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AGZ vs FLTB

iShares Agency Bond ETF vs Fidelity Limited Term Bond ETF

AGZ

iShares Agency Bond ETF

Annual cost

0.20%

Fund size

$551M

FLTB

Fidelity Limited Term Bond ETF

Annual cost

0.25%

Fund size

$401M

Key differences

Both AGZ and FLTB are fixed income ETFs. AGZ charges 0.20% a year and FLTB 0.25%. The main difference: Over the last three years, FLTB has delivered higher annualized returns.

  • Over the last three years, FLTB has delivered higher annualized returns.
  • AGZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGZFLTB
Annual cost (TER)0.20%0.25%
Fund size (AUM)$551M$401M
Since20082014
Dividend yield3.73%4.36%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.9%+4.5%
CAGR 3Y+4.1%+5.5%
CAGR 5Y+1.2%+2.2%
Sharpe 3Y0.160.73
Volatility 1Y2.53%2.10%
Max drawdown-11.01%-9.37%

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

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