IWF vs AGG
Comparison between ISHARES RUSSELL 1000 GROWTH ETF (IWF, ETF) and ISHARES CORE U.S. AGGREGATE BOND ETF (AGG, ETF).
5-Year PerformanceIWF has outperformed AGG, delivering a return of +14.5% compared to +0.0%
IWF vs AGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IWF vs AGG - Historical Returns
Returns include dividend reinvestment.
IWF vs AGG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWF | AGG |
|---|---|---|
| 2026 | +4.12% | -0.05% |
| 2025 | +18.60% | +7.18% |
| 2024 | +35.13% | +1.79% |
| 2023 | +43.68% | +5.03% |
| 2022 | -29.81% | -12.43% |
| 2021 | +29.26% | -1.64% |
| 2020 | +36.37% | +7.18% |
| 2019 | +35.96% | +8.37% |
| 2018 | -2.59% | +0.24% |
| 2017 | +28.98% | +3.45% |
| 2016 | +8.87% | +2.45% |
| 2015 | +5.60% | +0.20% |
| 2014 | +13.77% | +5.93% |
| 2013 | +29.76% | -1.86% |
| 2012 | +13.57% | +3.96% |
| 2011 | +1.37% | +7.81% |
| 2010 | +15.02% | +6.24% |
| 2009 | +32.66% | +3.62% |
| 2008 | -37.54% | +7.39% |
| 2007 | +11.18% | +6.37% |
| 2006 | +7.07% | +3.84% |
| 2005 | +5.74% | +2.26% |
| 2004 | +6.73% | +4.38% |
| 2003 | +25.08% | +0.62% |
| 2002 | -28.80% | N/A |
| 2001 | -16.14% | N/A |
| 2000 | -17.06% | N/A |
IWF vs AGG Drawdown Comparison
The maximum drawdown for IWF was -64.25%, occurring on Mar 9, 2009. Recovery took 3313 trading sessions.
The maximum drawdown for AGG was -18.44%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current IWF drawdown is -4.72%. The current AGG drawdown is -2.48%.
| Rank | IWF | AGG |
|---|---|---|
| #1 | -64.25% Jul 17, 2000 - Sep 18, 2013 | -18.44% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -32.72% Dec 27, 2021 - Jan 10, 2024 | -12.83% Sep 9, 2008 - Dec 15, 2008 |
| #3 | -31.55% Feb 19, 2020 - Jun 8, 2020 | -9.58% Mar 6, 2020 - May 21, 2020 |
| #4 | -23.36% Dec 16, 2024 - Jun 26, 2025 | -5.14% May 2, 2013 - May 14, 2014 |
| #5 | -21.90% Oct 1, 2018 - Apr 12, 2019 | -4.65% Mar 24, 2004 - Sep 14, 2004 |
| #6 | -16.27% Oct 29, 2025 - May 7, 2026 | -4.50% Jul 8, 2016 - Aug 31, 2017 |
| #7 | -13.84% Jul 20, 2015 - Jul 8, 2016 | -4.28% Jan 5, 2009 - Aug 13, 2009 |
| #8 | -13.26% Jul 10, 2024 - Oct 14, 2024 | -3.52% Nov 4, 2010 - May 9, 2011 |
| #9 | -11.31% Sep 2, 2020 - Dec 1, 2020 | -3.52% Sep 7, 2017 - Jan 3, 2019 |
| #10 | -9.88% Jan 26, 2018 - Jun 5, 2018 | -3.00% Mar 20, 2008 - Sep 8, 2008 |
| #11 | -9.68% Feb 12, 2021 - Apr 8, 2021 | -2.92% Jan 30, 2015 - Feb 8, 2016 |
| #12 | -7.88% Apr 29, 2019 - Jun 20, 2019 | -2.54% May 7, 2007 - Aug 17, 2007 |
| #13 | -7.26% Sep 18, 2014 - Oct 31, 2014 | -2.49% Feb 9, 2005 - May 18, 2005 |
| #14 | -7.26% Sep 3, 2021 - Oct 25, 2021 | -2.44% Sep 1, 2005 - Jan 18, 2006 |
| #15 | -6.76% Apr 26, 2021 - Jun 14, 2021 | -2.37% Jan 18, 2006 - Aug 4, 2006 |
Correlation
Correlation between IWF and AGG is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
IWF vs AGG dividend yield comparison.
| Year | IWF | AGG |
|---|---|---|
| 2026 | 0.08% | 1.67% |
| 2025 | 0.36% | 3.89% |
| 2024 | 0.46% | 3.74% |
| 2023 | 0.67% | 3.13% |
| 2022 | 0.91% | 2.39% |
| 2021 | 0.50% | 1.77% |
| 2020 | 0.66% | 2.14% |
| 2019 | 0.99% | 2.70% |
| 2018 | 1.27% | 2.72% |
| 2017 | 1.10% | 2.32% |
| 2016 | 1.43% | 2.39% |
| 2015 | 1.37% | 2.45% |
| 2014 | 1.33% | 2.40% |
| 2013 | 1.29% | 2.32% |
| 2012 | 1.65% | 2.95% |
| 2011 | 1.39% | 3.17% |
| 2010 | 1.27% | 3.73% |
| 2009 | 1.39% | 3.89% |
| 2008 | 1.66% | 4.49% |
| 2007 | 0.92% | 4.86% |
| 2006 | 0.93% | 4.69% |
| 2005 | 0.89% | 4.06% |
| 2004 | 1.04% | 3.45% |
| 2003 | 0.79% | 0.90% |
| 2002 | 0.81% | 0.00% |
| 2001 | 0.41% | 0.00% |
| 2000 | 0.32% | 0.00% |
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