Screener
AGGH vs ISTB
Simplify Aggregate Bond ETF vs iShares Core 1-5 Year USD Bond ETF
Key differences
- ISTB costs 0.24% less per year.
- ISTB is significantly larger than AGGH — larger funds tend to be more liquid and less likely to close.
- AGGH is classified as alternative, while ISTB is fixed income — different risk/return profiles.
- AGGH follows a multi strategy strategy; ISTB uses index tracking.
- ISTB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGGH | ISTB | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.06% |
| Fund size (AUM) | $473M | $4.7B |
| Since | 2022 | 2012 |
| Dividend yield | 7.54% | 4.20% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | +10.1% | +4.4% |
| CAGR 3Y | +4.9% | +4.9% |
| CAGR 5Y | N/A | +1.9% |
| Sharpe 3Y | 0.18 | 0.54 |
| Volatility 1Y | 7.16% | 1.78% |
| Max drawdown | -13.26% | -9.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to AGGH and ISTB
Explore further