JGH vs. AGG
Compare and contrast key facts about Nuveen Global High Income Fund (JGH) and iShares Core U.S. Aggregate Bond ETF (AGG).
JGH is managed by Nuveen. It was launched on Nov 24, 2014. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JGH or AGG.
Correlation
The correlation between JGH and AGG is 0.15, 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.
Performance
JGH vs. AGG - Performance Comparison
Key characteristics
JGH:
1.84
AGG:
0.73
JGH:
2.64
AGG:
1.08
JGH:
1.35
AGG:
1.13
JGH:
3.47
AGG:
0.29
JGH:
10.79
AGG:
1.82
JGH:
1.74%
AGG:
2.11%
JGH:
10.21%
AGG:
5.24%
JGH:
-43.79%
AGG:
-18.43%
JGH:
0.00%
AGG:
-8.11%
Returns By Period
In the year-to-date period, JGH achieves a 6.10% return, which is significantly higher than AGG's 0.90% return. Over the past 10 years, JGH has outperformed AGG with an annualized return of 7.25%, while AGG has yielded a comparatively lower 1.36% annualized return.
JGH
6.10%
3.88%
9.31%
18.63%
5.27%
7.25%
AGG
0.90%
0.88%
-1.39%
4.08%
-0.65%
1.36%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JGH vs. AGG - Expense Ratio Comparison
JGH has a 1.68% expense ratio, which is higher than AGG's 0.05% expense ratio.
Risk-Adjusted Performance
JGH vs. AGG — Risk-Adjusted Performance Rank
JGH
AGG
JGH vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Global High Income Fund (JGH) 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.
Dividends
JGH vs. AGG - Dividend Comparison
JGH's dividend yield for the trailing twelve months is around 9.30%, more than AGG's 3.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGH Nuveen Global High Income Fund | 9.30% | 9.72% | 10.23% | 12.05% | 8.20% | 7.15% | 7.53% | 9.88% | 8.52% | 9.61% | 11.44% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.75% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
JGH vs. AGG - Drawdown Comparison
The maximum JGH drawdown since its inception was -43.79%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for JGH and AGG. For additional features, visit the drawdowns tool.
Volatility
JGH vs. AGG - Volatility Comparison
Nuveen Global High Income Fund (JGH) and iShares Core U.S. Aggregate Bond ETF (AGG) have volatilities of 1.47% and 1.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.