current Drawdown

Current decline from peak

-0.98%

-0.65%

-0.33%

Average Drawdown

Average peak-to-trough decline

-2.85%

-0.80%

-2.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.77%

0.87%

-0.10%

Volatility

IAGG vs. DGCB - Volatility Comparison

The current volatility for iShares Core International Aggregate Bond ETF (IAGG) is 1.18%, while Dimensional Global Credit ETF (DGCB) has a volatility of 1.45%. This indicates that IAGG experiences smaller price fluctuations and is considered to be less risky than DGCB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IAGGDGCBDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.18%

1.45%

-0.27%

Volatility (6M)

Calculated over the trailing 6-month period

2.40%

3.17%

-0.77%

Volatility (1Y)

Calculated over the trailing 1-year period

2.84%

3.97%

-1.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.51%

4.82%

-0.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.05%

4.82%

-0.77%

IAGG vs. DGCB - Expense Ratio Comparison

IAGG has a 0.07% expense ratio, which is lower than DGCB's 0.20% 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%.


Dividends

IAGG vs. DGCB - Dividend Comparison

IAGG's dividend yield for the trailing twelve months is around 3.66%, more than DGCB's 3.22% yield.


PositionTTM20252024202320222021202020192018201720162015
DGCB
Dimensional Global Credit ETF
3.22%3.43%4.72%0.63%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IAGG
iShares Core International Aggregate Bond ETF
3.66%3.08%4.28%3.55%2.27%1.16%1.95%2.82%3.02%1.74%1.56%0.13%

Frequently Asked Questions


IAGG and DGCB have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DGCB has higher volatility (1.45%) compared to IAGG (1.18%). In terms of maximum drawdown, IAGG dropped -13.88% vs DGCB's -3.50%.

On 1-year performance, DGCB leads with 6.04% vs 2.30% for IAGG. On fees, IAGG is cheaper at 0.07% per year. On volatility, IAGG has been the lower-risk option at 1.18%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, DGCB has performed better with a 6.04% return vs 2.30%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IAGG is cheaper with a 0.07% expense ratio, compared with 0.20% for DGCB.

IAGG has the higher dividend yield at 3.66%, compared with 3.22% for DGCB.

They also come from different issuers: iShares and Dimensional. Their fees differ too: 0.07% for IAGG and 0.20% for DGCB.

DGCB currently has the higher Sharpe Ratio (1.53 vs 0.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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