JAGG vs. XAGG.TO
Compare and contrast key facts about JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG) and iShares U.S. Aggregate Bond Index ETF (XAGG.TO).
JAGG and XAGG.TO 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. XAGG.TO is a passively managed fund by iShares that tracks the performance of the Bloomberg US Aggregate Bond Index. It was launched on Aug 6, 2021. Both JAGG and XAGG.TO 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. XAGG.TO - Performance Comparison
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JAGG vs. XAGG.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
JAGG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 0.10% | 7.27% | 1.26% | 5.41% | -13.26% | -1.05% |
XAGG.TO iShares U.S. Aggregate Bond Index ETF | 0.17% | 6.52% | 1.50% | 3.94% | -11.98% | -1.50% |
Different Trading Currencies
JAGG is traded in USD, while XAGG.TO is traded in CAD. To make them comparable, the XAGG.TO values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, JAGG achieves a 0.10% return, which is significantly lower than XAGG.TO's 0.17% return.
JAGG
- 1D
- -0.01%
- 1M
- -1.36%
- YTD
- 0.10%
- 6M
- 0.81%
- 1Y
- 4.21%
- 3Y*
- 3.61%
- 5Y*
- 0.14%
- 10Y*
- —
XAGG.TO
- 1D
- 0.51%
- 1M
- -1.00%
- YTD
- 0.17%
- 6M
- 1.27%
- 1Y
- 3.97%
- 3Y*
- 3.56%
- 5Y*
- —
- 10Y*
- —
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JAGG vs. XAGG.TO - Expense Ratio Comparison
JAGG has a 0.03% expense ratio, which is lower than XAGG.TO's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
JAGG vs. XAGG.TO — Risk / Return Rank
JAGG
XAGG.TO
JAGG vs. XAGG.TO - 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 U.S. Aggregate Bond Index ETF (XAGG.TO). 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 | XAGG.TO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.17 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.70 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 3.02 | -1.30 |
Martin ratioReturn relative to average drawdown | 4.65 | 8.60 | -3.95 |
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 | XAGG.TO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.17 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | -0.12 | +0.44 |
Correlation
The correlation between JAGG and XAGG.TO is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JAGG vs. XAGG.TO - Dividend Comparison
JAGG's dividend yield for the trailing twelve months is around 4.28%, more than XAGG.TO's 3.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
JAGG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 4.28% | 4.29% | 4.25% | 3.60% | 2.23% | 1.44% | 2.26% | 2.92% | 0.16% |
XAGG.TO iShares U.S. Aggregate Bond Index ETF | 3.96% | 3.86% | 3.06% | 2.29% | 1.62% | 1.02% | 0.00% | 0.00% | 0.00% |
Drawdowns
JAGG vs. XAGG.TO - Drawdown Comparison
The maximum JAGG drawdown since its inception was -18.73%, which is greater than XAGG.TO's maximum drawdown of -17.36%. Use the drawdown chart below to compare losses from any high point for JAGG and XAGG.TO.
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Drawdown Indicators
| JAGG | XAGG.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.73% | -12.50% | -6.23% |
Max Drawdown (1Y)Largest decline over 1 year | -2.61% | -5.57% | +2.96% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | — | — |
Current DrawdownCurrent decline from peak | -2.91% | -1.33% | -1.58% |
Average DrawdownAverage peak-to-trough decline | -6.30% | -4.54% | -1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 3.45% | -2.48% |
Volatility
JAGG vs. XAGG.TO - Volatility Comparison
JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG) has a higher volatility of 1.83% compared to iShares U.S. Aggregate Bond Index ETF (XAGG.TO) at 1.64%. This indicates that JAGG's price experiences larger fluctuations and is considered to be riskier than XAGG.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAGG | XAGG.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.83% | 1.64% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 2.71% | 3.08% | -0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.47% | 5.07% | -0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.90% | 8.45% | -2.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.84% | 8.45% | -2.61% |