IEMG vs AGG

Comparison between ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG, ETF) and iShares Core U.S. Aggregate Bond ETF (AGG, ETF).

5-Year PerformanceIEMG has outperformed AGG, delivering a return of +7.7% compared to +0.2%

IEMG vs AGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IEMG(ETF)	AGG(ETF)
Net Assets	$134B	$139B
Expense Ratio	0.09%	0.03%
Max Drawdown	42.22%	23.37%
Sharpe Ratio	2.28	0.36
5Y Beta	0.78	0.04
5Y Dividends CAGR	4.98%	12.49%

Net Assets

IEMG

$134B

Winner

AGG

$139B

Expense Ratio

IEMG

0.09%

Winner

AGG

0.03%

Max Drawdown

IEMG

42.22%

Winner

AGG

23.37%

Sharpe Ratio

Winner

IEMG

2.28

AGG

0.36

5Y Beta

IEMG

0.78

Winner

AGG

0.04

5Y Dividends CAGR

IEMG

4.98%

Winner

AGG

12.49%

IEMG vs AGG - Historical Returns

Returns include dividend reinvestment.

Period	IEMG	AGG
1 month	+11.96%	+0.08%
3 months	+11.81%	+0.00%
6 months	+25.52%	+0.95%
1 year	+54.94%	+5.64%
5 years(CAGR)	+7.65%	+0.21%
10 years(CAGR)	+10.66%	+1.65%
Max(CAGR)	+6.74%	+3.09%

Winner

IEMG

+11.96%

AGG

+0.08%

Winner

IEMG

+11.81%

AGG

+0.00%

Winner

IEMG

+25.52%

AGG

+0.95%

Winner

IEMG

+54.94%

AGG

+5.64%

5Y(CAGR)

Winner

IEMG

+7.65%

AGG

+0.21%

10Y(CAGR)

Winner

IEMG

+10.66%

AGG

+1.65%

Max(CAGR)

Winner

IEMG

+6.74%

AGG

+3.09%

IEMG vs AGG - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	IEMG	AGG
2026	+20.30%	+0.64%
2025	+32.79%	+7.18%
2024	+7.85%	+1.79%
2023	+10.69%	+5.03%
2022	-20.43%	-12.43%
2021	-1.40%	-1.64%
2020	+15.50%	+7.18%
2019	+17.52%	+8.37%
2018	-16.54%	+0.24%
2017	+35.93%	+3.45%
2016	+13.16%	+2.45%
2015	-13.50%	+0.20%
2014	+0.05%	+5.93%
2013	-4.74%	-1.86%
2012	+8.51%	+3.96%
2011	N/A	+7.81%
2010	N/A	+6.24%
2009	N/A	+3.62%
2008	N/A	+7.39%
2007	N/A	+6.37%
2006	N/A	+3.84%
2005	N/A	+2.26%
2004	N/A	+4.38%
2003	N/A	+0.62%

IEMG vs AGG Drawdown Comparison

The maximum drawdown for IEMG was -38.72%, occurring on Mar 23, 2020. Recovery took 707 trading sessions.

The maximum drawdown for AGG was -18.44%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current AGG drawdown is -1.80%.

Rank	IEMG	AGG
#1	-38.72% Jan 26, 2018 - Nov 16, 2020	-18.44% Aug 4, 2020 - Oct 20, 2022
#2	-37.11% Feb 16, 2021 - Jul 17, 2025	-12.83% Sep 9, 2008 - Dec 15, 2008
#3	-34.44% Sep 5, 2014 - Jul 12, 2017	-9.58% Mar 6, 2020 - May 21, 2020
#4	-17.50% Jan 2, 2013 - Jun 10, 2014	-5.14% May 2, 2013 - May 14, 2014
#5	-13.21% Feb 25, 2026 - Apr 17, 2026	-4.65% Mar 24, 2004 - Sep 14, 2004
#6	-5.38% Jan 21, 2021 - Feb 8, 2021	-4.50% Jul 8, 2016 - Aug 31, 2017
#7	-5.15% Oct 29, 2025 - Jan 2, 2026	-4.28% Jan 5, 2009 - Aug 13, 2009
#8	-4.88% Nov 22, 2017 - Dec 29, 2017	-3.52% Nov 4, 2010 - May 9, 2011
#9	-4.48% Oct 8, 2025 - Oct 20, 2025	-3.52% Sep 7, 2017 - Jan 3, 2019
#10	-4.14% Nov 6, 2012 - Dec 5, 2012	-3.00% Mar 20, 2008 - Sep 8, 2008
#11	-3.74% Jul 28, 2014 - Aug 19, 2014	-2.92% Jan 30, 2015 - Feb 8, 2016
#12	-3.47% Jan 28, 2026 - Feb 11, 2026	-2.54% May 7, 2007 - Aug 17, 2007
#13	-3.43% Jul 23, 2025 - Aug 12, 2025	-2.49% Feb 9, 2005 - May 18, 2005
#14	-3.39% Aug 7, 2017 - Aug 23, 2017	-2.44% Sep 1, 2005 - Jan 18, 2006
#15	-3.38% Sep 19, 2017 - Oct 10, 2017	-2.37% Jan 18, 2006 - Aug 4, 2006

Correlation

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

0.76

-101

Dividend Comparison (2003 - 2026)

IEMG vs AGG dividend yield comparison.

Year	IEMG	AGG
2026	0.00%	1.32%
2025	2.75%	3.89%
2024	3.20%	3.74%
2023	2.89%	3.13%
2022	2.71%	2.39%
2021	3.06%	1.77%
2020	1.87%	2.14%
2019	3.15%	2.70%
2018	2.76%	2.72%
2017	2.35%	2.32%
2016	2.28%	2.39%
2015	2.53%	2.45%
2014	2.30%	2.40%
2013	1.76%	2.32%
2012	0.23%	2.95%
2011	0.00%	3.17%
2010	0.00%	3.73%
2009	0.00%	3.89%
2008	0.00%	4.49%
2007	0.00%	4.86%
2006	0.00%	4.69%
2005	0.00%	4.06%
2004	0.00%	3.45%
2003	0.00%	0.90%