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AGRH vs LQDH

iShares Interest Rate Hedged U.S. Aggregate Bond ETF vs iShares Interest Rate Hedged Corporate Bond ETF

AGRH

iShares Interest Rate Hedged U.S. Aggregate Bond ETF

iShares

Annual cost

0.13%

Fund size

$5M

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

iShares

Annual cost

0.24%

Fund size

$506M

Key differences

  • AGRH costs 0.11% less per year.
  • LQDH is significantly larger than AGRH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, LQDH has delivered higher annualized returns.
  • LQDH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGRHLQDH
Annual cost (TER)0.13%0.24%
Fund size (AUM)$5M$506M
Since20222014
Dividend yield4.61%6.11%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.5%+8.5%
CAGR 3Y+6.1%+8.6%
CAGR 5YN/A+5.3%
Sharpe 3Y1.421.38
Volatility 1Y1.44%2.73%
Max drawdown-1.73%-24.63%

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

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