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AGRH vs HYHG

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

AGRH

iShares Interest Rate Hedged U.S. Aggregate Bond ETF

iShares

Annual cost

0.13%

Fund size

$5M

HYHG

ProShares High Yield—Interest Rate Hedged

ProShares

Annual cost

0.50%

Fund size

$168M

Key differences

  • AGRH costs 0.37% less per year.
  • HYHG is significantly larger than AGRH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, HYHG has delivered higher annualized returns.
  • HYHG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGRHHYHG
Annual cost (TER)0.13%0.50%
Fund size (AUM)$5M$168M
Since20222013
Dividend yield4.61%6.83%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.5%+8.5%
CAGR 3Y+6.1%+10.5%
CAGR 5YN/A+7.1%
Sharpe 3Y1.420.97
Volatility 1Y1.44%5.57%
Max drawdown-1.73%-25.72%

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

Similar to AGRH and HYHG