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VFH vs IAGG

Comparison between VANGUARD FINANCIALS INDEX FUND ETF SHARES (VFH, ETF) and ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF).

5-Year PerformanceVFH has outperformed IAGG, delivering a return of +10.8% compared to +1.2%

VFH vs IAGG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VFH
$14B
IAGG
$14B
Expense Ratio
VFH
0.09%
Winner
IAGG
0.07%
Max Drawdown
VFH
79.90%
Winner
IAGG
15.86%
Sharpe Ratio
Winner
VFH
0.45
IAGG
-0.30
5Y Beta
VFH
0.84
Winner
IAGG
0.03
P/E Ratio
VFH
15.69
IAGG
N/A
Forward P/E
VFH
14.26
IAGG
N/A
5Y Dividends CAGR
VFH
14.57%
Winner
IAGG
15.92%
5Y EPS CAGR
VFH
11.20%
IAGG
N/A
Debt to Equity
VFH
71.29%
IAGG
N/A

VFH vs IAGG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VFH
+3.68%
IAGG
+1.49%
3M
Winner
VFH
+10.49%
IAGG
+1.37%
6M
VFH
-0.76%
Winner
IAGG
+1.55%
1Y
Winner
VFH
+9.60%
IAGG
+2.70%
5Y(CAGR)
Winner
VFH
+10.77%
IAGG
+1.18%
10Y(CAGR)
Winner
VFH
+13.15%
IAGG
+2.21%
Max(CAGR)
Winner
VFH
+6.63%
IAGG
+2.53%

VFH vs IAGG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearVFHIAGG
2026-1.57%+1.56%
2025+15.14%+3.18%
2024+30.38%+4.89%
2023+13.79%+7.70%
2022-13.30%-10.50%
2021+37.15%-1.82%
2020-2.83%+4.29%
2019+30.58%+7.93%
2018-13.45%+3.24%
2017+19.08%+2.38%
2016+27.20%+4.91%
2015-0.60%-0.09%
2014+14.63%N/A
2013+29.33%N/A
2012+23.46%N/A
2011-16.14%N/A
2010+12.75%N/A
2009+13.97%N/A
2008-47.75%N/A
2007-17.62%N/A
2006+17.71%N/A
2005+6.85%N/A
2004+10.21%N/A

VFH vs IAGG Drawdown Comparison

The maximum drawdown for VFH was -78.61%, occurring on Mar 6, 2009. Recovery took 2380 trading sessions.

The maximum drawdown for IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.

The current VFH drawdown is -4.22%. The current IAGG drawdown is -0.27%.

RankVFHIAGG
#1-78.61%
Jun 4, 2007 - Nov 11, 2016
-13.88%
Dec 31, 2020 - Feb 4, 2025
#2-44.44%
Feb 14, 2020 - Jan 7, 2021
-5.93%
Mar 9, 2020 - Jul 30, 2020
#3-25.67%
Jan 12, 2022 - Feb 22, 2024
-3.93%
Sep 7, 2016 - Oct 31, 2017
#4-24.30%
Jan 26, 2018 - Nov 1, 2019
-3.70%
Dec 8, 2017 - Dec 18, 2018
#5-17.30%
Feb 18, 2025 - Jun 30, 2025
-2.32%
Feb 27, 2026 - Mar 27, 2026
#6-14.75%
Jan 6, 2026 - Mar 27, 2026
-2.07%
Aug 28, 2019 - Jan 29, 2020
#7-10.78%
Mar 5, 2004 - Nov 4, 2004
-1.67%
Feb 28, 2025 - Apr 16, 2025
#8-9.41%
Dec 30, 2004 - Jul 11, 2005
-1.04%
Dec 2, 2015 - Jan 14, 2016
#9-8.64%
Mar 1, 2017 - Jul 25, 2017
-0.94%
Aug 4, 2020 - Sep 29, 2020
#10-8.33%
Feb 20, 2007 - Jun 1, 2007
-0.85%
Apr 30, 2025 - May 30, 2025
#11-8.27%
Jun 4, 2021 - Aug 10, 2021
-0.83%
Apr 5, 2016 - May 11, 2016
#12-7.98%
Nov 29, 2024 - Jan 27, 2025
-0.80%
Jun 16, 2016 - Jun 27, 2016
#13-7.84%
Jan 14, 2021 - Feb 9, 2021
-0.75%
Jul 3, 2019 - Jul 18, 2019
#14-7.67%
Nov 3, 2021 - Jan 7, 2022
-0.73%
Feb 5, 2025 - Feb 28, 2025
#15-7.40%
May 5, 2006 - Sep 12, 2006
-0.71%
Mar 28, 2019 - Apr 30, 2019

Correlation

Correlation between VFH and IAGG is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (2004 - 2026)

VFH vs IAGG dividend yield comparison.

YearVFHIAGG
20260.29%0.59%
20251.55%3.08%
20241.75%4.28%
20232.08%3.55%
20222.31%2.27%
20211.87%1.16%
20202.21%1.95%
20192.17%2.82%
20182.30%3.02%
20171.53%1.74%
20161.63%1.56%
20152.00%0.13%
20141.85%0.00%
20131.82%0.00%
20122.13%0.00%
20112.02%0.00%
20101.32%0.00%
20091.72%0.00%
20085.14%0.00%
20072.83%0.00%
20061.96%0.00%
20051.81%0.00%
20042.13%0.00%

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