USIG vs. AGG
Compare and contrast key facts about iShares Broad USD Investment Grade Corporate Bond ETF (USIG) and iShares Core U.S. Aggregate Bond ETF (AGG).
USIG and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USIG is a passively managed fund by iShares that tracks the performance of the ICE BofA US Corporate. It was launched on Jan 5, 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 USIG 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: USIG or AGG.
Correlation
The correlation between USIG and AGG is -0.03. 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
USIG vs. AGG - Performance Comparison
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Key characteristics
USIG:
0.88
AGG:
0.88
USIG:
1.20
AGG:
1.17
USIG:
1.15
AGG:
1.14
USIG:
0.44
AGG:
0.35
USIG:
2.61
AGG:
2.01
USIG:
1.86%
AGG:
2.13%
USIG:
5.81%
AGG:
5.36%
USIG:
-22.21%
AGG:
-18.43%
USIG:
-5.52%
AGG:
-7.22%
Returns By Period
In the year-to-date period, USIG achieves a 1.78% return, which is significantly lower than AGG's 1.89% return. Over the past 10 years, USIG has outperformed AGG with an annualized return of 2.46%, while AGG has yielded a comparatively lower 1.47% annualized return.
USIG
1.78%
0.56%
1.18%
5.08%
3.12%
0.40%
2.46%
AGG
1.89%
-0.10%
1.50%
4.70%
1.40%
-1.00%
1.47%
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USIG vs. AGG - Expense Ratio Comparison
USIG has a 0.04% expense ratio, which is lower than AGG's 0.05% expense ratio. Despite the difference, 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
USIG vs. AGG — Risk-Adjusted Performance Rank
USIG
AGG
USIG vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Broad USD Investment Grade Corporate Bond ETF (USIG) 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
USIG vs. AGG - Dividend Comparison
USIG's dividend yield for the trailing twelve months is around 4.59%, more than AGG's 3.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USIG iShares Broad USD Investment Grade Corporate Bond ETF | 4.59% | 4.51% | 3.94% | 3.14% | 2.33% | 2.82% | 3.37% | 3.44% | 3.03% | 3.13% | 3.24% | 3.32% |
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
USIG vs. AGG - Drawdown Comparison
The maximum USIG drawdown since its inception was -22.21%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for USIG and AGG. For additional features, visit the drawdowns tool.
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Volatility
USIG vs. AGG - Volatility Comparison
iShares Broad USD Investment Grade Corporate Bond ETF (USIG) and iShares Core U.S. Aggregate Bond ETF (AGG) have volatilities of 1.42% and 1.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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