Correlation
The correlation between VBND and AGG is 0.00, 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.
VBND vs. AGG
Compare and contrast key facts about Vident Core U.S. Bond Strategy ETF (VBND) and iShares Core U.S. Aggregate Bond ETF (AGG).
VBND and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VBND is a passively managed fund by Vident that tracks the performance of the Vident Core U.S. Bond Strategy Index. It was launched on Oct 15, 2014. 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 VBND 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: VBND or AGG.
Performance
VBND vs. AGG - Performance Comparison
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Key characteristics
VBND:
0.82
AGG:
1.11
VBND:
1.18
AGG:
1.61
VBND:
1.15
AGG:
1.19
VBND:
0.47
AGG:
0.49
VBND:
2.26
AGG:
2.78
VBND:
2.09%
AGG:
2.15%
VBND:
5.74%
AGG:
5.39%
VBND:
-18.97%
AGG:
-18.43%
VBND:
-5.56%
AGG:
-6.61%
Returns By Period
In the year-to-date period, VBND achieves a 2.11% return, which is significantly lower than AGG's 2.55% return. Over the past 10 years, VBND has underperformed AGG with an annualized return of 1.39%, while AGG has yielded a comparatively higher 1.57% annualized return.
VBND
2.11%
-0.74%
0.12%
4.70%
2.17%
-0.06%
1.39%
AGG
2.55%
-0.61%
0.82%
5.90%
1.52%
-0.92%
1.57%
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VBND vs. AGG - Expense Ratio Comparison
VBND has a 0.39% expense ratio, which is higher than AGG's 0.05% expense ratio.
Risk-Adjusted Performance
VBND vs. AGG — Risk-Adjusted Performance Rank
VBND
AGG
VBND vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vident Core U.S. Bond Strategy ETF (VBND) 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
VBND vs. AGG - Dividend Comparison
VBND's dividend yield for the trailing twelve months is around 4.29%, more than AGG's 3.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBND Vident Core U.S. Bond Strategy ETF | 4.29% | 4.41% | 3.88% | 2.55% | 1.56% | 1.98% | 3.14% | 2.82% | 2.00% | 3.12% | 1.49% | 0.11% |
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
VBND vs. AGG - Drawdown Comparison
The maximum VBND drawdown since its inception was -18.97%, roughly equal to the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for VBND and AGG.
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Volatility
VBND vs. AGG - Volatility Comparison
Vident Core U.S. Bond Strategy ETF (VBND) has a higher volatility of 1.61% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.53%. This indicates that VBND's price experiences larger fluctuations and is considered to be riskier than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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