Correlation
The correlation between WFBIX and AGG is -0.12. 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.
WFBIX vs. AGG
Compare and contrast key facts about iShares U.S. Aggregate Bond Index Fund (WFBIX) and iShares Core U.S. Aggregate Bond ETF (AGG).
WFBIX is managed by Blackrock. It was launched on Jul 2, 1993. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFBIX or AGG.
Performance
WFBIX vs. AGG - Performance Comparison
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Key characteristics
WFBIX:
1.11
AGG:
1.11
WFBIX:
1.61
AGG:
1.61
WFBIX:
1.19
AGG:
1.19
WFBIX:
0.47
AGG:
0.49
WFBIX:
2.73
AGG:
2.78
WFBIX:
2.15%
AGG:
2.15%
WFBIX:
5.36%
AGG:
5.39%
WFBIX:
-18.65%
AGG:
-18.43%
WFBIX:
-7.09%
AGG:
-6.61%
Returns By Period
In the year-to-date period, WFBIX achieves a 2.16% return, which is significantly lower than AGG's 2.55% return. Over the past 10 years, WFBIX has underperformed AGG with an annualized return of 1.48%, while AGG has yielded a comparatively higher 1.57% annualized return.
WFBIX
2.16%
-0.66%
0.45%
5.19%
1.44%
-1.00%
1.48%
AGG
2.55%
-0.34%
0.82%
5.56%
1.52%
-0.92%
1.57%
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WFBIX vs. AGG - Expense Ratio Comparison
Both WFBIX and AGG have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
WFBIX vs. AGG — Risk-Adjusted Performance Rank
WFBIX
AGG
WFBIX vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Aggregate Bond Index Fund (WFBIX) 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
WFBIX vs. AGG - Dividend Comparison
WFBIX's dividend yield for the trailing twelve months is around 3.40%, less than AGG's 3.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFBIX iShares U.S. Aggregate Bond Index Fund | 3.40% | 3.66% | 3.15% | 2.60% | 2.06% | 2.65% | 2.88% | 2.71% | 2.25% | 2.28% | 2.21% | 2.59% |
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
WFBIX vs. AGG - Drawdown Comparison
The maximum WFBIX drawdown since its inception was -18.65%, roughly equal to the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for WFBIX and AGG.
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Volatility
WFBIX vs. AGG - Volatility Comparison
The current volatility for iShares U.S. Aggregate Bond Index Fund (WFBIX) is 1.41%, while iShares Core U.S. Aggregate Bond ETF (AGG) has a volatility of 1.53%. This indicates that WFBIX experiences smaller price fluctuations and is considered to be less risky than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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