IVSI vs AGRH
Comparison between APPLIED FINANCE IVS INTERNATIONAL LARGE ETF (IVSI, ETF) and ISHARES INTEREST RATE HEDGED U.S. AGGREGATE BOND ETF (AGRH, ETF).
IVSI vs AGRH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVSI
$7.90M
AGRH
$7.90M
Expense Ratio
IVSI
0.65%
Winner
AGRH
0.13%
Max Drawdown
IVSI
11.73%
Winner
AGRH
2.38%
Sharpe Ratio
IVSI
1.08
Winner
AGRH
1.20
5Y Beta
IVSI
0.97
Winner
AGRH
0.03
IVSI vs AGRH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVSI
+0.97%
AGRH
+0.03%
3M
Winner
IVSI
+5.16%
AGRH
+1.03%
6M
Winner
IVSI
+9.75%
AGRH
+1.50%
1Y
IVSI
N/A
AGRH
+5.64%
5Y(CAGR)
IVSI
N/A
AGRH
+5.43%
Max(CAGR)
Winner
IVSI
+22.75%
AGRH
+5.43%
IVSI vs AGRH - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IVSI | AGRH |
|---|---|---|
| 2026 | +11.90% | +2.00% |
| 2025 | +0.53% | +6.05% |
| 2024 | N/A | +6.13% |
| 2023 | N/A | +6.42% |
| 2022 | N/A | +1.75% |
IVSI vs AGRH Drawdown Comparison
The maximum drawdown for IVSI was -11.73%, occurring on Mar 20, 2026. Recovery took 74 trading sessions.
The maximum drawdown for AGRH was -1.73%, occurring on Apr 9, 2025. Recovery took 63 trading sessions.
The current IVSI drawdown is -1.01%. The current AGRH drawdown is -0.21%.
| Rank | IVSI | AGRH |
|---|---|---|
| #1 | -11.73% Feb 25, 2026 - Jun 11, 2026 | -1.73% Feb 14, 2025 - May 16, 2025 |
| #2 | -2.06% Jun 16, 2026 - Jun 30, 2026 | -1.50% Aug 12, 2022 - Nov 18, 2022 |
| #3 | -1.99% Jul 6, 2026 - Jul 20, 2026 | -0.98% Mar 3, 2023 - Apr 13, 2023 |
| #4 | -1.66% Jan 16, 2026 - Jan 23, 2026 | -0.67% Jan 26, 2026 - Apr 8, 2026 |
| #5 | -1.51% Dec 11, 2025 - Dec 23, 2025 | -0.66% Sep 21, 2023 - Nov 3, 2023 |
| #6 | -1.33% Jan 27, 2026 - Feb 4, 2026 | -0.44% Jul 27, 2023 - Aug 22, 2023 |
| #7 | -1.01% Feb 4, 2026 - Feb 6, 2026 | -0.42% Apr 9, 2024 - Apr 25, 2024 |
| #8 | -0.85% Jun 30, 2026 - Jul 2, 2026 | -0.39% May 19, 2025 - Jun 2, 2025 |
| #9 | -0.57% Dec 30, 2025 - Jan 2, 2026 | -0.37% Jun 12, 2024 - Jul 5, 2024 |
| #10 | -0.53% Feb 11, 2026 - Feb 20, 2026 | -0.36% Aug 25, 2025 - Sep 5, 2025 |
| #11 | -0.49% Jan 12, 2026 - Jan 14, 2026 | -0.34% Feb 14, 2023 - Mar 3, 2023 |
| #12 | -0.45% Jan 6, 2026 - Jan 9, 2026 | -0.31% Nov 3, 2023 - Nov 7, 2023 |
| #13 | -0.22% Feb 20, 2026 - Feb 24, 2026 | -0.30% Dec 14, 2022 - Jan 9, 2023 |
| #14 | -0.19% Dec 26, 2025 - Dec 30, 2025 | -0.30% Aug 1, 2024 - Aug 14, 2024 |
| #15 | N/A | -0.30% May 5, 2023 - May 23, 2023 |
Correlation
Correlation between IVSI and AGRH is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2022 - 2026)
IVSI vs AGRH dividend yield comparison.
| Year | IVSI | AGRH |
|---|---|---|
| 2026 | 0.00% | 1.81% |
| 2025 | 0.04% | 4.63% |
| 2024 | 0.00% | 5.17% |
| 2023 | 0.00% | 4.69% |
| 2022 | 0.00% | 1.24% |
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