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AGZ vs IUSB

iShares Agency Bond ETF vs iShares Core Universal USD Bond ETF

AGZ

iShares Agency Bond ETF

iShares

Annual cost

0.20%

Fund size

$552M

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

Key differences

  • IUSB costs 0.14% less per year.
  • IUSB is significantly larger than AGZ — larger funds tend to be 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

AGZIUSB
Annual cost (TER)0.20%0.06%
Fund size (AUM)$552M$36.5B
Since20082014
Dividend yield3.75%4.24%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.1%+6.0%
CAGR 3Y+3.9%+4.2%
CAGR 5Y+1.2%+0.5%
Sharpe 3Y0.100.15
Volatility 1Y2.61%3.66%
Max drawdown-11.01%-17.90%

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

Similar to AGZ and IUSB