CMF vs AGG
Comparison between ISHARES CALIFORNIA MUNI BOND ETF (CMF, ETF) and ISHARES CORE U.S. AGGREGATE BOND ETF (AGG, ETF).
5-Year PerformanceCMF has outperformed AGG, delivering a return of +0.7% compared to +0.0%
CMF vs AGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CMF
$4.30B
Winner
AGG
$135B
Expense Ratio
CMF
0.08%
Winner
AGG
0.03%
Max Drawdown
Winner
CMF
22.81%
AGG
23.37%
Sharpe Ratio
Winner
CMF
0.98
AGG
0.14
5Y Beta
Winner
CMF
0.03
AGG
0.04
5Y Dividends CAGR
CMF
9.81%
Winner
AGG
11.58%
CMF vs AGG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CMF
+0.52%
AGG
-0.27%
3M
Winner
CMF
-0.14%
AGG
-1.07%
6M
Winner
CMF
+1.29%
AGG
+0.10%
1Y
Winner
CMF
+6.66%
AGG
+4.44%
5Y(CAGR)
Winner
CMF
+0.65%
AGG
+0.03%
10Y(CAGR)
Winner
CMF
+1.74%
AGG
+1.55%
Max(CAGR)
Winner
CMF
+3.29%
AGG
+3.05%
CMF vs AGG - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | CMF | AGG |
|---|---|---|
| 2026 | +0.84% | -0.05% |
| 2025 | +3.22% | +7.18% |
| 2024 | +1.78% | +1.79% |
| 2023 | +5.24% | +5.03% |
| 2022 | -8.18% | -12.43% |
| 2021 | +0.77% | -1.64% |
| 2020 | +4.50% | +7.18% |
| 2019 | +7.01% | +8.37% |
| 2018 | +0.92% | +0.24% |
| 2017 | +4.69% | +3.45% |
| 2016 | -0.37% | +2.45% |
| 2015 | +3.00% | +0.20% |
| 2014 | +10.66% | +5.93% |
| 2013 | -3.23% | -1.86% |
| 2012 | +7.34% | +3.96% |
| 2011 | +15.75% | +7.81% |
| 2010 | -2.55% | +6.24% |
| 2009 | +8.14% | +3.62% |
| 2008 | +0.64% | +7.39% |
| 2007 | +1.37% | +6.37% |
| 2006 | N/A | +3.84% |
| 2005 | N/A | +2.26% |
| 2004 | N/A | +4.38% |
| 2003 | N/A | +0.62% |
CMF vs AGG Drawdown Comparison
The maximum drawdown for CMF was -16.45%, occurring on Jun 10, 2015. Recovery took 1295 trading sessions.
The maximum drawdown for AGG was -18.44%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current CMF drawdown is -0.97%. The current AGG drawdown is -2.48%.
| Rank | CMF | AGG |
|---|---|---|
| #1 | -16.45% Dec 26, 2014 - Feb 20, 2020 | -18.44% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -14.57% Mar 9, 2020 - Jul 16, 2020 | -12.83% Sep 9, 2008 - Dec 15, 2008 |
| #3 | -13.25% May 21, 2008 - Jan 7, 2009 | -9.58% Mar 6, 2020 - May 21, 2020 |
| #4 | -12.46% Aug 3, 2021 - Sep 18, 2025 | -5.14% May 2, 2013 - May 14, 2014 |
| #5 | -11.65% Sep 1, 2010 - Aug 2, 2011 | -4.65% Mar 24, 2004 - Sep 14, 2004 |
| #6 | -10.57% Nov 30, 2012 - Apr 10, 2014 | -4.50% Jul 8, 2016 - Aug 31, 2017 |
| #7 | -5.15% Jan 22, 2008 - May 21, 2008 | -4.28% Jan 5, 2009 - Aug 13, 2009 |
| #8 | -4.75% Apr 27, 2009 - Aug 17, 2009 | -3.52% Nov 4, 2010 - May 9, 2011 |
| #9 | -4.19% Sep 24, 2009 - Apr 27, 2010 | -3.52% Sep 7, 2017 - Jan 3, 2019 |
| #10 | -3.80% Apr 18, 2012 - Sep 28, 2012 | -3.00% Mar 20, 2008 - Sep 8, 2008 |
| #11 | -3.05% Jan 14, 2009 - Feb 9, 2009 | -2.92% Jan 30, 2015 - Feb 8, 2016 |
| #12 | -2.91% Feb 27, 2026 - Mar 24, 2026 | -2.54% May 7, 2007 - Aug 17, 2007 |
| #13 | -2.89% Sep 22, 2011 - Dec 8, 2011 | -2.49% Feb 9, 2005 - May 18, 2005 |
| #14 | -2.72% Feb 11, 2009 - Mar 24, 2009 | -2.44% Sep 1, 2005 - Jan 18, 2006 |
| #15 | -2.18% Feb 12, 2021 - Jun 11, 2021 | -2.37% Jan 18, 2006 - Aug 4, 2006 |
Correlation
Correlation between CMF and AGG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2003 - 2026)
CMF vs AGG dividend yield comparison.
| Year | CMF | AGG |
|---|---|---|
| 2026 | 1.22% | 1.67% |
| 2025 | 2.94% | 3.89% |
| 2024 | 2.78% | 3.74% |
| 2023 | 2.29% | 3.13% |
| 2022 | 1.91% | 2.39% |
| 2021 | 1.58% | 1.77% |
| 2020 | 1.80% | 2.14% |
| 2019 | 2.03% | 2.70% |
| 2018 | 2.17% | 2.72% |
| 2017 | 2.09% | 2.32% |
| 2016 | 2.21% | 2.39% |
| 2015 | 2.55% | 2.45% |
| 2014 | 2.80% | 2.40% |
| 2013 | 3.12% | 2.32% |
| 2012 | 3.08% | 2.95% |
| 2011 | 3.66% | 3.17% |
| 2010 | 4.19% | 3.73% |
| 2009 | 3.77% | 3.89% |
| 2008 | 3.52% | 4.49% |
| 2007 | 0.82% | 4.86% |
| 2006 | 0.00% | 4.69% |
| 2005 | 0.00% | 4.06% |
| 2004 | 0.00% | 3.45% |
| 2003 | 0.00% | 0.90% |
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