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AGG vs IWF

Comparison between ISHARES CORE U.S. AGGREGATE BOND ETF (AGG, ETF) and ISHARES RUSSELL 1000 GROWTH ETF (IWF, ETF).

5-Year PerformanceIWF has outperformed AGG, delivering a return of +14.5% compared to +0.0%

AGG vs IWF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
AGG
$135B
IWF
$125B
Expense Ratio
Winner
AGG
0.03%
IWF
0.18%
Max Drawdown
Winner
AGG
23.37%
IWF
66.83%
Sharpe Ratio
AGG
0.14
Winner
IWF
1.08
5Y Beta
Winner
AGG
0.04
IWF
1.21
P/E Ratio
AGG
N/A
IWF
36.51
Forward P/E
AGG
N/A
IWF
27.84
5Y Dividends CAGR
Winner
AGG
11.58%
IWF
5.52%
5Y EPS CAGR
AGG
N/A
IWF
34.70%
Debt to Equity
AGG
N/A
IWF
51.12%
P/S Ratio
AGG
N/A
IWF
6.16
P/B Ratio
AGG
N/A
IWF
12.94

AGG vs IWF - Historical Returns

Returns include dividend reinvestment.

1M
AGG
-0.27%
Winner
IWF
+1.89%
3M
AGG
-1.07%
Winner
IWF
+8.43%
6M
AGG
+0.10%
Winner
IWF
+2.69%
1Y
AGG
+4.44%
Winner
IWF
+22.07%
5Y(CAGR)
AGG
+0.03%
Winner
IWF
+14.51%
10Y(CAGR)
AGG
+1.55%
Winner
IWF
+18.09%
Max(CAGR)
AGG
+3.05%
Winner
IWF
+8.42%

AGG vs IWF - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearAGGIWF
2026-0.05%+4.12%
2025+7.18%+18.60%
2024+1.79%+35.13%
2023+5.03%+43.68%
2022-12.43%-29.81%
2021-1.64%+29.26%
2020+7.18%+36.37%
2019+8.37%+35.96%
2018+0.24%-2.59%
2017+3.45%+28.98%
2016+2.45%+8.87%
2015+0.20%+5.60%
2014+5.93%+13.77%
2013-1.86%+29.76%
2012+3.96%+13.57%
2011+7.81%+1.37%
2010+6.24%+15.02%
2009+3.62%+32.66%
2008+7.39%-37.54%
2007+6.37%+11.18%
2006+3.84%+7.07%
2005+2.26%+5.74%
2004+4.38%+6.73%
2003+0.62%+25.08%
2002N/A-28.80%
2001N/A-16.14%
2000N/A-17.06%

AGG vs IWF 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 IWF was -64.25%, occurring on Mar 9, 2009. Recovery took 3313 trading sessions.

The current AGG drawdown is -2.48%. The current IWF drawdown is -4.72%.

RankAGGIWF
#1-18.44%
Aug 4, 2020 - Oct 20, 2022
-64.25%
Jul 17, 2000 - Sep 18, 2013
#2-12.83%
Sep 9, 2008 - Dec 15, 2008
-32.72%
Dec 27, 2021 - Jan 10, 2024
#3-9.58%
Mar 6, 2020 - May 21, 2020
-31.55%
Feb 19, 2020 - Jun 8, 2020
#4-5.14%
May 2, 2013 - May 14, 2014
-23.36%
Dec 16, 2024 - Jun 26, 2025
#5-4.65%
Mar 24, 2004 - Sep 14, 2004
-21.90%
Oct 1, 2018 - Apr 12, 2019
#6-4.50%
Jul 8, 2016 - Aug 31, 2017
-16.27%
Oct 29, 2025 - May 7, 2026
#7-4.28%
Jan 5, 2009 - Aug 13, 2009
-13.84%
Jul 20, 2015 - Jul 8, 2016
#8-3.52%
Nov 4, 2010 - May 9, 2011
-13.26%
Jul 10, 2024 - Oct 14, 2024
#9-3.52%
Sep 7, 2017 - Jan 3, 2019
-11.31%
Sep 2, 2020 - Dec 1, 2020
#10-3.00%
Mar 20, 2008 - Sep 8, 2008
-9.88%
Jan 26, 2018 - Jun 5, 2018
#11-2.92%
Jan 30, 2015 - Feb 8, 2016
-9.68%
Feb 12, 2021 - Apr 8, 2021
#12-2.54%
May 7, 2007 - Aug 17, 2007
-7.88%
Apr 29, 2019 - Jun 20, 2019
#13-2.49%
Feb 9, 2005 - May 18, 2005
-7.26%
Sep 18, 2014 - Oct 31, 2014
#14-2.44%
Sep 1, 2005 - Jan 18, 2006
-7.26%
Sep 3, 2021 - Oct 25, 2021
#15-2.37%
Jan 18, 2006 - Aug 4, 2006
-6.76%
Apr 26, 2021 - Jun 14, 2021

Correlation

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

0.76
-101

Dividend Comparison (2000 - 2026)

AGG vs IWF dividend yield comparison.

YearAGGIWF
20261.67%0.08%
20253.89%0.36%
20243.74%0.46%
20233.13%0.67%
20222.39%0.91%
20211.77%0.50%
20202.14%0.66%
20192.70%0.99%
20182.72%1.27%
20172.32%1.10%
20162.39%1.43%
20152.45%1.37%
20142.40%1.33%
20132.32%1.29%
20122.95%1.65%
20113.17%1.39%
20103.73%1.27%
20093.89%1.39%
20084.49%1.66%
20074.86%0.92%
20064.69%0.93%
20054.06%0.89%
20043.45%1.04%
20030.90%0.79%
20020.00%0.81%
20010.00%0.41%
20000.00%0.32%

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