Screener
AGZ vs FMUN
iShares Agency Bond ETF vs Fidelity Systematic Municipal Bond Index ETF
Key differences
Both AGZ and FMUN are fixed income ETFs. AGZ charges 0.20% a year and FMUN 0.05%. The main difference: FMUN costs 0.15% less per year.
- FMUN costs 0.15% less per year.
- AGZ is much larger than FMUN. Larger funds are usually more liquid and less likely to close.
- AGZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGZ | FMUN | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.05% |
| Fund size (AUM) | $551M | $181M |
| Since | 2008 | 2019 |
| Dividend yield | 3.73% | 3.30% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +3.9% | +6.8% |
| CAGR 3Y | +4.1% | N/A |
| CAGR 5Y | +1.2% | N/A |
| Sharpe 3Y | 0.16 | N/A |
| Volatility 1Y | 2.53% | 3.11% |
| Max drawdown | -11.01% | -3.21% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.