Screener
AGZ vs AGRH
iShares Agency Bond ETF vs iShares Interest Rate Hedged U.S. Aggregate Bond ETF
Key differences
Both AGZ and AGRH are fixed income ETFs. AGZ charges 0.20% a year and AGRH 0.13%. The main difference: AGRH costs 0.07% less per year.
- AGRH costs 0.07% less per year.
- AGZ 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.
- AGZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGZ | AGRH | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.13% |
| Fund size (AUM) | $551M | $5M |
| Since | 2008 | 2022 |
| Dividend yield | 3.73% | 4.39% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.0% | +6.1% |
| CAGR 3Y | +4.3% | +6.0% |
| CAGR 5Y | +1.2% | N/A |
| Sharpe 3Y | 0.24 | 1.35 |
| Volatility 1Y | 2.54% | 1.44% |
| Max drawdown | -11.01% | -1.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.