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AGRH vs IEF

iShares Interest Rate Hedged U.S. Aggregate Bond ETF vs iShares 7-10 Year Treasury Bond ETF

AGRH

iShares Interest Rate Hedged U.S. Aggregate Bond ETF

Annual cost

0.13%

Fund size

$5M

IEF

iShares 7-10 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$48.3B

Key differences

Both AGRH and IEF are fixed income ETFs. AGRH charges 0.13% a year and IEF 0.15%. The main difference: IEF is much larger than AGRH. Larger funds are usually more liquid and less likely to close.

  • IEF is much larger than AGRH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, AGRH has delivered higher annualized returns.
  • IEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGRHIEF
Annual cost (TER)0.13%0.15%
Fund size (AUM)$5M$48.3B
Since20222002
Dividend yield4.39%3.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.1%+3.8%
CAGR 3Y+6.0%+2.8%
CAGR 5YN/A-1.1%
Sharpe 3Y1.35-0.09
Volatility 1Y1.44%4.72%
Max drawdown-1.73%-23.92%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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