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VRT vs. AGG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VRT vs. AGG

Last updated Jun 9, 2026

VRT (Vertiv Holdings Co.) is a stock, while AGG (iShares Core U.S. Aggregate Bond ETF) is Total Bond Market fund tracking the Bloomberg U.S. Aggregate Bond Index. Over the past 5 years, VRT returned 62.98%/yr vs -0.03%/yr for AGG. At a 0.05 correlation, their price movements are largely independent.

Performance

VRT vs. AGG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vertiv Holdings Co. (VRT) and iShares Core U.S. Aggregate Bond ETF (AGG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VRT achieves a 85.57% return, which is significantly higher than AGG's -0.08% return.

VRT

1D
0.02%
1M
-11.59%
YTD
85.57%
6M
61.97%
1Y
160.87%
3Y*
142.34%
5Y*
62.98%
10Y*
—

AGG

1D
0.00%
1M
-0.69%
YTD
-0.08%
6M
0.26%
1Y
4.97%
3Y*
3.88%
5Y*
-0.03%
10Y*
1.52%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VRT vs. AGG - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
VRT
Vertiv Holdings Co.		85.57%42.80%136.82%251.81%-45.25%33.80%69.36%12.55%-0.51%
AGG
iShares Core U.S. Aggregate Bond ETF		-0.08%7.19%1.31%5.65%-13.02%-1.77%7.48%8.46%1.89%

Correlation

The correlation between VRT and AGG is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.04

Correlation (3Y)
Calculated over the trailing 3-year period

0.01

Correlation (5Y)
Calculated over the trailing 5-year period

0.06

Correlation (All Time)
Calculated using the full available price history since Jul 31, 2018

0.05

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Vertiv Holdings Co.

iShares Core U.S. Aggregate Bond ETF

Often compared with VRT:
VRT vs. GEVVRT vs. CLSVRT vs. ALABVRT vs. SPYVRT vs. VOOVRT vs. POWLVRT vs. APP
Often compared with AGG:
AGG vs. BNDAGG vs. TLTAGG vs. HYGAGG vs. FBNDAGG vs. PIMIXAGG vs. IUSBAGG vs. AGGH

Return for Risk

VRT vs. AGG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VRT
VRT Risk / Return Rank: 9393
Overall Rank
VRT Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
VRT Sortino Ratio Rank: 9191
Sortino Ratio Rank
VRT Omega Ratio Rank: 9090
Omega Ratio Rank
VRT Calmar Ratio Rank: 9595
Calmar Ratio Rank
VRT Martin Ratio Rank: 9595
Martin Ratio Rank
AGG
AGG Risk / Return Rank: 4040
Overall Rank
AGG Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
AGG Sortino Ratio Rank: 4242
Sortino Ratio Rank
AGG Omega Ratio Rank: 3939
Omega Ratio Rank
AGG Calmar Ratio Rank: 4040
Calmar Ratio Rank
AGG Martin Ratio Rank: 3838
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VRT vs. AGG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vertiv Holdings Co. (VRT) 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.

VRTAGGDifference
Sharpe ratioReturn per unit of total volatility
2.79
1.32

+1.48

Sortino ratioReturn per unit of downside risk
3.30
1.94

+1.35

Omega ratioGain probability vs. loss probability

1.41

1.23

+0.18

Calmar ratioReturn relative to maximum drawdown

6.53

1.81

+4.73

Martin ratioReturn relative to average drawdown

18.20

5.44

+12.77

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VRT vs. AGG - Sharpe Ratio Comparison

The current VRT Sharpe Ratio is 2.79, which is higher than the AGG Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of VRT and AGG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

VRTAGGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.79

1.32

+1.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.03

-0.00

+1.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.28

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.00

0.59

+0.41

Drawdowns

VRT vs. AGG - Drawdown Comparison

The maximum VRT drawdown since its inception was -71.24%, which is greater than AGG's maximum drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for VRT and AGG.

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Drawdown Indicators

VRTAGGDifference

Max Drawdown

Largest peak-to-trough decline

-71.24%

-18.43%

-52.81%

Max Drawdown (1Y)

Largest decline over 1 year

-24.78%

-2.76%

-22.02%

Max Drawdown (3Y)

Largest decline over 3 years

-61.28%

-6.11%

-55.17%

Max Drawdown (5Y)

Largest decline over 5 years

-71.24%

-17.82%

-53.42%

Max Drawdown (10Y)

Largest decline over 10 years

—

-18.43%

—

Current Drawdown

Current decline from peak

-20.11%

-2.47%

-17.64%

Average Drawdown

Average peak-to-trough decline

-16.22%

-2.71%

-13.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.89%

0.92%

+7.97%

Volatility

VRT vs. AGG - Volatility Comparison

Vertiv Holdings Co. (VRT) has a higher volatility of 16.60% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 1.29%. This indicates that VRT'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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Volatility by Period

VRTAGGDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.60%

1.29%

+15.31%

Volatility (6M)

Calculated over the trailing 6-month period

45.55%

2.77%

+42.78%

Volatility (1Y)

Calculated over the trailing 1-year period

58.11%

3.80%

+54.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

61.81%

6.09%

+55.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

54.61%

5.41%

+49.20%

Dividends

VRT vs. AGG - Dividend Comparison

VRT's dividend yield for the trailing twelve months is around 0.07%, less than AGG's 4.00% yield.

PositionTTM20252024202320222021202020192018201720162015
AGG
iShares Core U.S. Aggregate Bond ETF		4.00%3.89%3.74%3.13%2.39%1.77%2.14%2.70%2.72%2.32%2.39%2.45%
VRT
Vertiv Holdings Co.		0.07%0.11%0.10%0.05%0.07%0.04%0.05%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

VRT and AGG have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VRT has higher volatility (16.60%) compared to AGG (1.29%). In terms of maximum drawdown, VRT dropped -71.24% vs AGG's -18.43%.

VRT currently has the higher Sharpe Ratio (2.79 vs 1.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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