SAGG.L vs. AGGG.L
SAGG.L (iShares Core Global Aggregate Bond UCITS ETF USD (Dist)) and AGGG.L (iShares Global Aggregate Bond UCITS Dist) are both Global Bonds funds from iShares tracking the Bloomberg Global Aggregate TR USD. Both are passively managed. Over the past 5 years, SAGG.L returned 215.72%/yr vs -0.68%/yr for AGGG.L. A 0.74 correlation means they provide meaningful diversification when combined. Both charge a 0.10% expense ratio.
Performance
SAGG.L vs. AGGG.L - Performance Comparison
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Different Trading Currencies
SAGG.L is traded in GBP, while AGGG.L is traded in USD. To make them comparable, the AGGG.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, SAGG.L achieves a -1.45% return, which is significantly lower than AGGG.L's 0.12% return.
SAGG.L
- 1D
- 0.26%
- 1M
- 1.02%
- YTD
- -1.45%
- 6M
- -1.68%
- 1Y
- 1.64%
- 3Y*
- 0.18%
- 5Y*
- 215.72%
- 10Y*
- —
AGGG.L
- 1D
- 0.08%
- 1M
- 0.65%
- YTD
- 0.12%
- 6M
- -0.26%
- 1Y
- 3.19%
- 3Y*
- 0.83%
- 5Y*
- -0.68%
- 10Y*
- —
SAGG.L vs. AGGG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAGG.L iShares Core Global Aggregate Bond UCITS ETF USD (Dist) | -1.45% | 0.53% | 0.03% | 975.51% | 1,013.35% | 616.49% | 2,058.65% | 3,293.93% | 383.58% | -1.15% |
AGGG.L iShares Global Aggregate Bond UCITS Dist | 0.12% | 0.36% | 0.28% | 0.01% | -5.93% | -4.42% | 6.16% | 2.79% | 4.14% | -0.74% |
Correlation
The correlation between SAGG.L and AGGG.L is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Nov 27, 2017 | 0.74 |
The correlation between SAGG.L and AGGG.L has been stable across timeframes, ranging from 0.64 to 0.74 - a consistent structural relationship.
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Return for Risk
SAGG.L vs. AGGG.L — Risk / Return Rank
SAGG.L
AGGG.L
SAGG.L vs. AGGG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Global Aggregate Bond UCITS ETF USD (Dist) (SAGG.L) and iShares Global Aggregate Bond UCITS Dist (AGGG.L). 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.
| SAGG.L | AGGG.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.20 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.10 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.32 | 0.75 | -0.43 |
| Martin ratioReturn relative to average drawdown | 0.63 | 1.62 | -0.99 |
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
| SAGG.L | AGGG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.54 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | -0.09 | +0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 0.03 | +0.95 |
Drawdowns
SAGG.L vs. AGGG.L - Drawdown Comparison
The maximum SAGG.L drawdown since its inception was -10.22%, smaller than the maximum AGGG.L drawdown of -19.27%. Use the drawdown chart below to compare losses from any high point for SAGG.L and AGGG.L.
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Drawdown Indicators
| SAGG.L | AGGG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.22% | -19.27% | +9.05% |
Max Drawdown (1Y)Largest decline over 1 year | -5.18% | -4.24% | -0.94% |
Max Drawdown (3Y)Largest decline over 3 years | -5.18% | -5.58% | +0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -8.71% | -14.34% | +5.63% |
Current DrawdownCurrent decline from peak | -3.93% | -13.22% | +9.29% |
Average DrawdownAverage peak-to-trough decline | -3.27% | -9.35% | +6.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 1.96% | +0.65% |
Volatility
SAGG.L vs. AGGG.L - Volatility Comparison
The current volatility for iShares Core Global Aggregate Bond UCITS ETF USD (Dist) (SAGG.L) is 1.17%, while iShares Global Aggregate Bond UCITS Dist (AGGG.L) has a volatility of 1.68%. This indicates that SAGG.L experiences smaller price fluctuations and is considered to be less risky than AGGG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAGG.L | AGGG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.17% | 1.68% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 3.64% | 4.74% | -1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.81% | 5.84% | -1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 475.05% | 7.71% | +467.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 485.36% | 8.33% | +477.03% |
SAGG.L vs. AGGG.L - Expense Ratio Comparison
Both SAGG.L and AGGG.L have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
SAGG.L vs. AGGG.L - Dividend Comparison
SAGG.L's dividend yield for the trailing twelve months is around 1.52%, less than AGGG.L's 3.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
AGGG.L iShares Global Aggregate Bond UCITS Dist | 3.16% | 2.97% | 2.74% | 2.01% | 1.55% | 1.33% | 1.46% | 1.62% | 0.96% |
SAGG.L iShares Core Global Aggregate Bond UCITS ETF USD (Dist) | 1.52% | 3.13% | 2.68% | 95.35% | 147.52% | 130.26% | 156.35% | 167.63% | 76.39% |
Frequently Asked Questions
SAGG.L and AGGG.L have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.10% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
SAGG.L and AGGG.L have the same expense ratio: 0.10% per year.
Both ETFs track Bloomberg Global Aggregate TR USD.
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