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AGGA vs IUSB

Astoria Dynamic Core US Fixed Income ETF vs iShares Core Universal USD Bond ETF

AGGA

Astoria Dynamic Core US Fixed Income ETF

Astoria Portfolio Advisors LLC

Annual cost

0.55%

Fund size

$76M

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

Key differences

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

Side-by-side comparison

AGGAIUSB
Annual cost (TER)0.55%0.06%
Fund size (AUM)$76M$36.5B
Since20252014
Dividend yield3.95%4.24%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.3%+6.0%
CAGR 3YN/A+4.6%
CAGR 5YN/A+0.6%
Sharpe 3YN/A0.21
Volatility 1Y2.16%3.66%
Max drawdown-1.47%-17.90%

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

Similar to AGGA and IUSB