IDRV vs. AGG
IDRV (iShares Self-Driving EV and Tech ETF) and AGG (iShares Core U.S. Aggregate Bond ETF) are both exchange-traded funds - IDRV is a Technology Equities fund tracking the NYSE FactSet Global Autonomous Driving and Electric Vehicle Index, while AGG is a Total Bond Market fund tracking the Bloomberg U.S. Aggregate Bond Index. Both are passively managed. Over the past 5 years, IDRV returned -2.98%/yr vs 0.07%/yr for AGG. At a 0.11 correlation, their price movements are largely independent. IDRV charges 0.48%/yr vs 0.03%/yr for AGG.
Performance
IDRV vs. AGG - Performance Comparison
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Returns By Period
In the year-to-date period, IDRV achieves a 1.49% return, which is significantly higher than AGG's 0.47% return.
IDRV
- 1D
- -3.97%
- 1M
- -9.94%
- YTD
- 1.49%
- 6M
- 0.18%
- 1Y
- 29.70%
- 3Y*
- 2.08%
- 5Y*
- -2.98%
- 10Y*
- —
AGG
- 1D
- 0.08%
- 1M
- 0.61%
- YTD
- 0.47%
- 6M
- 0.55%
- 1Y
- 4.33%
- 3Y*
- 3.96%
- 5Y*
- 0.07%
- 10Y*
- 1.54%
IDRV vs. AGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IDRV iShares Self-Driving EV and Tech ETF | 1.49% | 32.24% | -16.05% | 7.83% | -36.37% | 26.99% | 59.46% | 7.24% |
AGG iShares Core U.S. Aggregate Bond ETF | 0.47% | 7.19% | 1.31% | 5.65% | -13.02% | -1.77% | 7.48% | 6.10% |
Correlation
The correlation between IDRV and AGG is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Apr 18, 2019 | 0.11 |
The correlation between IDRV and AGG shifts across timeframes, from 0.11 (all time) to 0.30 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IDRV vs. AGG — Risk / Return Rank
IDRV
AGG
IDRV vs. AGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Self-Driving EV and Tech ETF (IDRV) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IDRV | AGG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.57 | +0.37 |
| Martin ratioReturn relative to average drawdown | 6.69 | 4.54 | +2.15 |
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Drawdowns
IDRV vs. AGG - Drawdown Comparison
The maximum IDRV drawdown since its inception was -53.00%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for IDRV and AGG.
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Drawdown Indicators
| IDRV | AGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.00% | -18.43% | -34.57% |
Max Drawdown (1Y)Largest decline over 1 year | -15.37% | -2.76% | -12.61% |
Max Drawdown (3Y)Largest decline over 3 years | -44.00% | -6.11% | -37.89% |
Max Drawdown (5Y)Largest decline over 5 years | -53.00% | -17.82% | -35.18% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.43% | — |
Current DrawdownCurrent decline from peak | -25.33% | -1.93% | -23.40% |
Average DrawdownAverage peak-to-trough decline | -22.35% | -2.71% | -19.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.45% | 0.96% | +3.49% |
Volatility
IDRV vs. AGG - Volatility Comparison
iShares Self-Driving EV and Tech ETF (IDRV) has a higher volatility of 11.47% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.10%. This indicates that IDRV's price experiences larger fluctuations and is considered to be riskier than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDRV | AGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.47% | 1.10% | +10.37% |
Volatility (6M)Calculated over the trailing 6-month period | 21.60% | 2.83% | +18.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.60% | 3.81% | +22.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.08% | 6.10% | +21.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.26% | 5.41% | +22.85% |
IDRV vs. AGG - Expense Ratio Comparison
IDRV has a 0.48% expense ratio, which is higher than AGG's 0.03% expense ratio.
Dividends
IDRV vs. AGG - Dividend Comparison
IDRV's dividend yield for the trailing twelve months is around 1.68%, less than AGG's 3.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG iShares Core U.S. Aggregate Bond ETF | 3.98% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
IDRV iShares Self-Driving EV and Tech ETF | 1.68% | 1.70% | 2.68% | 2.17% | 2.29% | 1.12% | 0.69% | 1.29% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IDRV and AGG have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IDRV has higher volatility (11.47%) compared to AGG (1.10%). In terms of maximum drawdown, IDRV dropped -53.00% vs AGG's -18.43%.
On 5-year performance, AGG leads with 0.07% vs -2.98% for IDRV. On fees, AGG is cheaper at 0.03% per year. On volatility, AGG has been the lower-risk option at 1.10%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, AGG has performed better with a 0.07% return vs -2.98%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AGG is cheaper with a 0.03% expense ratio, compared with 0.48% for IDRV.
AGG has the higher dividend yield at 3.98%, compared with 1.68% for IDRV.
IDRV is categorized as Technology Equities, while AGG is Total Bond Market. IDRV tracks NYSE FactSet Global Autonomous Driving and Electric Vehicle Index, while AGG tracks Bloomberg U.S. Aggregate Bond Index. Their fees differ too: 0.48% for IDRV and 0.03% for AGG.
AGG currently has the higher Sharpe Ratio (1.14 vs 1.12), 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.
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