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AGRH vs TLT

iShares Interest Rate Hedged U.S. Aggregate Bond ETF vs iShares 20+ Year Treasury Bond ETF

AGRH

iShares Interest Rate Hedged U.S. Aggregate Bond ETF

Annual cost

0.13%

Fund size

$5M

TLT

iShares 20+ Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$42.9B

Key differences

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

  • TLT 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.
  • TLT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGRHTLT
Annual cost (TER)0.13%0.15%
Fund size (AUM)$5M$42.9B
Since20222002
Dividend yield4.39%4.55%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.1%+4.1%
CAGR 3Y+6.0%-1.3%
CAGR 5YN/A-6.2%
Sharpe 3Y1.35-0.28
Volatility 1Y1.44%9.68%
Max drawdown-1.73%-48.35%

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

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