IBDU vs. AGG
Compare and contrast key facts about iShares iBonds Dec 2029 Term Corporate ETF (IBDU) and iShares Core U.S. Aggregate Bond ETF (AGG).
IBDU and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBDU is a passively managed fund by iShares that tracks the performance of the Bloomberg December 2029 Maturity Corporate Index. It was launched on Sep 17, 2019. 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. Both IBDU and AGG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBDU or AGG.
Correlation
The correlation between IBDU and AGG is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
IBDU vs. AGG - Performance Comparison
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Key characteristics
IBDU:
2.54%
AGG:
5.37%
IBDU:
-0.22%
AGG:
-18.43%
IBDU:
-0.22%
AGG:
-6.93%
Returns By Period
IBDU
N/A
N/A
N/A
N/A
N/A
N/A
AGG
2.20%
1.07%
1.18%
5.50%
-0.78%
1.51%
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IBDU vs. AGG - Expense Ratio Comparison
IBDU has a 0.10% expense ratio, which is higher than AGG's 0.05% 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%.
Risk-Adjusted Performance
IBDU vs. AGG — Risk-Adjusted Performance Rank
IBDU
AGG
IBDU vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2029 Term Corporate ETF (IBDU) 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.
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Dividends
IBDU vs. AGG - Dividend Comparison
IBDU's dividend yield for the trailing twelve months is around 0.39%, less than AGG's 3.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBDU iShares iBonds Dec 2029 Term Corporate ETF | 0.39% | 0.00% | 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
IBDU vs. AGG - Drawdown Comparison
The maximum IBDU drawdown since its inception was -0.22%, smaller than the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for IBDU and AGG. For additional features, visit the drawdowns tool.
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Volatility
IBDU vs. AGG - Volatility Comparison
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