StockComparison Logo
vs

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

Net Assets
IWF
$125B
Winner
AGG
$135B
Expense Ratio
IWF
0.18%
Winner
AGG
0.03%
Max Drawdown
IWF
66.83%
Winner
AGG
23.37%
Sharpe Ratio
Winner
IWF
1.08
AGG
0.14
5Y Beta
IWF
1.21
Winner
AGG
0.04
P/E Ratio
IWF
36.51
AGG
N/A
Forward P/E
IWF
27.84
AGG
N/A
5Y Dividends CAGR
IWF
5.52%
Winner
AGG
11.58%
5Y EPS CAGR
IWF
34.70%
AGG
N/A
Debt to Equity
IWF
51.12%
AGG
N/A
P/S Ratio
IWF
6.16
AGG
N/A
P/B Ratio
IWF
12.94
AGG
N/A

IWF vs AGG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IWF
+1.89%
AGG
-0.27%
3M
Winner
IWF
+8.43%
AGG
-1.07%
6M
Winner
IWF
+2.69%
AGG
+0.10%
1Y
Winner
IWF
+22.07%
AGG
+4.44%
5Y(CAGR)
Winner
IWF
+14.51%
AGG
+0.03%
10Y(CAGR)
Winner
IWF
+18.09%
AGG
+1.55%
Max(CAGR)
Winner
IWF
+8.42%
AGG
+3.05%

IWF vs AGG - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIWFAGG
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%.

RankIWFAGG
#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.

0.76
-101

Dividend Comparison (2000 - 2026)

IWF vs AGG dividend yield comparison.

YearIWFAGG
20260.08%1.67%
20250.36%3.89%
20240.46%3.74%
20230.67%3.13%
20220.91%2.39%
20210.50%1.77%
20200.66%2.14%
20190.99%2.70%
20181.27%2.72%
20171.10%2.32%
20161.43%2.39%
20151.37%2.45%
20141.33%2.40%
20131.29%2.32%
20121.65%2.95%
20111.39%3.17%
20101.27%3.73%
20091.39%3.89%
20081.66%4.49%
20070.92%4.86%
20060.93%4.69%
20050.89%4.06%
20041.04%3.45%
20030.79%0.90%
20020.81%0.00%
20010.41%0.00%
20000.32%0.00%

Select Stocks to Compare

More Comparisons

Compare with similar stocks

Popular suggestions: