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IAGG vs VPU

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

5-Year PerformanceVPU has outperformed IAGG, delivering a return of +9.6% compared to +0.9%

IAGG vs VPU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IAGG
$11B
Winner
VPU
$11B
Expense Ratio
Winner
IAGG
0.07%
VPU
0.09%
Max Drawdown
Winner
IAGG
15.86%
VPU
48.41%
Sharpe Ratio
IAGG
-0.41
Winner
VPU
0.71
5Y Beta
Winner
IAGG
0.03
VPU
0.32
P/E Ratio
IAGG
N/A
VPU
20.41
Forward P/E
IAGG
N/A
VPU
18.89
5Y Dividends CAGR
Winner
IAGG
36.14%
VPU
8.83%
5Y EPS CAGR
IAGG
N/A
VPU
12.89%
Debt to Equity
IAGG
N/A
VPU
127.72%
P/S Ratio
IAGG
N/A
VPU
2.91
P/B Ratio
IAGG
N/A
VPU
2.32

IAGG vs VPU - Historical Returns

Returns include dividend reinvestment.

1M
IAGG
-0.31%
Winner
VPU
+1.38%
3M
Winner
IAGG
+0.67%
VPU
-1.36%
6M
IAGG
+0.74%
Winner
VPU
+5.47%
1Y
IAGG
+2.38%
Winner
VPU
+13.87%
5Y(CAGR)
IAGG
+0.95%
Winner
VPU
+9.59%
10Y(CAGR)
IAGG
+2.03%
Winner
VPU
+8.99%
Max(CAGR)
IAGG
+2.47%
Winner
VPU
+9.83%

IAGG vs VPU - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearIAGGVPU
2026+1.11%+6.34%
2025+3.18%+15.69%
2024+4.89%+21.44%
2023+7.70%-7.47%
2022-10.50%+1.95%
2021-1.82%+20.23%
2020+4.29%+0.48%
2019+7.93%+27.23%
2018+3.24%+5.28%
2017+2.38%+12.90%
2016+4.91%+18.00%
2015-0.09%-5.35%
2014N/A+28.95%
2013N/A+12.65%
2012N/A+3.49%
2011N/A+18.22%
2010N/A+6.57%
2009N/A+9.14%
2008N/A-27.21%
2007N/A+16.61%
2006N/A+19.41%
2005N/A+16.00%
2004N/A+20.60%

IAGG vs VPU Drawdown Comparison

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

The maximum drawdown for VPU was -46.30%, occurring on Mar 9, 2009. Recovery took 1131 trading sessions.

The current IAGG drawdown is -0.72%. The current VPU drawdown is -3.30%.

RankIAGGVPU
#1-13.88%
Dec 31, 2020 - Feb 4, 2025
-46.30%
Dec 10, 2007 - Jun 6, 2012
#2-5.93%
Mar 9, 2020 - Jul 30, 2020
-36.43%
Feb 18, 2020 - Aug 13, 2021
#3-3.93%
Sep 7, 2016 - Oct 31, 2017
-25.15%
Sep 12, 2022 - Aug 1, 2024
#4-3.70%
Dec 8, 2017 - Dec 18, 2018
-16.15%
Jan 29, 2015 - Mar 8, 2016
#5-2.32%
Feb 27, 2026 - Mar 27, 2026
-15.28%
Apr 8, 2022 - Aug 12, 2022
#6-2.07%
Aug 28, 2019 - Jan 29, 2020
-15.14%
Nov 14, 2017 - Sep 6, 2018
#7-1.67%
Feb 28, 2025 - Apr 16, 2025
-12.17%
May 21, 2007 - Dec 3, 2007
#8-1.04%
Dec 2, 2015 - Jan 14, 2016
-11.88%
Oct 3, 2005 - Jul 19, 2006
#9-0.94%
Aug 4, 2020 - Sep 29, 2020
-11.58%
Jul 6, 2016 - Feb 28, 2017
#10-0.85%
Apr 30, 2025 - May 30, 2025
-11.02%
Apr 30, 2013 - Feb 13, 2014
#11-0.83%
Apr 5, 2016 - May 11, 2016
-10.23%
Nov 29, 2024 - May 16, 2025
#12-0.80%
Jun 16, 2016 - Jun 27, 2016
-9.44%
Dec 31, 2021 - Mar 24, 2022
#13-0.75%
Jul 3, 2019 - Jul 18, 2019
-9.39%
Jul 30, 2012 - Feb 11, 2013
#14-0.73%
Feb 5, 2025 - Feb 28, 2025
-9.27%
Jun 30, 2014 - Oct 23, 2014
#15-0.71%
Mar 28, 2019 - Apr 30, 2019
-9.21%
Apr 1, 2004 - Jul 19, 2004

Correlation

Correlation between IAGG and VPU is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2004 - 2026)

IAGG vs VPU dividend yield comparison.

YearIAGGVPU
20261.43%1.31%
20253.08%2.73%
20244.28%3.02%
20233.55%3.49%
20222.27%2.98%
20211.16%2.70%
20201.95%3.17%
20192.82%2.83%
20183.02%3.23%
20171.74%3.18%
20161.56%3.19%
20150.13%3.63%
20140.00%3.02%
20130.00%3.76%
20120.00%3.98%
20110.00%3.46%
20100.00%3.79%
20090.00%3.79%
20080.00%3.87%
20070.00%2.50%
20060.00%2.85%
20050.00%2.92%
20040.00%2.64%

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