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IAGG vs VFH

Comparison between ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF) and VANGUARD FINANCIALS INDEX FUND ETF SHARES (VFH, ETF).

5-Year PerformanceVFH has outperformed IAGG, delivering a return of +10.3% compared to +1.2%

IAGG vs VFH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IAGG
$14B
VFH
$14B
Expense Ratio
Winner
IAGG
0.07%
VFH
0.09%
Max Drawdown
Winner
IAGG
15.86%
VFH
79.90%
Sharpe Ratio
IAGG
-0.30
Winner
VFH
0.45
5Y Beta
Winner
IAGG
0.03
VFH
0.84
P/E Ratio
IAGG
N/A
VFH
15.69
Forward P/E
IAGG
N/A
VFH
14.26
5Y Dividends CAGR
Winner
IAGG
15.92%
VFH
14.57%
5Y EPS CAGR
IAGG
N/A
VFH
11.20%
Debt to Equity
IAGG
N/A
VFH
71.29%

IAGG vs VFH - Historical Returns

Returns include dividend reinvestment.

1M
IAGG
+0.82%
Winner
VFH
+3.75%
3M
IAGG
+1.39%
Winner
VFH
+9.76%
6M
Winner
IAGG
+1.62%
VFH
-1.93%
1Y
IAGG
+2.48%
Winner
VFH
+8.50%
5Y(CAGR)
IAGG
+1.24%
Winner
VFH
+10.35%
10Y(CAGR)
IAGG
+2.21%
Winner
VFH
+13.11%
Max(CAGR)
IAGG
+2.52%
Winner
VFH
+6.66%

IAGG vs VFH - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearIAGGVFH
2026+1.40%-1.04%
2025+3.18%+15.14%
2024+4.89%+30.38%
2023+7.70%+13.79%
2022-10.50%-13.30%
2021-1.82%+37.15%
2020+4.29%-2.83%
2019+7.93%+30.58%
2018+3.24%-13.45%
2017+2.38%+19.08%
2016+4.91%+27.20%
2015-0.09%-0.60%
2014N/A+14.63%
2013N/A+29.33%
2012N/A+23.46%
2011N/A-16.14%
2010N/A+12.75%
2009N/A+13.97%
2008N/A-47.75%
2007N/A-17.62%
2006N/A+17.71%
2005N/A+6.85%
2004N/A+10.21%

IAGG vs VFH Drawdown Comparison

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

The maximum drawdown for VFH was -78.61%, occurring on Mar 6, 2009. Recovery took 2380 trading sessions.

The current IAGG drawdown is -0.43%. The current VFH drawdown is -3.71%.

RankIAGGVFH
#1-13.88%
Dec 31, 2020 - Feb 4, 2025
-78.61%
Jun 4, 2007 - Nov 11, 2016
#2-5.93%
Mar 9, 2020 - Jul 30, 2020
-44.44%
Feb 14, 2020 - Jan 7, 2021
#3-3.93%
Sep 7, 2016 - Oct 31, 2017
-25.67%
Jan 12, 2022 - Feb 22, 2024
#4-3.70%
Dec 8, 2017 - Dec 18, 2018
-24.30%
Jan 26, 2018 - Nov 1, 2019
#5-2.32%
Feb 27, 2026 - Mar 27, 2026
-17.30%
Feb 18, 2025 - Jun 30, 2025
#6-2.07%
Aug 28, 2019 - Jan 29, 2020
-14.75%
Jan 6, 2026 - Mar 27, 2026
#7-1.67%
Feb 28, 2025 - Apr 16, 2025
-10.78%
Mar 5, 2004 - Nov 4, 2004
#8-1.04%
Dec 2, 2015 - Jan 14, 2016
-9.41%
Dec 30, 2004 - Jul 11, 2005
#9-0.94%
Aug 4, 2020 - Sep 29, 2020
-8.64%
Mar 1, 2017 - Jul 25, 2017
#10-0.85%
Apr 30, 2025 - May 30, 2025
-8.33%
Feb 20, 2007 - Jun 1, 2007
#11-0.83%
Apr 5, 2016 - May 11, 2016
-8.27%
Jun 4, 2021 - Aug 10, 2021
#12-0.80%
Jun 16, 2016 - Jun 27, 2016
-7.98%
Nov 29, 2024 - Jan 27, 2025
#13-0.75%
Jul 3, 2019 - Jul 18, 2019
-7.84%
Jan 14, 2021 - Feb 9, 2021
#14-0.73%
Feb 5, 2025 - Feb 28, 2025
-7.67%
Nov 3, 2021 - Jan 7, 2022
#15-0.71%
Mar 28, 2019 - Apr 30, 2019
-7.40%
May 5, 2006 - Sep 12, 2006

Correlation

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

0.76
-101

Dividend Comparison (2004 - 2026)

IAGG vs VFH dividend yield comparison.

YearIAGGVFH
20260.59%0.29%
20253.08%1.55%
20244.28%1.75%
20233.55%2.08%
20222.27%2.31%
20211.16%1.87%
20201.95%2.21%
20192.82%2.17%
20183.02%2.30%
20171.74%1.53%
20161.56%1.63%
20150.13%2.00%
20140.00%1.85%
20130.00%1.82%
20120.00%2.13%
20110.00%2.02%
20100.00%1.32%
20090.00%1.72%
20080.00%5.14%
20070.00%2.83%
20060.00%1.96%
20050.00%1.81%
20040.00%2.13%

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