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AGZ vs BYLD

iShares Agency Bond ETF vs iShares Yield Optimized Bond ETF

AGZ

iShares Agency Bond ETF

iShares

Annual cost

0.20%

Fund size

$552M

BYLD

iShares Yield Optimized Bond ETF

iShares

Annual cost

0.13%

Fund size

$387M

Key differences

  • BYLD costs 0.07% less per year.
  • Over the last 3 years, BYLD has delivered higher annualized returns.
  • AGZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGZBYLD
Annual cost (TER)0.20%0.13%
Fund size (AUM)$552M$387M
Since20082014
Dividend yield3.75%5.35%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.1%+7.5%
CAGR 3Y+3.9%+6.3%
CAGR 5Y+1.2%+2.3%
Sharpe 3Y0.100.58
Volatility 1Y2.61%3.85%
Max drawdown-11.01%-14.75%

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

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