EAGG vs ISTB

Comparison between ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF) and ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB, ETF).

5-Year PerformanceISTB has outperformed EAGG, delivering a return of +1.9% compared to -0.2%

EAGG vs ISTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EAGG(ETF)	ISTB(ETF)
Net Assets	$4.90B	$5B
Expense Ratio	0.10%	0.06%
Max Drawdown	22.96%	11.76%
Sharpe Ratio	0.10	-0.06
5Y Beta	0.04	0.01
5Y Dividends CAGR	19.54%	16.20%

Net Assets

EAGG

$4.90B

Winner

ISTB

$5B

Expense Ratio

EAGG

0.10%

Winner

ISTB

0.06%

Max Drawdown

EAGG

22.96%

Winner

ISTB

11.76%

Sharpe Ratio

Winner

EAGG

0.10

ISTB

-0.06

5Y Beta

EAGG

0.04

Winner

ISTB

0.01

5Y Dividends CAGR

Winner

EAGG

19.54%

ISTB

16.20%

EAGG vs ISTB - Historical Returns

Returns include dividend reinvestment.

Period	EAGG	ISTB
1 month	-0.47%	+0.07%
3 months	-0.37%	+0.24%
6 months	+0.04%	+0.80%
1 year	+4.20%	+3.70%
5 years(CAGR)	-0.24%	+1.91%
10 years(CAGR)	N/A	+2.24%
Max(CAGR)	+2.03%	+2.02%

EAGG

-0.47%

Winner

ISTB

+0.07%

EAGG

-0.37%

Winner

ISTB

+0.24%

EAGG

+0.04%

Winner

ISTB

+0.80%

Winner

EAGG

+4.20%

ISTB

+3.70%

5Y(CAGR)

EAGG

-0.24%

Winner

ISTB

+1.91%

10Y(CAGR)

EAGG

N/A

ISTB

+2.24%

Max(CAGR)

Winner

EAGG

+2.03%

ISTB

+2.02%

EAGG vs ISTB - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	EAGG	ISTB
2026	+0.25%	+0.76%
2025	+7.09%	+6.36%
2024	+1.63%	+4.64%
2023	+4.92%	+5.44%
2022	-12.52%	-5.89%
2021	-1.26%	-0.74%
2020	+7.20%	+4.69%
2019	+8.51%	+5.50%
2018	+2.35%	+1.12%
2017	N/A	+1.76%
2016	N/A	+2.69%
2015	N/A	+0.57%
2014	N/A	+1.20%
2013	N/A	+0.62%
2012	N/A	-0.02%

EAGG vs ISTB Drawdown Comparison

The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for ISTB was -9.34%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.

The current EAGG drawdown is -2.85%. The current ISTB drawdown is -0.13%.

Rank	EAGG	ISTB
#1	-18.75% Aug 4, 2020 - Oct 20, 2022	-9.34% Aug 3, 2021 - Jul 11, 2024
#2	-6.98% Mar 9, 2020 - Apr 23, 2020	-6.06% Mar 6, 2020 - May 15, 2020
#3	-2.12% Sep 4, 2019 - Jan 21, 2020	-2.26% May 8, 2013 - Aug 13, 2014
#4	-0.95% Apr 23, 2020 - May 20, 2020	-1.63% Sep 7, 2017 - Dec 14, 2018
#5	-0.80% Jul 3, 2019 - Aug 1, 2019	-1.45% Oct 21, 2016 - Apr 3, 2017
#6	-0.71% Mar 27, 2019 - May 7, 2019	-1.36% Sep 24, 2024 - Feb 5, 2025
#7	-0.61% Jan 3, 2019 - Jan 30, 2019	-1.26% Feb 27, 2026 - Mar 26, 2026
#8	-0.59% Feb 26, 2019 - Mar 7, 2019	-1.19% Oct 14, 2015 - Mar 11, 2016
#9	-0.55% Jan 31, 2020 - Feb 18, 2020	-1.03% Apr 3, 2025 - Apr 25, 2025
#10	-0.53% Jun 2, 2020 - Jun 10, 2020	-0.97% Apr 16, 2015 - Oct 14, 2015
#11	-0.48% Oct 29, 2018 - Nov 19, 2018	-0.80% Oct 21, 2014 - Jan 14, 2015
#12	-0.44% Aug 15, 2019 - Aug 23, 2019	-0.77% Sep 4, 2019 - Oct 3, 2019
#13	-0.41% Jan 31, 2019 - Feb 8, 2019	-0.74% Feb 10, 2021 - Jun 7, 2021
#14	-0.29% Feb 8, 2019 - Feb 19, 2019	-0.73% Apr 30, 2025 - Jun 4, 2025
#15	-0.29% May 15, 2019 - May 23, 2019	-0.68% May 13, 2016 - Jun 8, 2016

Correlation

Correlation between EAGG and ISTB is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2012 - 2026)

EAGG vs ISTB dividend yield comparison.

Year	EAGG	ISTB
2026	2.01%	2.14%
2025	3.91%	4.12%
2024	3.93%	3.83%
2023	3.24%	2.97%
2022	2.07%	2.01%
2021	1.09%	1.69%
2020	1.82%	2.20%
2019	3.17%	2.75%
2018	0.61%	2.57%
2017	0.00%	2.06%
2016	0.00%	1.90%
2015	0.00%	1.58%
2014	0.00%	1.07%
2013	0.00%	0.60%
2012	0.00%	0.09%