Screener
AGRH vs NEAR
iShares Interest Rate Hedged U.S. Aggregate Bond ETF vs iShares Short Duration Bond Active ETF
Key differences
Both AGRH and NEAR are fixed income ETFs. AGRH charges 0.13% a year and NEAR 0.25%. The main difference: AGRH follows a index tracking strategy; NEAR uses active selection.
- AGRH follows a index tracking strategy; NEAR uses active selection.
- AGRH costs 0.12% less per year.
- NEAR is much larger than AGRH. Larger funds are usually more liquid and less likely to close.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGRH | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.13% | 0.25% |
| Fund size (AUM) | $5M | $4.6B |
| Since | 2022 | 2013 |
| Dividend yield | 4.39% | 4.47% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.1% | +4.1% |
| CAGR 3Y | +6.0% | +5.6% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | 1.35 | 1.18 |
| Volatility 1Y | 1.44% | 1.37% |
| Max drawdown | -1.73% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.