Screener
AGRH vs SCHZ
iShares Interest Rate Hedged U.S. Aggregate Bond ETF vs Schwab U.S. Aggregate Bond ETF
Key differences
- SCHZ costs 0.10% less per year.
- SCHZ is significantly larger than AGRH — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, AGRH has delivered higher annualized returns.
- SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGRH | SCHZ | |
|---|---|---|
| Annual cost (TER) | 0.13% | 0.03% |
| Fund size (AUM) | $5M | $10.0B |
| Since | 2022 | 2011 |
| Dividend yield | 4.61% | 4.10% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.5% | +5.7% |
| CAGR 3Y | +6.1% | +3.6% |
| CAGR 5Y | N/A | +0.1% |
| Sharpe 3Y | 1.42 | 0.03 |
| Volatility 1Y | 1.44% | 3.83% |
| Max drawdown | -1.73% | -18.74% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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