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AGG vs VIG

Comparison between ISHARES CORE U.S. AGGREGATE BOND ETF (AGG, ETF) and VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES (VIG, ETF).

5-Year PerformanceVIG has outperformed AGG, delivering a return of +10.4% compared to +0.0%

AGG vs VIG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
AGG
$135B
VIG
$125B
Expense Ratio
Winner
AGG
0.03%
VIG
0.04%
Max Drawdown
Winner
AGG
23.37%
VIG
48.20%
Sharpe Ratio
AGG
0.14
Winner
VIG
1.38
5Y Beta
Winner
AGG
0.04
VIG
0.73
P/E Ratio
AGG
N/A
VIG
25.95
Forward P/E
AGG
N/A
VIG
20.91
5Y Dividends CAGR
AGG
11.58%
Winner
VIG
13.46%
5Y EPS CAGR
AGG
N/A
VIG
13.78%
Debt to Equity
AGG
N/A
VIG
37.89%
P/S Ratio
AGG
N/A
VIG
2.84
P/B Ratio
AGG
N/A
VIG
5.23

AGG vs VIG - Historical Returns

Returns include dividend reinvestment.

1M
AGG
-0.27%
Winner
VIG
+1.92%
3M
AGG
-1.07%
Winner
VIG
+4.81%
6M
AGG
+0.10%
Winner
VIG
+6.11%
1Y
AGG
+4.44%
Winner
VIG
+18.98%
5Y(CAGR)
AGG
+0.03%
Winner
VIG
+10.40%
10Y(CAGR)
AGG
+1.55%
Winner
VIG
+13.09%
Max(CAGR)
AGG
+3.05%
Winner
VIG
+10.11%

AGG vs VIG - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearAGGVIG
2026-0.05%+6.17%
2025+7.18%+14.71%
2024+1.79%+17.22%
2023+5.03%+14.55%
2022-12.43%-9.52%
2021-1.64%+25.45%
2020+7.18%+14.77%
2019+8.37%+30.46%
2018+0.24%-2.42%
2017+3.45%+21.81%
2016+2.45%+13.49%
2015+0.20%-1.78%
2014+5.93%+11.06%
2013-1.86%+26.20%
2012+3.96%+10.41%
2011+7.81%+5.46%
2010+6.24%+13.31%
2009+3.62%+16.47%
2008+7.39%-25.49%
2007+6.37%+5.32%
2006+3.84%+8.59%
2005+2.26%N/A
2004+4.38%N/A
2003+0.62%N/A

AGG vs VIG 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 VIG was -46.80%, occurring on Mar 9, 2009. Recovery took 846 trading sessions.

The current AGG drawdown is -2.48%. The current VIG drawdown is -1.37%.

RankAGGVIG
#1-18.44%
Aug 4, 2020 - Oct 20, 2022
-46.80%
Oct 9, 2007 - Feb 16, 2011
#2-12.83%
Sep 9, 2008 - Dec 15, 2008
-31.72%
Feb 14, 2020 - Aug 26, 2020
#3-9.58%
Mar 6, 2020 - May 21, 2020
-20.40%
Jan 4, 2022 - Dec 11, 2023
#4-5.14%
May 2, 2013 - May 14, 2014
-17.27%
Sep 21, 2018 - Apr 5, 2019
#5-4.65%
Mar 24, 2004 - Sep 14, 2004
-16.95%
Jul 7, 2011 - Feb 3, 2012
#6-4.50%
Jul 8, 2016 - Aug 31, 2017
-14.95%
Feb 19, 2025 - Jun 30, 2025
#7-4.28%
Jan 5, 2009 - Aug 13, 2009
-12.14%
Mar 2, 2015 - Mar 29, 2016
#8-3.52%
Nov 4, 2010 - May 9, 2011
-9.77%
Jan 26, 2018 - Aug 17, 2018
#9-3.52%
Sep 7, 2017 - Jan 3, 2019
-7.90%
Feb 9, 2026 - May 5, 2026
#10-3.00%
Mar 20, 2008 - Sep 8, 2008
-7.90%
Jul 19, 2007 - Oct 1, 2007
#11-2.92%
Jan 30, 2015 - Feb 8, 2016
-7.60%
Apr 2, 2012 - Aug 7, 2012
#12-2.54%
May 7, 2007 - Aug 17, 2007
-7.20%
Dec 31, 2013 - Mar 4, 2014
#13-2.49%
Feb 9, 2005 - May 18, 2005
-6.53%
Oct 12, 2020 - Nov 9, 2020
#14-2.44%
Sep 1, 2005 - Jan 18, 2006
-6.26%
Sep 2, 2020 - Oct 9, 2020
#15-2.37%
Jan 18, 2006 - Aug 4, 2006
-5.99%
Apr 29, 2011 - Jul 7, 2011

Correlation

Correlation between AGG and VIG is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2003 - 2026)

AGG vs VIG dividend yield comparison.

YearAGGVIG
20261.67%0.36%
20253.89%1.62%
20243.74%1.73%
20233.13%1.88%
20222.39%1.96%
20211.77%1.55%
20202.14%1.63%
20192.70%1.71%
20182.72%2.08%
20172.32%1.88%
20162.39%2.14%
20152.45%2.34%
20142.40%1.95%
20132.32%1.84%
20122.95%2.37%
20113.17%2.14%
20103.73%1.99%
20093.89%2.09%
20084.49%2.56%
20074.86%1.56%
20064.69%0.98%
20054.06%0.00%
20043.45%0.00%
20030.90%0.00%

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