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IAGG vs. TMSF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IAGG vs. TMSF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core International Aggregate Bond ETF (IAGG) and T. Rowe Price Multi-Sector Income ETF (TMSF). 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 1.02% return, which is significantly lower than TMSF's 1.75% return.


IAGG

1D
0.10%
1M
0.70%
YTD
1.02%
6M
0.94%
1Y
2.30%
3Y*
4.60%
5Y*
1.13%
10Y*
2.20%

TMSF

1D
0.04%
1M
0.52%
YTD
1.75%
6M
2.39%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IAGG vs. TMSF - Yearly Performance Comparison


Correlation

The correlation between IAGG and TMSF is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 21, 2025

0.58

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Return for Risk

IAGG vs. TMSF — Risk / Return Rank

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

IAGG
IAGG Risk / Return Rank: 2323
Overall Rank
IAGG Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
IAGG Sortino Ratio Rank: 2323
Sortino Ratio Rank
IAGG Omega Ratio Rank: 2323
Omega Ratio Rank
IAGG Calmar Ratio Rank: 2323
Calmar Ratio Rank
IAGG Martin Ratio Rank: 2323
Martin Ratio Rank

TMSF
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. TMSF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core International Aggregate Bond ETF (IAGG) and T. Rowe Price Multi-Sector Income ETF (TMSF). 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.


IAGGTMSFDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.15

Calmar ratioReturn relative to maximum drawdown

1.00

Martin ratioReturn relative to average drawdown

2.99

IAGG vs. TMSF - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IAGGTMSFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.82

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

2.01

-1.40

Drawdowns

IAGG vs. TMSF - Drawdown Comparison

The maximum IAGG drawdown since its inception was -13.88%, which is greater than TMSF's maximum drawdown of -2.28%. Use the drawdown chart below to compare losses from any high point for IAGG and TMSF.


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Drawdown Indicators


IAGGTMSFDifference

Max Drawdown

Largest peak-to-trough decline

-13.88%

-2.28%

-11.60%

Max Drawdown (1Y)

Largest decline over 1 year

-2.32%

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

-0.88%

-0.21%

-0.67%

Average Drawdown

Average peak-to-trough decline

-2.85%

-0.38%

-2.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.77%

Volatility

IAGG vs. TMSF - Volatility Comparison


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Volatility by Period


IAGGTMSFDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.18%

Volatility (6M)

Calculated over the trailing 6-month period

2.40%

Volatility (1Y)

Calculated over the trailing 1-year period

2.84%

2.93%

-0.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.51%

2.93%

+1.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.05%

2.93%

+1.12%

IAGG vs. TMSF - Expense Ratio Comparison

IAGG has a 0.07% expense ratio, which is lower than TMSF's 0.37% expense ratio.


Dividends

IAGG vs. TMSF - Dividend Comparison

IAGG's dividend yield for the trailing twelve months is around 3.66%, more than TMSF's 3.06% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
TMSF
T. Rowe Price Multi-Sector Income ETF
3.06%0.75%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IAGG and TMSF have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IAGG is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IAGG is cheaper with a 0.07% expense ratio, compared with 0.37% for TMSF.

IAGG has the higher dividend yield at 3.66%, compared with 3.06% for TMSF.

IAGG is categorized as Global Bonds, while TMSF is Multisector Bonds. They also come from different issuers: iShares and T. Rowe Price. Their fees differ too: 0.07% for IAGG and 0.37% for TMSF.

Portfolio Optimizer

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