Screener
AGGH vs FLDR
Simplify Aggregate Bond ETF vs Fidelity Low Duration Bond Factor ETF
Key differences
Both AGGH and FLDR are fixed income ETFs. AGGH charges 0.30% a year and FLDR 0.15%. The main difference: AGGH follows a multi strategy strategy; FLDR uses index tracking.
- AGGH follows a multi strategy strategy; FLDR uses index tracking.
- FLDR costs 0.15% less per year.
- FLDR is much larger than AGGH. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| AGGH | FLDR | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.15% |
| Fund size (AUM) | $494M | $1.6B |
| Since | 2022 | 2018 |
| Dividend yield | 7.51% | 4.43% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | +8.5% | +4.8% |
| CAGR 3Y | +4.9% | +5.5% |
| CAGR 5Y | N/A | +3.8% |
| Sharpe 3Y | 0.19 | 1.77 |
| Volatility 1Y | 6.93% | 0.81% |
| Max drawdown | -13.26% | -12.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.