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AGZ vs SLQD

iShares Agency Bond ETF vs iShares 0-5 Year Investment Grade Corporate Bond ETF

AGZ

iShares Agency Bond ETF

iShares

Annual cost

0.20%

Fund size

$552M

SLQD

iShares 0-5 Year Investment Grade Corporate Bond ETF

iShares

Annual cost

0.06%

Fund size

$2.3B

Key differences

  • SLQD costs 0.14% less per year.
  • SLQD is significantly larger than AGZ — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SLQD has delivered higher annualized returns.
  • AGZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGZSLQD
Annual cost (TER)0.20%0.06%
Fund size (AUM)$552M$2.3B
Since20082013
Dividend yield3.75%4.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.1%+4.7%
CAGR 3Y+3.9%+5.2%
CAGR 5Y+1.2%+2.5%
Sharpe 3Y0.100.79
Volatility 1Y2.61%1.49%
Max drawdown-11.01%-12.69%

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

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