Screener
AGRH vs AGZD
iShares Interest Rate Hedged U.S. Aggregate Bond ETF vs WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
Key differences
Both AGRH and AGZD are fixed income ETFs. AGRH charges 0.13% a year and AGZD 0.23%. The main difference: AGRH costs 0.10% less per year.
- AGRH costs 0.10% less per year.
- AGZD is much larger than AGRH. Larger funds are usually more liquid and less likely to close.
- AGZD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGRH | AGZD | |
|---|---|---|
| Annual cost (TER) | 0.13% | 0.23% |
| Fund size (AUM) | $5M | $100M |
| Since | 2022 | 2013 |
| Dividend yield | 4.39% | 3.99% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.1% | +4.9% |
| CAGR 3Y | +6.0% | +6.1% |
| CAGR 5Y | N/A | +4.4% |
| Sharpe 3Y | 1.35 | 0.65 |
| Volatility 1Y | 1.44% | 2.89% |
| Max drawdown | -1.73% | -8.46% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.