IVRS vs. AGG
IVRS (iShares Future Metaverse Tech And Communications ETF) and AGG (iShares Core U.S. Aggregate Bond ETF) are both exchange-traded funds - IVRS is a Technology Equities fund tracking the Morningstar Global Metaverse & Virtual Interaction Select Index - Benchmark TR Net, while AGG is a Total Bond Market fund tracking the Bloomberg U.S. Aggregate Bond Index. Both are passively managed. Over the past 3 years, IVRS returned 7.89%/yr vs 3.96%/yr for AGG. At a 0.22 correlation, their price movements are largely independent. IVRS charges 0.47%/yr vs 0.03%/yr for AGG.
Performance
IVRS vs. AGG - Performance Comparison
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Returns By Period
In the year-to-date period, IVRS achieves a -9.21% return, which is significantly lower than AGG's 0.47% return.
IVRS
- 1D
- -1.89%
- 1M
- -4.92%
- YTD
- -9.21%
- 6M
- -10.90%
- 1Y
- -6.88%
- 3Y*
- 7.89%
- 5Y*
- —
- 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%
IVRS vs. AGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IVRS iShares Future Metaverse Tech And Communications ETF | -9.21% | 12.75% | 7.40% | 28.15% |
AGG iShares Core U.S. Aggregate Bond ETF | 0.47% | 7.19% | 1.31% | 4.12% |
Correlation
The correlation between IVRS and AGG is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Feb 16, 2023 | 0.22 |
The correlation between IVRS and AGG shifts across timeframes, from 0.22 (all time) to 0.32 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IVRS vs. AGG — Risk / Return Rank
IVRS
AGG
IVRS vs. AGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Future Metaverse Tech And Communications ETF (IVRS) 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.
| IVRS | AGG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.44 | ||
| Sortino ratioReturn per unit of downside risk | -1.96 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.20 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.22 | 1.57 | -1.79 |
| Martin ratioReturn relative to average drawdown | -0.45 | 4.54 | -4.99 |
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Drawdowns
IVRS vs. AGG - Drawdown Comparison
The maximum IVRS drawdown since its inception was -31.43%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for IVRS and AGG.
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Drawdown Indicators
| IVRS | AGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.43% | -18.43% | -13.00% |
Max Drawdown (1Y)Largest decline over 1 year | -31.43% | -2.76% | -28.67% |
Max Drawdown (3Y)Largest decline over 3 years | -31.43% | -6.11% | -25.32% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.82% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.43% | — |
Current DrawdownCurrent decline from peak | -21.89% | -1.93% | -19.96% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -2.71% | -3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.29% | 0.96% | +14.33% |
Volatility
IVRS vs. AGG - Volatility Comparison
iShares Future Metaverse Tech And Communications ETF (IVRS) has a higher volatility of 8.09% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.10%. This indicates that IVRS'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
| IVRS | AGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.09% | 1.10% | +6.99% |
Volatility (6M)Calculated over the trailing 6-month period | 19.82% | 2.83% | +16.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.78% | 3.81% | +18.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.71% | 6.10% | +14.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.71% | 5.41% | +15.30% |
IVRS vs. AGG - Expense Ratio Comparison
IVRS has a 0.47% expense ratio, which is higher than AGG's 0.03% expense ratio.
Dividends
IVRS vs. AGG - Dividend Comparison
IVRS's dividend yield for the trailing twelve months is around 8.82%, more 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% |
IVRS iShares Future Metaverse Tech And Communications ETF | 8.82% | 7.88% | 6.65% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IVRS and AGG have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVRS has higher volatility (8.09%) compared to AGG (1.10%). In terms of maximum drawdown, IVRS dropped -31.43% vs AGG's -18.43%.
On 3-year performance, IVRS leads with 7.89% vs 3.96% for AGG. 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 3-year period, IVRS has performed better with a 7.89% return vs 3.96%. 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 0.47% for IVRS.
IVRS has the higher dividend yield at 8.82%, compared with 3.98% for AGG.
IVRS is categorized as Technology Equities, while AGG is Total Bond Market. IVRS tracks Morningstar Global Metaverse & Virtual Interaction Select Index - Benchmark TR Net, while AGG tracks Bloomberg U.S. Aggregate Bond Index. Their fees differ too: 0.47% for IVRS and 0.03% for AGG.
AGG currently has the higher Sharpe Ratio (1.14 vs -0.30), 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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