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AGZ vs MEAR

iShares Agency Bond ETF vs iShares Short Maturity Municipal Bond Active ETF

AGZ

iShares Agency Bond ETF

iShares

Annual cost

0.20%

Fund size

$552M

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

Key differences

  • AGZ costs 0.06% less per year.
  • AGZ follows a index tracking strategy; MEAR uses active selection.
  • AGZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGZMEAR
Annual cost (TER)0.20%0.26%
Fund size (AUM)$552M$1.3B
Since20082015
Dividend yield3.75%2.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.1%+3.3%
CAGR 3Y+3.9%+3.6%
CAGR 5Y+1.2%+2.4%
Sharpe 3Y0.10-0.02
Volatility 1Y2.61%0.86%
Max drawdown-11.01%-2.68%

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

Similar to AGZ and MEAR