XAGG.TO vs. JAGG
Compare and contrast key facts about iShares U.S. Aggregate Bond Index ETF (XAGG.TO) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG).
XAGG.TO and JAGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XAGG.TO is a passively managed fund by iShares that tracks the performance of the Bloomberg US Aggregate Bond Index. It was launched on Aug 6, 2021. JAGG is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg U.S. Aggregate Bond Index. It was launched on Dec 12, 2018. Both XAGG.TO and JAGG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
XAGG.TO vs. JAGG - Performance Comparison
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XAGG.TO vs. JAGG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
XAGG.TO iShares U.S. Aggregate Bond Index ETF | 1.46% | 1.84% | 10.32% | 0.84% | -6.28% | -1.77% |
JAGG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 1.37% | 2.35% | 9.95% | 3.08% | -7.08% | -2.46% |
Different Trading Currencies
XAGG.TO is traded in CAD, while JAGG is traded in USD. To make them comparable, the JAGG values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, XAGG.TO achieves a 1.46% return, which is significantly higher than JAGG's 1.37% return.
XAGG.TO
- 1D
- 0.40%
- 1M
- 0.61%
- YTD
- 1.46%
- 6M
- 1.14%
- 1Y
- 1.08%
- 3Y*
- 4.41%
- 5Y*
- —
- 10Y*
- —
JAGG
- 1D
- -0.15%
- 1M
- 0.25%
- YTD
- 1.37%
- 6M
- 0.53%
- 1Y
- 1.25%
- 3Y*
- 4.57%
- 5Y*
- 2.21%
- 10Y*
- —
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XAGG.TO vs. JAGG - Expense Ratio Comparison
XAGG.TO has a 0.10% expense ratio, which is higher than JAGG's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
XAGG.TO vs. JAGG — Risk / Return Rank
XAGG.TO
JAGG
XAGG.TO vs. JAGG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Aggregate Bond Index ETF (XAGG.TO) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG). 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.
| XAGG.TO | JAGG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 0.19 | +0.01 |
Sortino ratioReturn per unit of downside risk | 0.32 | 0.31 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.04 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 0.16 | +0.46 |
Martin ratioReturn relative to average drawdown | 1.26 | 0.32 | +0.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XAGG.TO | JAGG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.20 | 0.19 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.29 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.30 | -0.06 |
Correlation
The correlation between XAGG.TO and JAGG is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
XAGG.TO vs. JAGG - Dividend Comparison
XAGG.TO's dividend yield for the trailing twelve months is around 3.96%, less than JAGG's 4.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
XAGG.TO iShares U.S. Aggregate Bond Index ETF | 3.96% | 3.86% | 3.06% | 2.29% | 1.62% | 1.02% | 0.00% | 0.00% | 0.00% |
JAGG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 4.28% | 4.29% | 4.25% | 3.60% | 2.23% | 1.44% | 2.26% | 2.92% | 0.16% |
Drawdowns
XAGG.TO vs. JAGG - Drawdown Comparison
The maximum XAGG.TO drawdown since its inception was -12.50%, smaller than the maximum JAGG drawdown of -20.45%. Use the drawdown chart below to compare losses from any high point for XAGG.TO and JAGG.
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Drawdown Indicators
| XAGG.TO | JAGG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.50% | -18.73% | +6.23% |
Max Drawdown (1Y)Largest decline over 1 year | -5.57% | -2.61% | -2.96% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.06% | — |
Current DrawdownCurrent decline from peak | -1.33% | -2.91% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -4.54% | -6.30% | +1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 0.97% | +2.48% |
Volatility
XAGG.TO vs. JAGG - Volatility Comparison
The current volatility for iShares U.S. Aggregate Bond Index ETF (XAGG.TO) is 1.99%, while JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG) has a volatility of 2.21%. This indicates that XAGG.TO experiences smaller price fluctuations and is considered to be less risky than JAGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XAGG.TO | JAGG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.99% | 2.21% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 4.37% | 4.34% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.15% | 6.50% | +0.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.82% | 7.77% | +2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.82% | 8.01% | +1.81% |