NOCBX vs. EAGG
Compare and contrast key facts about Northern Core Bond Fund (NOCBX) and iShares ESG Aware US Aggregate Bond ETF (EAGG).
NOCBX is managed by Northern Funds. It was launched on Mar 29, 2001. EAGG is a passively managed fund by iShares that tracks the performance of the Bloomberg MSCI U.S. Aggregate ESG Focus Index. It was launched on Oct 18, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NOCBX or EAGG.
Correlation
The correlation between NOCBX and EAGG is 0.91, 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.
Performance
NOCBX vs. EAGG - Performance Comparison
Key characteristics
NOCBX:
0.14
EAGG:
0.20
NOCBX:
0.22
EAGG:
0.32
NOCBX:
1.03
EAGG:
1.04
NOCBX:
0.05
EAGG:
0.08
NOCBX:
0.39
EAGG:
0.57
NOCBX:
1.95%
EAGG:
1.96%
NOCBX:
5.57%
EAGG:
5.49%
NOCBX:
-20.21%
EAGG:
-18.74%
NOCBX:
-10.78%
EAGG:
-9.75%
Returns By Period
In the year-to-date period, NOCBX achieves a 0.53% return, which is significantly lower than EAGG's 0.89% return.
NOCBX
0.53%
-0.90%
0.11%
0.86%
-0.88%
0.93%
EAGG
0.89%
-0.59%
1.04%
1.25%
-0.48%
N/A
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NOCBX vs. EAGG - Expense Ratio Comparison
NOCBX has a 0.42% expense ratio, which is higher than EAGG's 0.10% expense ratio.
Risk-Adjusted Performance
NOCBX vs. EAGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Core Bond Fund (NOCBX) and iShares ESG Aware US Aggregate Bond ETF (EAGG). 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
NOCBX vs. EAGG - Dividend Comparison
NOCBX's dividend yield for the trailing twelve months is around 3.49%, less than EAGG's 3.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOCBX Northern Core Bond Fund | 3.49% | 3.64% | 2.87% | 1.72% | 1.97% | 2.67% | 3.06% | 2.90% | 2.19% | 2.40% | 2.17% | 2.63% |
EAGG iShares ESG Aware US Aggregate Bond ETF | 3.94% | 3.24% | 2.07% | 1.09% | 1.82% | 3.17% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NOCBX vs. EAGG - Drawdown Comparison
The maximum NOCBX drawdown since its inception was -20.21%, which is greater than EAGG's maximum drawdown of -18.74%. Use the drawdown chart below to compare losses from any high point for NOCBX and EAGG. For additional features, visit the drawdowns tool.
Volatility
NOCBX vs. EAGG - Volatility Comparison
The current volatility for Northern Core Bond Fund (NOCBX) is 1.48%, while iShares ESG Aware US Aggregate Bond ETF (EAGG) has a volatility of 1.64%. This indicates that NOCBX experiences smaller price fluctuations and is considered to be less risky than EAGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.