Correlation
The correlation between THOPX and AGG is -0.01. 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.
THOPX vs. AGG
Compare and contrast key facts about Thompson Bond Fund (THOPX) and iShares Core U.S. Aggregate Bond ETF (AGG).
THOPX is managed by Thompson IM. It was launched on Feb 10, 1992. 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: THOPX or AGG.
Performance
THOPX vs. AGG - Performance Comparison
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Key characteristics
THOPX:
3.83
AGG:
1.11
THOPX:
6.04
AGG:
1.61
THOPX:
1.95
AGG:
1.19
THOPX:
5.18
AGG:
0.49
THOPX:
25.52
AGG:
2.78
THOPX:
0.33%
AGG:
2.15%
THOPX:
2.13%
AGG:
5.39%
THOPX:
-43.95%
AGG:
-18.43%
THOPX:
-0.09%
AGG:
-6.61%
Returns By Period
The year-to-date returns for both investments are quite close, with THOPX having a 2.50% return and AGG slightly higher at 2.55%. Over the past 10 years, THOPX has outperformed AGG with an annualized return of 3.39%, while AGG has yielded a comparatively lower 1.57% annualized return.
THOPX
2.50%
0.57%
2.75%
7.93%
5.59%
5.10%
3.39%
AGG
2.55%
-0.34%
0.82%
5.56%
1.52%
-0.92%
1.57%
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THOPX vs. AGG - Expense Ratio Comparison
THOPX has a 0.71% expense ratio, which is higher than AGG's 0.05% expense ratio.
Risk-Adjusted Performance
THOPX vs. AGG — Risk-Adjusted Performance Rank
THOPX
AGG
THOPX vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thompson Bond Fund (THOPX) 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
THOPX vs. AGG - Dividend Comparison
THOPX's dividend yield for the trailing twelve months is around 5.08%, more than AGG's 3.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
THOPX Thompson Bond Fund | 5.08% | 5.34% | 5.88% | 3.93% | 3.59% | 5.16% | 3.48% | 3.07% | 3.06% | 4.25% | 4.58% | 4.01% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.81% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
THOPX vs. AGG - Drawdown Comparison
The maximum THOPX drawdown since its inception was -43.95%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for THOPX and AGG.
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Volatility
THOPX vs. AGG - Volatility Comparison
The current volatility for Thompson Bond Fund (THOPX) is 0.60%, while iShares Core U.S. Aggregate Bond ETF (AGG) has a volatility of 1.53%. This indicates that THOPX 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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