AGG vs SPYM
Comparison between ISHARES CORE U.S. AGGREGATE BOND ETF (AGG, ETF) and SPDR Portfolio S&P 500 ETF (SPYM, ETF).
5-Year PerformanceSPYM has outperformed AGG, delivering a return of +13.3% compared to +0.1%
AGG vs SPYM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AGG
$137B
Winner
SPYM
$148B
Expense Ratio
AGG
0.03%
Winner
SPYM
0.02%
Max Drawdown
Winner
AGG
23.37%
SPYM
55.77%
Sharpe Ratio
AGG
0.20
Winner
SPYM
1.55
5Y Beta
Winner
AGG
0.04
SPYM
0.97
5Y Dividends CAGR
Winner
AGG
11.58%
SPYM
10.82%
AGG vs SPYM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AGG
+0.61%
SPYM
-1.33%
3M
AGG
+0.69%
Winner
SPYM
+12.26%
6M
AGG
+0.55%
Winner
SPYM
+7.24%
1Y
AGG
+4.33%
Winner
SPYM
+23.72%
5Y(CAGR)
AGG
+0.08%
Winner
SPYM
+13.26%
10Y(CAGR)
AGG
+1.59%
Winner
SPYM
+16.09%
Max(CAGR)
AGG
+3.07%
Winner
SPYM
+14.82%
AGG vs SPYM - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | AGG | SPYM |
|---|---|---|
| 2026 | +0.50% | +7.98% |
| 2025 | +7.18% | +18.09% |
| 2024 | +1.79% | +25.67% |
| 2023 | +5.03% | +26.80% |
| 2022 | -12.43% | -18.62% |
| 2021 | -1.64% | +30.56% |
| 2020 | +7.18% | +17.52% |
| 2019 | +8.37% | +31.99% |
| 2018 | +0.24% | -5.82% |
| 2017 | +3.45% | +25.98% |
| 2016 | +2.45% | +22.20% |
| 2015 | +0.20% | +7.47% |
| 2014 | +5.93% | +20.97% |
| 2013 | -1.86% | +36.86% |
| 2012 | +3.96% | +20.92% |
| 2011 | +7.81% | +6.14% |
| 2010 | +6.24% | +18.40% |
| 2009 | +3.62% | +32.04% |
| 2008 | +7.39% | -31.54% |
| 2007 | +6.37% | +12.50% |
| 2006 | +3.84% | +21.01% |
| 2005 | +2.26% | +2.08% |
| 2004 | +4.38% | N/A |
| 2003 | +0.62% | N/A |
AGG vs SPYM 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 SPYM was -50.38%, occurring on Mar 9, 2009. Recovery took 774 trading sessions.
The current AGG drawdown is -1.94%. The current SPYM drawdown is -3.15%.
| Rank | AGG | SPYM |
|---|---|---|
| #1 | -18.44% Aug 4, 2020 - Oct 20, 2022 | -50.38% Oct 10, 2007 - Nov 4, 2010 |
| #2 | -12.83% Sep 9, 2008 - Dec 15, 2008 | -33.86% Feb 19, 2020 - Aug 10, 2020 |
| #3 | -9.58% Mar 6, 2020 - May 21, 2020 | -24.49% Jan 3, 2022 - Dec 13, 2023 |
| #4 | -5.14% May 2, 2013 - May 14, 2014 | -19.77% Sep 20, 2018 - Apr 5, 2019 |
| #5 | -4.65% Mar 24, 2004 - Sep 14, 2004 | -18.78% Jul 7, 2011 - Jan 18, 2012 |
| #6 | -4.50% Jul 8, 2016 - Aug 31, 2017 | -18.72% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.28% Jan 5, 2009 - Aug 13, 2009 | -12.05% Nov 3, 2015 - Mar 18, 2016 |
| #8 | -3.52% Nov 4, 2010 - May 9, 2011 | -11.41% Jul 20, 2015 - Nov 2, 2015 |
| #9 | -3.52% Sep 7, 2017 - Jan 3, 2019 | -9.93% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -3.00% Mar 20, 2008 - Sep 8, 2008 | -9.91% Apr 2, 2012 - Aug 8, 2012 |
| #11 | -2.92% Jan 30, 2015 - Feb 8, 2016 | -9.43% Sep 2, 2020 - Nov 11, 2020 |
| #12 | -2.54% May 7, 2007 - Aug 17, 2007 | -8.93% Jul 17, 2007 - Oct 3, 2007 |
| #13 | -2.49% Feb 9, 2005 - May 18, 2005 | -8.90% Jan 27, 2026 - Apr 14, 2026 |
| #14 | -2.44% Sep 1, 2005 - Jan 18, 2006 | -8.43% Jul 16, 2024 - Sep 19, 2024 |
| #15 | -2.37% Jan 18, 2006 - Aug 4, 2006 | -7.70% Sep 19, 2014 - Nov 5, 2014 |
Correlation
Correlation between AGG and SPYM is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2003 - 2026)
AGG vs SPYM dividend yield comparison.
| Year | AGG | SPYM |
|---|---|---|
| 2026 | 1.66% | 0.50% |
| 2025 | 3.89% | 1.13% |
| 2024 | 3.74% | 1.28% |
| 2023 | 3.13% | 1.44% |
| 2022 | 2.39% | 1.69% |
| 2021 | 1.77% | 1.25% |
| 2020 | 2.14% | 1.54% |
| 2019 | 2.70% | 1.79% |
| 2018 | 2.72% | 2.23% |
| 2017 | 2.32% | 5.51% |
| 2016 | 2.39% | 7.89% |
| 2015 | 2.45% | 7.93% |
| 2014 | 2.40% | 7.17% |
| 2013 | 2.32% | 6.85% |
| 2012 | 2.95% | 8.30% |
| 2011 | 3.17% | 7.48% |
| 2010 | 3.73% | 5.26% |
| 2009 | 3.89% | 6.76% |
| 2008 | 4.49% | 11.85% |
| 2007 | 4.86% | 7.52% |
| 2006 | 4.69% | 7.20% |
| 2005 | 4.06% | 0.19% |
| 2004 | 3.45% | 0.00% |
| 2003 | 0.90% | 0.00% |
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