Skip to content
Beacon
Screener

AGGA vs IMTB

Astoria Dynamic Core US Fixed Income ETF vs iShares Core 5-10 Year USD Bond ETF

AGGA

Astoria Dynamic Core US Fixed Income ETF

Astoria Portfolio Advisors LLC

Annual cost

0.55%

Fund size

$76M

IMTB

iShares Core 5-10 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$280M

Key differences

  • IMTB costs 0.49% less per year.
  • IMTB is significantly larger than AGGA — larger funds tend to be more liquid and less likely to close.
  • AGGA follows a active selection strategy; IMTB uses index tracking.
  • IMTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGGAIMTB
Annual cost (TER)0.55%0.06%
Fund size (AUM)$76M$280M
Since20252016
Dividend yield3.95%4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.3%+6.7%
CAGR 3YN/A+4.8%
CAGR 5YN/A+0.7%
Sharpe 3YN/A0.24
Volatility 1Y2.16%4.07%
Max drawdown-1.47%-18.15%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AGGA and IMTB