VDTA.L vs. AGGU.L
Compare and contrast key facts about Vanguard USD Treasury Bond UCITS ETF USD Accumulation (VDTA.L) and iShares Core Global Aggregate Bond UCITS ETF (AGGU.L).
VDTA.L and AGGU.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VDTA.L is a passively managed fund by Vanguard that tracks the performance of the Bloomberg Global Aggregate US Treasury Float Adjusted index. It was launched on Feb 8, 2022. AGGU.L is a passively managed fund by iShares that tracks the performance of the Bloomberg Global Aggregate Bond Index. It was launched on Nov 21, 2017. Both VDTA.L and AGGU.L 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: VDTA.L or AGGU.L.
Correlation
The correlation between VDTA.L and AGGU.L is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VDTA.L vs. AGGU.L - Performance Comparison
Key characteristics
VDTA.L:
0.73
AGGU.L:
1.24
VDTA.L:
1.07
AGGU.L:
1.85
VDTA.L:
1.13
AGGU.L:
1.22
VDTA.L:
0.23
AGGU.L:
0.55
VDTA.L:
1.67
AGGU.L:
5.20
VDTA.L:
2.22%
AGGU.L:
0.97%
VDTA.L:
5.04%
AGGU.L:
4.04%
VDTA.L:
-32.27%
AGGU.L:
-15.55%
VDTA.L:
-11.37%
AGGU.L:
-3.69%
Returns By Period
In the year-to-date period, VDTA.L achieves a 0.99% return, which is significantly higher than AGGU.L's 0.56% return.
VDTA.L
0.99%
1.09%
-1.34%
3.92%
-1.06%
N/A
AGGU.L
0.56%
0.79%
0.49%
5.16%
-0.13%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VDTA.L vs. AGGU.L - Expense Ratio Comparison
VDTA.L has a 0.07% expense ratio, which is lower than AGGU.L's 0.10% 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
VDTA.L vs. AGGU.L — Risk-Adjusted Performance Rank
VDTA.L
AGGU.L
VDTA.L vs. AGGU.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard USD Treasury Bond UCITS ETF USD Accumulation (VDTA.L) and iShares Core Global Aggregate Bond UCITS ETF (AGGU.L). 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.
Dividends
VDTA.L vs. AGGU.L - Dividend Comparison
Neither VDTA.L nor AGGU.L has paid dividends to shareholders.
Drawdowns
VDTA.L vs. AGGU.L - Drawdown Comparison
The maximum VDTA.L drawdown since its inception was -32.27%, which is greater than AGGU.L's maximum drawdown of -15.55%. Use the drawdown chart below to compare losses from any high point for VDTA.L and AGGU.L. For additional features, visit the drawdowns tool.
Volatility
VDTA.L vs. AGGU.L - Volatility Comparison
Vanguard USD Treasury Bond UCITS ETF USD Accumulation (VDTA.L) has a higher volatility of 1.52% compared to iShares Core Global Aggregate Bond UCITS ETF (AGGU.L) at 1.03%. This indicates that VDTA.L's price experiences larger fluctuations and is considered to be riskier than AGGU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.