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AGGA vs VSHY

Astoria Dynamic Core US Fixed Income ETF vs Virtus Newfleet Short Duration High Yield Bond ETF

AGGA

Astoria Dynamic Core US Fixed Income ETF

Astoria Portfolio Advisors LLC

Annual cost

0.55%

Fund size

$76M

VSHY

Virtus Newfleet Short Duration High Yield Bond ETF

Virtus

Annual cost

0.39%

Fund size

$31M

Key differences

  • VSHY costs 0.16% less per year.
  • VSHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGGAVSHY
Annual cost (TER)0.55%0.39%
Fund size (AUM)$76M$31M
Since20252016
Dividend yield3.95%6.45%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.3%+7.7%
CAGR 3YN/A+8.9%
CAGR 5YN/A+4.3%
Sharpe 3YN/A1.08
Volatility 1Y2.16%3.41%
Max drawdown-1.47%-14.40%

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

Similar to AGGA and VSHY