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VB vs AGG

Comparison between VANGUARD SMALL-CAP INDEX FUND ETF SHARES (VB, ETF) and iShares Core U.S. Aggregate Bond ETF (AGG, ETF).

5-Year PerformanceVB has outperformed AGG, delivering a return of +6.8% compared to +0.2%

VB vs AGG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VB
$165B
AGG
$139B
Expense Ratio
VB
0.03%
AGG
0.03%
Max Drawdown
VB
61.02%
Winner
AGG
23.37%
Sharpe Ratio
Winner
VB
1.56
AGG
0.36
5Y Beta
VB
1.04
Winner
AGG
0.04
P/E Ratio
VB
37.27
AGG
N/A
Forward P/E
VB
16.57
AGG
N/A
5Y Dividends CAGR
Winner
VB
13.75%
AGG
12.49%
5Y EPS CAGR
VB
9.72%
AGG
N/A
Debt to Equity
VB
45.35%
AGG
N/A
P/S Ratio
VB
1.52
AGG
N/A
P/B Ratio
VB
2.53
AGG
N/A

VB vs AGG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VB
+5.52%
AGG
+0.08%
3M
Winner
VB
+3.86%
AGG
+0.00%
6M
Winner
VB
+14.55%
AGG
+0.95%
1Y
Winner
VB
+30.65%
AGG
+5.64%
5Y(CAGR)
Winner
VB
+6.78%
AGG
+0.21%
10Y(CAGR)
Winner
VB
+11.52%
AGG
+1.65%
Max(CAGR)
Winner
VB
+9.84%
AGG
+3.09%

VB vs AGG - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearVBAGG
2026+10.60%+0.64%
2025+8.99%+7.18%
2024+14.94%+1.79%
2023+18.91%+5.03%
2022-18.02%-12.43%
2021+19.49%-1.64%
2020+18.96%+7.18%
2019+27.43%+8.37%
2018-10.04%+0.24%
2017+15.58%+3.45%
2016+20.36%+2.45%
2015-3.44%+0.20%
2014+8.58%+5.93%
2013+33.91%-1.86%
2012+16.63%+3.96%
2011-4.29%+7.81%
2010+25.38%+6.24%
2009+33.60%+3.62%
2008-35.30%+7.39%
2007+1.22%+6.37%
2006+13.88%+3.84%
2005+9.09%+2.26%
2004+15.90%+4.38%
2003N/A+0.62%

VB vs AGG Drawdown Comparison

The maximum drawdown for VB was -59.57%, occurring on Mar 9, 2009. Recovery took 867 trading sessions.

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

The current VB drawdown is -0.92%. The current AGG drawdown is -1.80%.

RankVBAGG
#1-59.57%
Jul 13, 2007 - Dec 20, 2010
-18.44%
Aug 4, 2020 - Oct 20, 2022
#2-42.05%
Feb 20, 2020 - Nov 9, 2020
-12.83%
Sep 9, 2008 - Dec 15, 2008
#3-28.30%
Apr 29, 2011 - Sep 6, 2012
-9.58%
Mar 6, 2020 - May 21, 2020
#4-28.15%
Nov 8, 2021 - Jul 16, 2024
-5.14%
May 2, 2013 - May 14, 2014
#5-25.36%
Nov 25, 2024 - Sep 18, 2025
-4.65%
Mar 24, 2004 - Sep 14, 2004
#6-24.54%
Aug 29, 2018 - Nov 26, 2019
-4.50%
Jul 8, 2016 - Aug 31, 2017
#7-23.35%
Jun 23, 2015 - Aug 23, 2016
-4.28%
Jan 5, 2009 - Aug 13, 2009
#8-13.15%
May 5, 2006 - Nov 14, 2006
-3.52%
Nov 4, 2010 - May 9, 2011
#9-12.00%
Apr 2, 2004 - Nov 3, 2004
-3.52%
Sep 7, 2017 - Jan 3, 2019
#10-11.75%
Jul 3, 2014 - Dec 23, 2014
-3.00%
Mar 20, 2008 - Sep 8, 2008
#11-9.48%
Sep 14, 2012 - Jan 2, 2013
-2.92%
Jan 30, 2015 - Feb 8, 2016
#12-9.44%
Jan 26, 2018 - May 21, 2018
-2.54%
May 7, 2007 - Aug 17, 2007
#13-9.03%
Mar 7, 2005 - Jun 16, 2005
-2.49%
Feb 9, 2005 - May 18, 2005
#14-8.97%
Feb 26, 2026 - Apr 16, 2026
-2.44%
Sep 1, 2005 - Jan 18, 2006
#15-8.52%
Aug 2, 2005 - Nov 22, 2005
-2.37%
Jan 18, 2006 - Aug 4, 2006

Correlation

Correlation between VB and AGG is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2003 - 2026)

VB vs AGG dividend yield comparison.

YearVBAGG
20260.34%1.32%
20251.33%3.89%
20241.30%3.74%
20231.55%3.13%
20221.59%2.39%
20211.24%1.77%
20201.14%2.14%
20191.39%2.70%
20181.67%2.72%
20171.35%2.32%
20161.50%2.39%
20151.48%2.45%
20141.43%2.40%
20131.31%2.32%
20121.86%2.95%
20111.36%3.17%
20101.16%3.73%
20091.15%3.89%
20082.22%4.49%
20071.40%4.86%
20061.23%4.69%
20051.15%4.06%
20041.11%3.45%
20030.00%0.90%

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