SAGG.L vs. IDTL.L
Compare and contrast key facts about iShares Core Global Aggregate Bond UCITS ETF USD (Dist) (SAGG.L) and iShares Treasury Bond 20+ UCITS (IDTL.L).
SAGG.L and IDTL.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SAGG.L is a passively managed fund by iShares that tracks the performance of the Bloomberg Global Aggregate TR USD. It was launched on Nov 21, 2017. IDTL.L is a passively managed fund by iShares that tracks the performance of the Bloomberg US Government TR USD. It was launched on Jan 20, 2015. Both SAGG.L and IDTL.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAGG.L or IDTL.L.
Correlation
The correlation between SAGG.L and IDTL.L is 0.55, 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.
Performance
SAGG.L vs. IDTL.L - Performance Comparison
Key characteristics
SAGG.L:
0.47
IDTL.L:
-0.04
SAGG.L:
0.75
IDTL.L:
0.05
SAGG.L:
1.09
IDTL.L:
1.01
SAGG.L:
0.13
IDTL.L:
-0.01
SAGG.L:
1.68
IDTL.L:
-0.08
SAGG.L:
1.60%
IDTL.L:
6.81%
SAGG.L:
5.63%
IDTL.L:
14.04%
SAGG.L:
-22.67%
IDTL.L:
-48.30%
SAGG.L:
-17.50%
IDTL.L:
-41.41%
Returns By Period
In the year-to-date period, SAGG.L achieves a 0.44% return, which is significantly lower than IDTL.L's 1.66% return.
SAGG.L
0.44%
-1.21%
1.76%
2.69%
-2.22%
N/A
IDTL.L
1.66%
2.45%
-7.21%
0.63%
-7.21%
-1.07%
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SAGG.L vs. IDTL.L - Expense Ratio Comparison
SAGG.L has a 0.10% expense ratio, which is higher than IDTL.L's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SAGG.L vs. IDTL.L — Risk-Adjusted Performance Rank
SAGG.L
IDTL.L
SAGG.L vs. IDTL.L - Risk-Adjusted Performance 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 Treasury Bond 20+ UCITS (IDTL.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.
Dividends
SAGG.L vs. IDTL.L - Dividend Comparison
SAGG.L's dividend yield for the trailing twelve months is around 3.00%, less than IDTL.L's 4.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SAGG.L iShares Core Global Aggregate Bond UCITS ETF USD (Dist) | 3.00% | 2.68% | 95.35% | 147.52% | 130.27% | 156.35% | 167.63% | 92.65% | 0.00% | 0.00% | 0.00% |
IDTL.L iShares Treasury Bond 20+ UCITS | 4.58% | 4.65% | 3.79% | 3.01% | 1.74% | 1.76% | 2.49% | 2.79% | 2.60% | 2.63% | 2.14% |
Drawdowns
SAGG.L vs. IDTL.L - Drawdown Comparison
The maximum SAGG.L drawdown since its inception was -22.67%, smaller than the maximum IDTL.L drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for SAGG.L and IDTL.L. For additional features, visit the drawdowns tool.
Volatility
SAGG.L vs. IDTL.L - Volatility Comparison
The current volatility for iShares Core Global Aggregate Bond UCITS ETF USD (Dist) (SAGG.L) is 1.74%, while iShares Treasury Bond 20+ UCITS (IDTL.L) has a volatility of 4.08%. This indicates that SAGG.L experiences smaller price fluctuations and is considered to be less risky than IDTL.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.