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IGSB vs. AGG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IGSB and AGG is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.0
Correlation: 0.0

Performance

IGSB vs. AGG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Short-Term Corporate Bond ETF (IGSB) and iShares Core U.S. Aggregate Bond ETF (AGG). The values are adjusted to include any dividend payments, if applicable.

60.00%62.00%64.00%66.00%68.00%70.00%72.00%December2025FebruaryMarchAprilMay
63.43%
70.81%
IGSB
AGG

Key characteristics

Sharpe Ratio

IGSB:

2.84

AGG:

1.28

Sortino Ratio

IGSB:

4.28

AGG:

1.86

Omega Ratio

IGSB:

1.60

AGG:

1.22

Calmar Ratio

IGSB:

5.31

AGG:

0.53

Martin Ratio

IGSB:

15.56

AGG:

3.30

Ulcer Index

IGSB:

0.46%

AGG:

2.09%

Daily Std Dev

IGSB:

2.50%

AGG:

5.39%

Max Drawdown

IGSB:

-13.38%

AGG:

-18.43%

Current Drawdown

IGSB:

-0.53%

AGG:

-6.60%

Returns By Period

In the year-to-date period, IGSB achieves a 2.11% return, which is significantly lower than AGG's 2.57% return. Over the past 10 years, IGSB has outperformed AGG with an annualized return of 2.35%, while AGG has yielded a comparatively lower 1.51% annualized return.


IGSB

YTD

2.11%

1M

-0.00%

6M

2.60%

1Y

7.03%

5Y*

2.29%

10Y*

2.35%

AGG

YTD

2.57%

1M

-0.54%

6M

1.95%

1Y

6.96%

5Y*

-0.79%

10Y*

1.51%

*Annualized

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IGSB vs. AGG - Expense Ratio Comparison

IGSB has a 0.06% 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%.


Expense ratio chart for IGSB: current value is 0.06%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
IGSB: 0.06%
Expense ratio chart for AGG: current value is 0.05%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AGG: 0.05%

Risk-Adjusted Performance

IGSB vs. AGG — Risk-Adjusted Performance Rank

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

IGSB
The Risk-Adjusted Performance Rank of IGSB is 9797
Overall Rank
The Sharpe Ratio Rank of IGSB is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of IGSB is 9797
Sortino Ratio Rank
The Omega Ratio Rank of IGSB is 9797
Omega Ratio Rank
The Calmar Ratio Rank of IGSB is 9797
Calmar Ratio Rank
The Martin Ratio Rank of IGSB is 9696
Martin Ratio Rank

AGG
The Risk-Adjusted Performance Rank of AGG is 7878
Overall Rank
The Sharpe Ratio Rank of AGG is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of AGG is 8686
Sortino Ratio Rank
The Omega Ratio Rank of AGG is 8282
Omega Ratio Rank
The Calmar Ratio Rank of AGG is 6262
Calmar Ratio Rank
The Martin Ratio Rank of AGG is 7575
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IGSB vs. AGG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Short-Term Corporate Bond ETF (IGSB) 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.


The chart of Sharpe ratio for IGSB, currently valued at 2.84, compared to the broader market-1.000.001.002.003.004.00
IGSB: 2.84
AGG: 1.28
The chart of Sortino ratio for IGSB, currently valued at 4.28, compared to the broader market-2.000.002.004.006.008.00
IGSB: 4.28
AGG: 1.86
The chart of Omega ratio for IGSB, currently valued at 1.60, compared to the broader market0.501.001.502.002.50
IGSB: 1.60
AGG: 1.22
The chart of Calmar ratio for IGSB, currently valued at 5.31, compared to the broader market0.002.004.006.008.0010.00
IGSB: 5.31
AGG: 0.53
The chart of Martin ratio for IGSB, currently valued at 15.56, compared to the broader market0.0020.0040.0060.00
IGSB: 15.56
AGG: 3.30

The current IGSB Sharpe Ratio is 2.84, which is higher than the AGG Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of IGSB and AGG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50December2025FebruaryMarchAprilMay
2.84
1.28
IGSB
AGG

Dividends

IGSB vs. AGG - Dividend Comparison

IGSB's dividend yield for the trailing twelve months is around 3.83%, more than AGG's 3.47% yield.


TTM20242023202220212020201920182017201620152014
IGSB
iShares Short-Term Corporate Bond ETF
3.83%4.02%3.26%2.07%1.82%2.37%3.07%2.46%1.65%1.45%1.18%0.94%
AGG
iShares Core U.S. Aggregate Bond ETF
3.47%3.74%3.13%2.39%1.77%2.14%2.70%2.96%2.32%2.39%2.45%2.40%

Drawdowns

IGSB vs. AGG - Drawdown Comparison

The maximum IGSB drawdown since its inception was -13.38%, smaller than the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for IGSB and AGG. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%December2025FebruaryMarchAprilMay
-0.53%
-6.60%
IGSB
AGG

Volatility

IGSB vs. AGG - Volatility Comparison

The current volatility for iShares Short-Term Corporate Bond ETF (IGSB) is 1.44%, while iShares Core U.S. Aggregate Bond ETF (AGG) has a volatility of 2.25%. This indicates that IGSB experiences smaller price fluctuations and is considered to be less risky than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.50%1.00%1.50%2.00%December2025FebruaryMarchAprilMay
1.44%
2.25%
IGSB
AGG