IAGG vs HDV

Comparison between ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF) and ISHARES CORE HIGH DIVIDEND ETF (HDV, ETF).

5-Year PerformanceHDV has outperformed IAGG, delivering a return of +10.8% compared to +1.2%

IAGG vs HDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IAGG(ETF)	HDV(ETF)
Net Assets	$14B	$13B
Expense Ratio	0.07%	0.08%
Max Drawdown	15.86%	37.04%
Sharpe Ratio	-0.30	1.49
5Y Beta	0.03	0.31
P/E Ratio	N/A	21.58
Forward P/E	N/A	16.49
5Y Dividends CAGR	15.92%	2.36%
5Y EPS CAGR	N/A	8.49%
Debt to Equity	N/A	39.33%

Net Assets

Winner

IAGG

$14B

HDV

$13B

Expense Ratio

Winner

IAGG

0.07%

HDV

0.08%

Max Drawdown

Winner

IAGG

15.86%

HDV

37.04%

Sharpe Ratio

IAGG

-0.30

Winner

HDV

1.49

5Y Beta

Winner

IAGG

0.03

HDV

0.31

P/E Ratio

IAGG

N/A

HDV

21.58

Forward P/E

IAGG

N/A

HDV

16.49

5Y Dividends CAGR

Winner

IAGG

15.92%

HDV

2.36%

5Y EPS CAGR

IAGG

N/A

HDV

8.49%

Debt to Equity

IAGG

N/A

HDV

39.33%

IAGG vs HDV - Historical Returns

Returns include dividend reinvestment.

Period	IAGG	HDV
1 month	+0.82%	-2.64%
3 months	+1.39%	+2.33%
6 months	+1.62%	+12.67%
1 year	+2.48%	+19.49%
5 years(CAGR)	+1.24%	+10.83%
10 years(CAGR)	+2.21%	+9.17%
Max(CAGR)	+2.52%	+10.46%

Winner

IAGG

+0.82%

HDV

-2.64%

IAGG

+1.39%

Winner

HDV

+2.33%

IAGG

+1.62%

Winner

HDV

+12.67%

IAGG

+2.48%

Winner

HDV

+19.49%

5Y(CAGR)

IAGG

+1.24%

Winner

HDV

+10.83%

10Y(CAGR)

IAGG

+2.21%

Winner

HDV

+9.17%

Max(CAGR)

IAGG

+2.52%

Winner

HDV

+10.46%

IAGG vs HDV - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	IAGG	HDV
2026	+1.40%	+11.97%
2025	+3.18%	+11.89%
2024	+4.89%	+12.43%
2023	+7.70%	+2.36%
2022	-10.50%	+6.85%
2021	-1.82%	+20.28%
2020	+4.29%	-6.68%
2019	+7.93%	+20.39%
2018	+3.24%	-3.16%
2017	+2.38%	+12.68%
2016	+4.91%	+16.96%
2015	-0.09%	-0.39%
2014	N/A	+13.75%
2013	N/A	+20.59%
2012	N/A	+9.73%
2011	N/A	+11.41%

IAGG vs HDV Drawdown Comparison

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

The maximum drawdown for HDV was -37.04%, occurring on Mar 23, 2020. Recovery took 302 trading sessions.

The current IAGG drawdown is -0.43%. The current HDV drawdown is -2.64%.

Rank	IAGG	HDV
#1	-13.88% Dec 31, 2020 - Feb 4, 2025	-37.04% Dec 23, 2019 - Mar 8, 2021
#2	-5.93% Mar 9, 2020 - Jul 30, 2020	-15.39% Apr 20, 2022 - Nov 30, 2022
#3	-3.93% Sep 7, 2016 - Oct 31, 2017	-12.86% Dec 3, 2018 - Feb 22, 2019
#4	-3.70% Dec 8, 2017 - Dec 18, 2018	-12.51% Apr 23, 2015 - Mar 2, 2016
#5	-2.32% Feb 27, 2026 - Mar 27, 2026	-12.02% May 19, 2011 - Oct 27, 2011
#6	-2.07% Aug 28, 2019 - Jan 29, 2020	-11.86% Jan 26, 2018 - Sep 21, 2018
#7	-1.67% Feb 28, 2025 - Apr 16, 2025	-10.49% Mar 31, 2025 - Jul 10, 2025
#8	-1.04% Dec 2, 2015 - Jan 14, 2016	-9.78% Nov 30, 2022 - Jan 2, 2024
#9	-0.94% Aug 4, 2020 - Sep 29, 2020	-7.72% Nov 29, 2024 - Feb 24, 2025
#10	-0.85% Apr 30, 2025 - May 30, 2025	-7.27% Oct 18, 2012 - Jan 25, 2013
#11	-0.83% Apr 5, 2016 - May 11, 2016	-6.41% Jul 22, 2016 - Dec 13, 2016
#12	-0.80% Jun 16, 2016 - Jun 27, 2016	-6.17% Apr 30, 2019 - Jun 20, 2019
#13	-0.75% Jul 3, 2019 - Jul 18, 2019	-6.04% Nov 15, 2013 - Mar 17, 2014
#14	-0.73% Feb 5, 2025 - Feb 28, 2025	-5.71% Sep 19, 2014 - Oct 31, 2014
#15	-0.71% Mar 28, 2019 - Apr 30, 2019	-5.54% Nov 11, 2011 - Nov 30, 2011

Correlation

Correlation between IAGG and HDV is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (2011 - 2026)

IAGG vs HDV dividend yield comparison.

Year	IAGG	HDV
2026	0.59%	1.31%
2025	3.08%	3.22%
2024	4.28%	3.67%
2023	3.55%	3.82%
2022	2.27%	3.56%
2021	1.16%	3.47%
2020	1.95%	4.07%
2019	2.82%	3.27%
2018	3.02%	3.67%
2017	1.74%	3.27%
2016	1.56%	3.28%
2015	0.13%	3.92%
2014	0.00%	3.20%
2013	0.00%	3.18%
2012	0.00%	3.56%
2011	0.00%	1.65%