AGG vs. BND - ETF Comparison
AGG - iShares Core U.S. Aggregate Bond ETF
The iShares Core U.S. Aggregate Bond ETF provides broad-based exposure to investment grade U.S. bonds, making it a core holding for investors seeking fixed income exposure in their portfolios. The fund tracks the Bloomberg US Aggregate index, offering a diversified portfolio of hundreds of individual securities.
BND - Vanguard Total Bond Market ETF
The Vanguard Total Bond Market ETF provides broad exposure to the US investment-grade bond market, covering a range of sectors and maturities. It offers a diversified portfolio of government and corporate bonds, making it a suitable choice for investors seeking to increase their bond holdings across various sectors.
| AGG | BND | |
|---|---|---|
| Fund Name | iShares Core U.S. Aggregate Bond ETF | Vanguard Total Bond Market ETF |
| Fund Provider | BlackRock | Vanguard |
| Index | Bloomberg US Aggregate | Bloomberg US Aggregate - Float Adjusted |
| Asset Class | Bonds | Bonds |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.03% | 0.03% |
| Inception Date | 2003-09-22 | 2007-04-03 |
| Number Of Holdings | 11686 | 17813 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Sector | Financials | Financials |
| Bond Type | Broad Market | Broad Market |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.