AGG vs IEMG

Comparison between iShares Core U.S. Aggregate Bond ETF (AGG, ETF) and ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG, ETF).

5-Year PerformanceIEMG has outperformed AGG, delivering a return of +7.7% compared to +0.2%

AGG vs IEMG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGG(ETF)	IEMG(ETF)
Net Assets	$139B	$134B
Expense Ratio	0.03%	0.09%
Max Drawdown	23.37%	42.22%
Sharpe Ratio	0.36	2.28
5Y Beta	0.04	0.78
5Y Dividends CAGR	12.49%	4.98%

Net Assets

Winner

AGG

$139B

IEMG

$134B

Expense Ratio

Winner

AGG

0.03%

IEMG

0.09%

Max Drawdown

Winner

AGG

23.37%

IEMG

42.22%

Sharpe Ratio

AGG

0.36

Winner

IEMG

2.28

5Y Beta

Winner

AGG

0.04

IEMG

0.78

5Y Dividends CAGR

Winner

AGG

12.49%

IEMG

4.98%

AGG vs IEMG - Historical Returns

Returns include dividend reinvestment.

Period	AGG	IEMG
1 month	+0.08%	+11.96%
3 months	+0.00%	+11.81%
6 months	+0.95%	+25.52%
1 year	+5.64%	+54.94%
5 years(CAGR)	+0.21%	+7.65%
10 years(CAGR)	+1.65%	+10.66%
Max(CAGR)	+3.09%	+6.74%

AGG

+0.08%

Winner

IEMG

+11.96%

AGG

+0.00%

Winner

IEMG

+11.81%

AGG

+0.95%

Winner

IEMG

+25.52%

AGG

+5.64%

Winner

IEMG

+54.94%

5Y(CAGR)

AGG

+0.21%

Winner

IEMG

+7.65%

10Y(CAGR)

AGG

+1.65%

Winner

IEMG

+10.66%

Max(CAGR)

AGG

+3.09%

Winner

IEMG

+6.74%

AGG vs IEMG - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	AGG	IEMG
2026	+0.64%	+20.30%
2025	+7.18%	+32.79%
2024	+1.79%	+7.85%
2023	+5.03%	+10.69%
2022	-12.43%	-20.43%
2021	-1.64%	-1.40%
2020	+7.18%	+15.50%
2019	+8.37%	+17.52%
2018	+0.24%	-16.54%
2017	+3.45%	+35.93%
2016	+2.45%	+13.16%
2015	+0.20%	-13.50%
2014	+5.93%	+0.05%
2013	-1.86%	-4.74%
2012	+3.96%	+8.51%
2011	+7.81%	N/A
2010	+6.24%	N/A
2009	+3.62%	N/A
2008	+7.39%	N/A
2007	+6.37%	N/A
2006	+3.84%	N/A
2005	+2.26%	N/A
2004	+4.38%	N/A
2003	+0.62%	N/A

AGG vs IEMG Drawdown Comparison

The maximum drawdown for AGG was -18.44%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for IEMG was -38.72%, occurring on Mar 23, 2020. Recovery took 707 trading sessions.

The current AGG drawdown is -1.80%.

Rank	AGG	IEMG
#1	-18.44% Aug 4, 2020 - Oct 20, 2022	-38.72% Jan 26, 2018 - Nov 16, 2020
#2	-12.83% Sep 9, 2008 - Dec 15, 2008	-37.11% Feb 16, 2021 - Jul 17, 2025
#3	-9.58% Mar 6, 2020 - May 21, 2020	-34.44% Sep 5, 2014 - Jul 12, 2017
#4	-5.14% May 2, 2013 - May 14, 2014	-17.50% Jan 2, 2013 - Jun 10, 2014
#5	-4.65% Mar 24, 2004 - Sep 14, 2004	-13.21% Feb 25, 2026 - Apr 17, 2026
#6	-4.50% Jul 8, 2016 - Aug 31, 2017	-5.38% Jan 21, 2021 - Feb 8, 2021
#7	-4.28% Jan 5, 2009 - Aug 13, 2009	-5.15% Oct 29, 2025 - Jan 2, 2026
#8	-3.52% Nov 4, 2010 - May 9, 2011	-4.88% Nov 22, 2017 - Dec 29, 2017
#9	-3.52% Sep 7, 2017 - Jan 3, 2019	-4.48% Oct 8, 2025 - Oct 20, 2025
#10	-3.00% Mar 20, 2008 - Sep 8, 2008	-4.14% Nov 6, 2012 - Dec 5, 2012
#11	-2.92% Jan 30, 2015 - Feb 8, 2016	-3.74% Jul 28, 2014 - Aug 19, 2014
#12	-2.54% May 7, 2007 - Aug 17, 2007	-3.47% Jan 28, 2026 - Feb 11, 2026
#13	-2.49% Feb 9, 2005 - May 18, 2005	-3.43% Jul 23, 2025 - Aug 12, 2025
#14	-2.44% Sep 1, 2005 - Jan 18, 2006	-3.39% Aug 7, 2017 - Aug 23, 2017
#15	-2.37% Jan 18, 2006 - Aug 4, 2006	-3.38% Sep 19, 2017 - Oct 10, 2017

Correlation

Correlation between AGG and IEMG is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2003 - 2026)

AGG vs IEMG dividend yield comparison.

Year	AGG	IEMG
2026	1.32%	0.00%
2025	3.89%	2.75%
2024	3.74%	3.20%
2023	3.13%	2.89%
2022	2.39%	2.71%
2021	1.77%	3.06%
2020	2.14%	1.87%
2019	2.70%	3.15%
2018	2.72%	2.76%
2017	2.32%	2.35%
2016	2.39%	2.28%
2015	2.45%	2.53%
2014	2.40%	2.30%
2013	2.32%	1.76%
2012	2.95%	0.23%
2011	3.17%	0.00%
2010	3.73%	0.00%
2009	3.89%	0.00%
2008	4.49%	0.00%
2007	4.86%	0.00%
2006	4.69%	0.00%
2005	4.06%	0.00%
2004	3.45%	0.00%
2003	0.90%	0.00%