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 0.85, 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
WOBDX vs. AGG - Performance Comparison
Key characteristics
WOBDX:
0.75
AGG:
0.65
WOBDX:
1.10
AGG:
0.94
WOBDX:
1.13
AGG:
1.11
WOBDX:
0.32
AGG:
0.27
WOBDX:
1.88
AGG:
1.60
WOBDX:
2.12%
AGG:
2.23%
WOBDX:
5.32%
AGG:
5.47%
WOBDX:
-18.25%
AGG:
-18.43%
WOBDX:
-7.60%
AGG:
-8.32%
Returns By Period
The year-to-date returns for both stocks are quite close, with WOBDX having a 0.69% return and AGG slightly lower at 0.67%. Both investments have delivered pretty close results over the past 10 years, with WOBDX having a 1.16% annualized return and AGG not far ahead at 1.18%.
WOBDX
0.69%
0.99%
1.05%
3.70%
-0.46%
1.16%
AGG
0.67%
0.94%
0.93%
3.22%
-0.55%
1.18%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 3.93%, less than AGG's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | 3.64% | 3.96% | 3.78% | 2.68% | 2.07% | 2.36% | 2.77% | 3.01% | 2.66% | 2.47% | 2.34% | 2.53% |
AGG iShares Core U.S. Aggregate Bond ETF | 4.04% | 4.07% | 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
JPMorgan Core Bond Fund (WOBDX) and iShares Core U.S. Aggregate Bond ETF (AGG) have volatilities of 1.42% and 1.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.