SHV vs. AGG
Compare and contrast key facts about iShares Short Treasury Bond ETF (SHV) and iShares Core U.S. Aggregate Bond ETF (AGG).
SHV and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SHV is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Short Treasury Bond Index. It was launched on Jan 11, 2007. 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. Both SHV and AGG 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: SHV or AGG.
Correlation
The correlation between SHV and AGG is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SHV vs. AGG - Performance Comparison
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Key characteristics
SHV:
20.68
AGG:
0.84
SHV:
280.04
AGG:
1.37
SHV:
131.78
AGG:
1.16
SHV:
535.46
AGG:
0.41
SHV:
4,551.82
AGG:
2.38
SHV:
0.00%
AGG:
2.13%
SHV:
0.23%
AGG:
5.37%
SHV:
-0.46%
AGG:
-18.43%
SHV:
0.00%
AGG:
-7.03%
Returns By Period
In the year-to-date period, SHV achieves a 1.54% return, which is significantly lower than AGG's 2.09% return. Over the past 10 years, SHV has outperformed AGG with an annualized return of 1.84%, while AGG has yielded a comparatively lower 1.53% annualized return.
SHV
1.54%
0.33%
2.14%
4.79%
2.49%
1.84%
AGG
2.09%
-0.15%
1.95%
4.48%
-0.91%
1.53%
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SHV vs. AGG - Expense Ratio Comparison
SHV has a 0.15% expense ratio, which is higher than AGG's 0.05% 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
SHV vs. AGG — Risk-Adjusted Performance Rank
SHV
AGG
SHV vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Short Treasury Bond ETF (SHV) 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.
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Dividends
SHV vs. AGG - Dividend Comparison
SHV's dividend yield for the trailing twelve months is around 4.70%, more than AGG's 3.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHV iShares Short Treasury Bond ETF | 4.70% | 5.02% | 4.73% | 1.39% | 0.00% | 0.74% | 2.19% | 1.66% | 0.72% | 0.34% | 0.03% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.83% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
SHV vs. AGG - Drawdown Comparison
The maximum SHV drawdown since its inception was -0.46%, smaller than the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for SHV and AGG. For additional features, visit the drawdowns tool.
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Volatility
SHV vs. AGG - Volatility Comparison
The current volatility for iShares Short Treasury Bond ETF (SHV) is 0.06%, while iShares Core U.S. Aggregate Bond ETF (AGG) has a volatility of 1.57%. This indicates that SHV experiences smaller price fluctuations and is considered to be less risky than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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