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AGRH vs HYGH

iShares Interest Rate Hedged U.S. Aggregate Bond ETF vs iShares Interest Rate Hedged High Yield Bond ETF

AGRH

iShares Interest Rate Hedged U.S. Aggregate Bond ETF

iShares

Annual cost

0.13%

Fund size

$5M

HYGH

iShares Interest Rate Hedged High Yield Bond ETF

iShares

Annual cost

0.52%

Fund size

$485M

Key differences

  • AGRH costs 0.39% less per year.
  • HYGH is significantly larger than AGRH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, HYGH has delivered higher annualized returns.
  • HYGH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGRHHYGH
Annual cost (TER)0.13%0.52%
Fund size (AUM)$5M$485M
Since20222014
Dividend yield4.61%6.69%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.5%+8.4%
CAGR 3Y+6.1%+10.4%
CAGR 5YN/A+7.0%
Sharpe 3Y1.421.18
Volatility 1Y1.44%3.70%
Max drawdown-1.73%-23.88%

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

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