JAGG vs. AGG
Compare and contrast key facts about JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG) and iShares Core U.S. Aggregate Bond ETF (AGG).
JAGG and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JAGG is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg U.S. Aggregate Bond Index. It was launched on Dec 12, 2018. AGG is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Aggregate Bond Index. It was launched on Sep 22, 2003. Both JAGG 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.
Performance
JAGG vs. AGG - Performance Comparison
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JAGG vs. AGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
JAGG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 0.11% | 7.27% | 1.26% | 5.41% | -13.26% | -1.79% | 7.31% | 8.31% | 1.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 0.02% | 7.19% | 1.31% | 5.65% | -13.02% | -1.77% | 7.48% | 8.46% | 1.08% |
Returns By Period
In the year-to-date period, JAGG achieves a 0.11% return, which is significantly higher than AGG's 0.02% return.
JAGG
- 1D
- 0.30%
- 1M
- -1.73%
- YTD
- 0.11%
- 6M
- 1.03%
- 1Y
- 4.51%
- 3Y*
- 3.61%
- 5Y*
- 0.15%
- 10Y*
- —
AGG
- 1D
- 0.23%
- 1M
- -1.79%
- YTD
- 0.02%
- 6M
- 0.97%
- 1Y
- 4.36%
- 3Y*
- 3.59%
- 5Y*
- 0.23%
- 10Y*
- 1.66%
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JAGG vs. AGG - Expense Ratio Comparison
Both JAGG and AGG have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
JAGG vs. AGG — Risk / Return Rank
JAGG
AGG
JAGG vs. AGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG) 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.
| JAGG | AGG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.00 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.42 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.81 | 0.00 |
Martin ratioReturn relative to average drawdown | 4.90 | 5.07 | -0.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JAGG | AGG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.00 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.04 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.31 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.59 | -0.27 |
Correlation
The correlation between JAGG and AGG is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JAGG vs. AGG - Dividend Comparison
JAGG's dividend yield for the trailing twelve months is around 4.32%, more than AGG's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAGG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 4.32% | 4.29% | 4.25% | 3.60% | 2.23% | 1.44% | 2.26% | 2.92% | 0.16% | 0.00% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.93% | 3.89% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.72% | 2.32% | 2.39% | 2.45% |
Drawdowns
JAGG vs. AGG - Drawdown Comparison
The maximum JAGG drawdown since its inception was -18.73%, roughly equal to the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for JAGG and AGG.
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Drawdown Indicators
| JAGG | AGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.73% | -18.43% | -0.30% |
Max Drawdown (1Y)Largest decline over 1 year | -2.61% | -2.52% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | -17.82% | -0.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.43% | — |
Current DrawdownCurrent decline from peak | -2.90% | -2.36% | -0.54% |
Average DrawdownAverage peak-to-trough decline | -6.31% | -2.71% | -3.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 0.90% | +0.06% |
Volatility
JAGG vs. AGG - Volatility Comparison
JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG) has a higher volatility of 1.83% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.66%. This indicates that JAGG'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
| JAGG | AGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.83% | 1.66% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 2.71% | 2.55% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.47% | 4.37% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.91% | 6.07% | -0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.84% | 5.39% | +0.45% |