ISTB vs EAGG

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

5-Year PerformanceISTB has outperformed EAGG, delivering a return of +1.8% compared to -0.1%

ISTB vs EAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ISTB(ETF)	EAGG(ETF)
Net Assets	$4.70B	$4.70B
Expense Ratio	0.06%	0.10%
Max Drawdown	11.76%	22.96%
Sharpe Ratio	0.06	0.14
5Y Beta	0.01	0.04
5Y Dividends CAGR	15.52%	18.22%

Net Assets

ISTB

$4.70B

EAGG

$4.70B

Expense Ratio

Winner

ISTB

0.06%

EAGG

0.10%

Max Drawdown

Winner

ISTB

11.76%

EAGG

22.96%

Sharpe Ratio

ISTB

0.06

Winner

EAGG

0.14

5Y Beta

Winner

ISTB

0.01

EAGG

0.04

5Y Dividends CAGR

ISTB

15.52%

Winner

EAGG

18.22%

ISTB vs EAGG - Historical Returns

Returns include dividend reinvestment.

Period	ISTB	EAGG
1 month	-0.10%	-0.22%
3 months	-0.22%	-1.03%
6 months	+0.69%	+0.11%
1 year	+3.93%	+4.40%
5 years(CAGR)	+1.81%	-0.05%
10 years(CAGR)	+2.26%	N/A
Max(CAGR)	+2.00%	+2.02%

Winner

ISTB

-0.10%

EAGG

-0.22%

Winner

ISTB

-0.22%

EAGG

-1.03%

Winner

ISTB

+0.69%

EAGG

+0.11%

ISTB

+3.93%

Winner

EAGG

+4.40%

5Y(CAGR)

Winner

ISTB

+1.81%

EAGG

-0.05%

10Y(CAGR)

ISTB

+2.26%

EAGG

N/A

Max(CAGR)

ISTB

+2.00%

Winner

EAGG

+2.02%

ISTB vs EAGG - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	ISTB	EAGG
2026	+0.28%	-0.02%
2025	+6.36%	+7.09%
2024	+4.64%	+1.63%
2023	+5.44%	+4.92%
2022	-5.89%	-12.52%
2021	-0.74%	-1.26%
2020	+4.69%	+7.20%
2019	+5.50%	+8.51%
2018	+1.12%	+2.35%
2017	+1.76%	N/A
2016	+2.69%	N/A
2015	+0.57%	N/A
2014	+1.20%	N/A
2013	+0.62%	N/A
2012	-0.02%	N/A

ISTB vs EAGG Drawdown Comparison

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

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

The current ISTB drawdown is -0.60%. The current EAGG drawdown is -3.11%.

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

Correlation

Correlation between ISTB and EAGG is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2012 - 2026)

ISTB vs EAGG dividend yield comparison.

Year	ISTB	EAGG
2026	1.78%	1.67%
2025	4.12%	3.91%
2024	3.83%	3.93%
2023	2.97%	3.24%
2022	2.01%	2.07%
2021	1.69%	1.09%
2020	2.20%	1.82%
2019	2.75%	3.17%
2018	2.57%	0.61%
2017	2.06%	0.00%
2016	1.90%	0.00%
2015	1.58%	0.00%
2014	1.07%	0.00%
2013	0.60%	0.00%
2012	0.09%	0.00%