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XAGG vs. AGGA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XAGG vs. AGGA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eaton Vance Income Opportunities ETF (XAGG) and Astoria Dynamic Core US Fixed Income ETF (AGGA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, XAGG achieves a 2.19% return, which is significantly higher than AGGA's 0.39% return.


XAGG

1D
-0.20%
1M
-0.34%
6M
0.48%
YTD
2.19%
1Y
3Y*
5Y*
10Y*
ALL TIME*

AGGA

1D
-0.28%
1M
-0.79%
6M
0.07%
YTD
0.39%
1Y
2.58%
3Y*
5Y*
10Y*
ALL TIME*
3.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$225.36K$302.31K$395.65K
$9.69M$13.10M$11.08M

XAGG vs. AGGA - Yearly Performance Comparison


Correlation

The correlation between XAGG and AGGA is 0.67, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 10, 2025

0.67

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Return for Risk

XAGG vs. AGGA — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

XAGG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


AGGA
AGGA Risk / Return Rank: 5858
Overall Rank
AGGA Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
AGGA Sortino Ratio Rank: 5959
Sortino Ratio Rank
AGGA Omega Ratio Rank: 5757
Omega Ratio Rank
AGGA Calmar Ratio Rank: 5757
Calmar Ratio Rank
AGGA Martin Ratio Rank: 6262
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

XAGG vs. AGGA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Income Opportunities ETF (XAGG) and Astoria Dynamic Core US Fixed Income ETF (AGGA). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


XAGGAGGADifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.25

Calmar ratioReturn relative to maximum drawdown

2.03

Martin ratioReturn relative to average drawdown

7.50

XAGG vs. AGGA - Sharpe Ratio Comparison


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Drawdowns

XAGG vs. AGGA - Drawdown Comparison

The maximum XAGG drawdown since its inception was -2.88%, which is greater than AGGA's maximum drawdown of -1.47%. Use the drawdown chart below to compare losses from any high point for XAGG and AGGA.


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Drawdown Indicators


XAGGAGGADifference

Max Drawdown

Largest peak-to-trough decline

-2.88%

-1.47%

-1.41%

Max Drawdown (1Y)

Largest decline over 1 year

-1.47%

Current Drawdown

Current decline from peak

-0.49%

-0.96%

+0.47%

Average Drawdown

Average peak-to-trough decline

-0.53%

-0.23%

-0.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.40%

Volatility

XAGG vs. AGGA - Volatility Comparison


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Volatility by Period


XAGGAGGADifference

Volatility (1M)

Calculated over the trailing 1-month period

0.65%

Volatility (6M)

Calculated over the trailing 6-month period

1.80%

Volatility (1Y)

Calculated over the trailing 1-year period

3.42%

2.17%

+1.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.42%

2.24%

+1.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.42%

2.24%

+1.18%

XAGG vs. AGGA - Expense Ratio Comparison

XAGG has a 0.50% expense ratio, which is lower than AGGA's 0.55% expense ratio.


Dividends

XAGG vs. AGGA - Dividend Comparison

XAGG's dividend yield for the trailing twelve months is around 5.07%, more than AGGA's 4.25% yield.


Frequently Asked Questions


XAGG and AGGA have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XAGG is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XAGG is cheaper with a 0.50% expense ratio, compared with 0.55% for AGGA.

XAGG has the higher dividend yield at 5.07%, compared with 4.25% for AGGA.

They also come from different issuers: Eaton Vance and Astoria. Their fees differ too: 0.50% for XAGG and 0.55% for AGGA.

Portfolio Optimizer

Find the right allocation for XAGG and AGGA

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