BAI vs IAGG

Comparison between iShares A.I. Innovation and Tech Active ETF (BAI, ETF) and ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF).

BAI vs IAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAI(ETF)	IAGG(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.55%	0.07%
Max Drawdown	34.09%	15.86%
Sharpe Ratio	2.33	-0.42
5Y Beta	1.63	0.03
P/E Ratio	72.64	N/A
Forward P/E	25.67	N/A
PEG Ratio	0.26	N/A
5Y Dividends CAGR	N/A	15.92%
5Y EPS CAGR	30.25%	N/A
P/S Ratio	5.11	N/A
P/B Ratio	13.98	N/A

Net Assets

Winner

BAI

$13B

IAGG

$13B

Expense Ratio

BAI

0.55%

Winner

IAGG

0.07%

Max Drawdown

BAI

34.09%

Winner

IAGG

15.86%

Sharpe Ratio

Winner

BAI

2.33

IAGG

-0.42

5Y Beta

BAI

1.63

Winner

IAGG

0.03

P/E Ratio

BAI

72.64

IAGG

N/A

Forward P/E

BAI

25.67

IAGG

N/A

PEG Ratio

BAI

0.26

IAGG

N/A

5Y Dividends CAGR

BAI

N/A

IAGG

15.92%

5Y EPS CAGR

BAI

30.25%

IAGG

N/A

P/S Ratio

BAI

5.11

IAGG

N/A

P/B Ratio

BAI

13.98

IAGG

N/A

BAI vs IAGG - Historical Returns

Returns include dividend reinvestment.

Period	BAI	IAGG
1 month	+21.20%	-0.05%
3 months	+36.00%	-0.79%
6 months	+34.82%	-0.13%
1 year	+90.89%	+2.38%
5 years(CAGR)	N/A	+1.13%
10 years(CAGR)	N/A	+2.21%
Max(CAGR)	+51.23%	+2.43%

Winner

BAI

+21.20%

IAGG

-0.05%

Winner

BAI

+36.00%

IAGG

-0.79%

Winner

BAI

+34.82%

IAGG

-0.13%

Winner

BAI

+90.89%

IAGG

+2.38%

5Y(CAGR)

BAI

N/A

IAGG

+1.13%

10Y(CAGR)

BAI

N/A

IAGG

+2.21%

Max(CAGR)

Winner

BAI

+51.23%

IAGG

+2.43%

BAI vs IAGG - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	BAI	IAGG
2026	+38.29%	+0.25%
2025	+23.71%	+3.18%
2024	+8.06%	+4.89%
2023	N/A	+7.70%
2022	N/A	-10.50%
2021	N/A	-1.82%
2020	N/A	+4.29%
2019	N/A	+7.93%
2018	N/A	+3.24%
2017	N/A	+2.38%
2016	N/A	+4.91%
2015	N/A	-0.09%

BAI vs IAGG Drawdown Comparison

The maximum drawdown for BAI was -34.09%, occurring on Apr 8, 2025. Recovery took 119 trading sessions.

The maximum drawdown for IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.

The current BAI drawdown is -3.29%. The current IAGG drawdown is -1.55%.

Rank	BAI	IAGG
#1	-34.09% Jan 23, 2025 - Jul 16, 2025	-13.88% Dec 31, 2020 - Feb 4, 2025
#2	-16.22% Oct 29, 2025 - Apr 8, 2026	-5.93% Mar 9, 2020 - Jul 30, 2020
#3	-7.67% Aug 13, 2025 - Sep 8, 2025	-3.93% Sep 7, 2016 - Oct 31, 2017
#4	-6.28% Jan 6, 2025 - Jan 22, 2025	-3.70% Dec 8, 2017 - Dec 18, 2018
#5	-5.63% Nov 7, 2024 - Nov 21, 2024	-2.32% Feb 27, 2026 - Mar 27, 2026
#6	-5.55% Dec 16, 2024 - Jan 6, 2025	-2.07% Aug 28, 2019 - Jan 29, 2020
#7	-4.82% Oct 9, 2025 - Oct 27, 2025	-1.67% Feb 28, 2025 - Apr 16, 2025
#8	-4.28% Apr 24, 2026 - Apr 30, 2026	-1.04% Dec 2, 2015 - Jan 14, 2016
#9	-4.09% Sep 22, 2025 - Oct 6, 2025	-0.94% Aug 4, 2020 - Sep 29, 2020
#10	-3.84% Dec 6, 2024 - Dec 16, 2024	-0.85% Apr 30, 2025 - May 30, 2025
#11	-3.81% Oct 30, 2024 - Nov 6, 2024	-0.83% Apr 5, 2016 - May 11, 2016
#12	-3.29% May 11, 2026 - May 12, 2026	-0.80% Jun 16, 2016 - Jun 27, 2016
#13	-2.56% Jul 31, 2025 - Aug 6, 2025	-0.75% Jul 3, 2019 - Jul 18, 2019
#14	-2.17% May 6, 2026 - May 8, 2026	-0.73% Feb 5, 2025 - Feb 28, 2025
#15	-1.94% Nov 22, 2024 - Dec 2, 2024	-0.71% Mar 28, 2019 - Apr 30, 2019

Correlation

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

0.76

-101

Dividend Comparison (2015 - 2026)

BAI vs IAGG dividend yield comparison.

Year	BAI	IAGG
2026	0.00%	0.60%
2025	1.80%	3.08%
2024	0.00%	4.28%
2023	0.00%	3.55%
2022	0.00%	2.27%
2021	0.00%	1.16%
2020	0.00%	1.95%
2019	0.00%	2.82%
2018	0.00%	3.02%
2017	0.00%	1.74%
2016	0.00%	1.56%
2015	0.00%	0.13%