USDX vs. IAGG
Compare and contrast key facts about SGI Enhanced Core ETF (USDX) and iShares Core International Aggregate Bond ETF (IAGG).
USDX and IAGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USDX is an actively managed fund by Summit Global Investments. It was launched on Feb 28, 2024. IAGG is a passively managed fund by iShares that tracks the performance of the Barclays Global Aggregate ex USD 10% Issuer Capped (Hedged) Index. It was launched on Nov 10, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USDX or IAGG.
Key characteristics
| USDX | IAGG | |
|---|---|---|
| Daily Std Dev | 1.37% | 3.91% |
| Max Drawdown | -0.24% | -13.88% |
| Current Drawdown | 0.00% | -1.50% |
Correlation
The correlation between USDX and IAGG is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
USDX vs. IAGG - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
USDX vs. IAGG - Expense Ratio Comparison
USDX has a 0.98% expense ratio, which is higher than IAGG's 0.09% expense ratio.
Risk-Adjusted Performance
USDX vs. IAGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SGI Enhanced Core ETF (USDX) and iShares Core International Aggregate Bond ETF (IAGG). 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.
Not enough dataDividends
USDX vs. IAGG - Dividend Comparison
USDX's dividend yield for the trailing twelve months is around 1.18%, less than IAGG's 3.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
USDX SGI Enhanced Core ETF | 1.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IAGG iShares Core International Aggregate Bond ETF | 3.42% | 3.55% | 2.28% | 1.16% | 1.95% | 2.82% | 3.02% | 1.74% | 1.56% | 0.13% |
Drawdowns
USDX vs. IAGG - Drawdown Comparison
The maximum USDX drawdown since its inception was -0.24%, smaller than the maximum IAGG drawdown of -13.88%. Use the drawdown chart below to compare losses from any high point for USDX and IAGG. For additional features, visit the drawdowns tool.
Volatility
USDX vs. IAGG - Volatility Comparison
The current volatility for SGI Enhanced Core ETF (USDX) is 0.43%, while iShares Core International Aggregate Bond ETF (IAGG) has a volatility of 0.97%. This indicates that USDX experiences smaller price fluctuations and is considered to be less risky than IAGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.