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BND vs AGG

Comparison between VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES (BND, ETF) and ISHARES CORE U.S. AGGREGATE BOND ETF (AGG, ETF).

5-Year PerformanceAGG has outperformed BND, delivering a return of +0.0% compared to +0.0%

BND vs AGG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BND
$390B
AGG
$135B
Expense Ratio
BND
0.03%
AGG
0.03%
Max Drawdown
BND
23.96%
Winner
AGG
23.37%
Sharpe Ratio
BND
0.13
Winner
AGG
0.14
5Y Beta
Winner
BND
0.04
AGG
0.04
5Y Dividends CAGR
BND
8.33%
Winner
AGG
11.58%

BND vs AGG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BND
-0.22%
AGG
-0.27%
3M
Winner
BND
-1.04%
AGG
-1.07%
6M
Winner
BND
+0.11%
AGG
+0.10%
1Y
BND
+4.33%
Winner
AGG
+4.44%
5Y(CAGR)
BND
+0.02%
Winner
AGG
+0.03%
10Y(CAGR)
Winner
BND
+1.56%
AGG
+1.55%
Max(CAGR)
BND
+3.03%
Winner
AGG
+3.05%

BND vs AGG - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearBNDAGG
2026-0.01%-0.05%
2025+7.04%+7.18%
2024+1.81%+1.79%
2023+5.10%+5.03%
2022-12.53%-12.43%
2021-1.73%-1.64%
2020+7.57%+7.18%
2019+8.62%+8.37%
2018+0.17%+0.24%
2017+3.55%+3.45%
2016+2.57%+2.45%
2015+0.22%+0.20%
2014+5.73%+5.93%
2013-1.95%-1.86%
2012+4.16%+3.96%
2011+8.06%+7.81%
2010+6.08%+6.24%
2009+4.02%+3.62%
2008+6.89%+7.39%
2007+6.09%+6.37%
2006N/A+3.84%
2005N/A+2.26%
2004N/A+4.38%
2003N/A+0.62%

BND vs AGG Drawdown Comparison

The maximum drawdown for BND was -18.58%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for AGG was -18.44%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current BND drawdown is -2.68%. The current AGG drawdown is -2.48%.

RankBNDAGG
#1-18.58%
Aug 6, 2020 - Oct 20, 2022
-18.44%
Aug 4, 2020 - Oct 20, 2022
#2-9.31%
Sep 15, 2008 - Dec 15, 2008
-12.83%
Sep 9, 2008 - Dec 15, 2008
#3-8.67%
Mar 6, 2020 - May 21, 2020
-9.58%
Mar 6, 2020 - May 21, 2020
#4-5.18%
May 2, 2013 - May 14, 2014
-5.14%
May 2, 2013 - May 14, 2014
#5-4.75%
Jul 8, 2016 - Sep 5, 2017
-4.65%
Mar 24, 2004 - Sep 14, 2004
#6-3.59%
Nov 4, 2010 - May 9, 2011
-4.50%
Jul 8, 2016 - Aug 31, 2017
#7-3.54%
Sep 7, 2017 - Jan 3, 2019
-4.28%
Jan 5, 2009 - Aug 13, 2009
#8-3.16%
Dec 31, 2008 - Jun 25, 2009
-3.52%
Nov 4, 2010 - May 9, 2011
#9-3.13%
Jan 30, 2015 - Feb 10, 2016
-3.52%
Sep 7, 2017 - Jan 3, 2019
#10-2.81%
Jan 22, 2008 - Sep 4, 2008
-3.00%
Mar 20, 2008 - Sep 8, 2008
#11-2.32%
May 8, 2007 - Aug 3, 2007
-2.92%
Jan 30, 2015 - Feb 8, 2016
#12-2.17%
Sep 4, 2019 - Jan 21, 2020
-2.54%
May 7, 2007 - Aug 17, 2007
#13-1.73%
Nov 27, 2009 - Feb 5, 2010
-2.49%
Feb 9, 2005 - May 18, 2005
#14-1.55%
Dec 3, 2007 - Dec 31, 2007
-2.44%
Sep 1, 2005 - Jan 18, 2006
#15-1.51%
Sep 22, 2011 - Nov 1, 2011
-2.37%
Jan 18, 2006 - Aug 4, 2006

Correlation

Correlation between BND and AGG is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2003 - 2026)

BND vs AGG dividend yield comparison.

YearBNDAGG
20261.66%1.67%
20253.86%3.89%
20243.67%3.74%
20233.09%3.13%
20222.60%2.39%
20212.12%1.77%
20202.38%2.14%
20192.72%2.70%
20182.81%2.72%
20172.54%2.32%
20162.51%2.39%
20152.57%2.45%
20142.79%2.40%
20132.78%2.32%
20123.19%2.95%
20113.57%3.17%
20103.92%3.73%
20094.02%3.89%
20084.46%4.49%
20073.04%4.86%
20060.00%4.69%
20050.00%4.06%
20040.00%3.45%
20030.00%0.90%

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