WOBDX vs. AGG
Compare and contrast key facts about JPMorgan Core Bond Fund (WOBDX) and iShares Core U.S. Aggregate Bond ETF (AGG).
WOBDX is managed by JPMorgan Chase. It was launched on May 31, 1991. 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: WOBDX or AGG.
Correlation
The correlation between WOBDX and AGG is -0.13. 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
WOBDX vs. AGG - Performance Comparison
Key characteristics
WOBDX:
1.37
AGG:
1.28
WOBDX:
2.05
AGG:
1.86
WOBDX:
1.24
AGG:
1.22
WOBDX:
0.56
AGG:
0.53
WOBDX:
3.46
AGG:
3.30
WOBDX:
2.05%
AGG:
2.09%
WOBDX:
5.17%
AGG:
5.39%
WOBDX:
-18.25%
AGG:
-18.43%
WOBDX:
-6.08%
AGG:
-6.60%
Returns By Period
The year-to-date returns for both stocks are quite close, with WOBDX having a 2.65% return and AGG slightly lower at 2.57%. Over the past 10 years, WOBDX has underperformed AGG with an annualized return of 1.42%, while AGG has yielded a comparatively higher 1.51% annualized return.
WOBDX
2.65%
-0.58%
2.12%
7.21%
-0.54%
1.42%
AGG
2.57%
-0.54%
1.95%
6.96%
-0.79%
1.51%
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WOBDX vs. AGG - Expense Ratio Comparison
WOBDX has a 0.50% expense ratio, which is higher than AGG's 0.05% expense ratio.
Risk-Adjusted Performance
WOBDX vs. AGG — Risk-Adjusted Performance Rank
WOBDX
AGG
WOBDX vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Bond Fund (WOBDX) 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.
Dividends
WOBDX vs. AGG - Dividend Comparison
WOBDX's dividend yield for the trailing twelve months is around 3.58%, more than AGG's 3.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | 3.58% | 3.96% | 3.49% | 2.68% | 2.07% | 2.36% | 2.77% | 2.80% | 2.66% | 2.47% | 2.34% | 2.53% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.47% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
WOBDX vs. AGG - Drawdown Comparison
The maximum WOBDX drawdown since its inception was -18.25%, roughly equal to the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for WOBDX and AGG. For additional features, visit the drawdowns tool.
Volatility
WOBDX vs. AGG - Volatility Comparison
The current volatility for JPMorgan Core Bond Fund (WOBDX) is 2.04%, while iShares Core U.S. Aggregate Bond ETF (AGG) has a volatility of 2.25%. This indicates that WOBDX 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.