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AGRH vs SPY

Comparison between ISHARES INTEREST RATE HEDGED U.S. AGGREGATE BOND ETF (AGRH, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

AGRH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AGRH
$5.20M
Winner
SPY
$735B
Expense Ratio
AGRH
0.13%
Winner
SPY
0.09%
Max Drawdown
Winner
AGRH
2.38%
SPY
56.47%
Sharpe Ratio
Winner
AGRH
1.70
SPY
1.62
5Y Beta
Winner
AGRH
0.03
SPY
1.00
P/E Ratio
AGRH
N/A
SPY
28.99
Forward P/E
AGRH
N/A
SPY
22.37
5Y Dividends CAGR
AGRH
N/A
SPY
5.43%
5Y EPS CAGR
AGRH
N/A
SPY
26.05%
Debt to Equity
AGRH
N/A
SPY
32.40%
P/S Ratio
AGRH
N/A
SPY
3.74
P/B Ratio
AGRH
N/A
SPY
5.61

AGRH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AGRH
+0.58%
Winner
SPY
+1.90%
3M
AGRH
+1.47%
Winner
SPY
+8.55%
6M
AGRH
+2.38%
Winner
SPY
+8.18%
1Y
AGRH
+6.18%
Winner
SPY
+25.79%
5Y(CAGR)
AGRH
N/A
SPY
+13.32%
10Y(CAGR)
AGRH
N/A
SPY
+15.19%
Max(CAGR)
AGRH
+5.54%
Winner
SPY
+8.47%

AGRH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAGRHSPY
2026+1.76%+8.26%
2025+6.05%+18.00%
2024+6.13%+25.59%
2023+6.42%+26.72%
2022+1.75%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

AGRH vs SPY Drawdown Comparison

The maximum drawdown for AGRH was -1.73%, occurring on Apr 9, 2025. Recovery took 63 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AGRH drawdown is -0.07%. The current SPY drawdown is -2.90%.

RankAGRHSPY
#1-1.73%
Feb 14, 2025 - May 16, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-1.50%
Aug 12, 2022 - Nov 18, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-0.98%
Mar 3, 2023 - Apr 13, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-0.67%
Jan 26, 2026 - Apr 8, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-0.66%
Sep 21, 2023 - Nov 3, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.44%
Jul 27, 2023 - Aug 22, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.42%
Apr 9, 2024 - Apr 25, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.39%
May 19, 2025 - Jun 2, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.37%
Jun 12, 2024 - Jul 5, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.36%
Aug 25, 2025 - Sep 5, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.34%
Feb 14, 2023 - Mar 3, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.31%
Nov 3, 2023 - Nov 7, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.30%
Dec 14, 2022 - Jan 9, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.30%
Aug 1, 2024 - Aug 14, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.30%
May 5, 2023 - May 23, 2023		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AGRH and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

AGRH vs SPY dividend yield comparison.

YearAGRHSPY
20261.49%0.24%
20254.63%1.07%
20245.17%1.21%
20234.69%1.40%
20221.24%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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