AGZ vs SPY
Comparison between ISHARES AGENCY BOND ETF (AGZ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed AGZ, delivering a return of +13.3% compared to +1.1%
AGZ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AGZ vs SPY - Historical Returns
Returns include dividend reinvestment.
AGZ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AGZ | SPY |
|---|---|---|
| 2026 | +0.03% | +8.26% |
| 2025 | +6.06% | +18.00% |
| 2024 | +3.32% | +25.59% |
| 2023 | +4.99% | +26.72% |
| 2022 | -7.53% | -18.64% |
| 2021 | -1.08% | +30.52% |
| 2020 | +5.59% | +17.28% |
| 2019 | +5.34% | +31.09% |
| 2018 | +1.51% | -5.24% |
| 2017 | +2.14% | +20.78% |
| 2016 | +1.02% | +13.59% |
| 2015 | +1.06% | +1.31% |
| 2014 | +3.44% | +14.56% |
| 2013 | -1.22% | +29.00% |
| 2012 | +1.65% | +14.17% |
| 2011 | +4.87% | +0.85% |
| 2010 | +3.70% | +13.14% |
| 2009 | +2.08% | +22.67% |
| 2008 | +6.01% | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
AGZ vs SPY Drawdown Comparison
The maximum drawdown for AGZ was -11.01%, occurring on Oct 20, 2022. Recovery took 1126 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current AGZ drawdown is -0.89%. The current SPY drawdown is -2.90%.
| Rank | AGZ | SPY |
|---|---|---|
| #1 | -11.01% Sep 3, 2020 - Feb 28, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -4.98% Nov 13, 2008 - Dec 11, 2008 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -3.28% May 1, 2013 - May 15, 2014 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -2.88% Jul 6, 2016 - Aug 18, 2017 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -2.52% Nov 4, 2010 - Jun 1, 2011 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -2.34% Sep 7, 2017 - Dec 18, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -2.24% Apr 14, 2009 - Jul 8, 2009 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.24% Mar 9, 2020 - Jul 20, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -1.84% Jan 23, 2015 - Oct 14, 2015 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.80% Jan 14, 2009 - Mar 18, 2009 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.58% Jul 8, 2009 - Sep 1, 2009 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.53% Sep 4, 2019 - Jan 23, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.53% Nov 30, 2009 - May 4, 2010 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.35% Feb 27, 2026 - May 19, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.30% Apr 4, 2025 - Apr 28, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between AGZ and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
AGZ vs SPY dividend yield comparison.
| Year | AGZ | SPY |
|---|---|---|
| 2026 | 1.52% | 0.24% |
| 2025 | 3.75% | 1.07% |
| 2024 | 3.48% | 1.21% |
| 2023 | 3.14% | 1.40% |
| 2022 | 1.56% | 1.65% |
| 2021 | 0.96% | 1.20% |
| 2020 | 2.25% | 1.52% |
| 2019 | 2.32% | 1.75% |
| 2018 | 2.15% | 2.04% |
| 2017 | 1.58% | 1.80% |
| 2016 | 1.52% | 2.03% |
| 2015 | 1.30% | 2.06% |
| 2014 | 1.33% | 1.87% |
| 2013 | 1.19% | 1.81% |
| 2012 | 1.22% | 2.18% |
| 2011 | 1.66% | 2.05% |
| 2010 | 1.88% | 1.80% |
| 2009 | 2.00% | 1.95% |
| 2008 | 0.38% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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