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AGZ vs USHY

iShares Agency Bond ETF vs iShares Broad USD High Yield Corporate Bond ETF

AGZ

iShares Agency Bond ETF

iShares

Annual cost

0.20%

Fund size

$552M

USHY

iShares Broad USD High Yield Corporate Bond ETF

iShares

Annual cost

0.08%

Fund size

$26.2B

Key differences

  • USHY costs 0.12% less per year.
  • USHY is significantly larger than AGZ — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, USHY has delivered higher annualized returns.
  • AGZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AGZUSHY
Annual cost (TER)0.20%0.08%
Fund size (AUM)$552M$26.2B
Since20082017
Dividend yield3.75%6.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.1%+8.0%
CAGR 3Y+3.9%+9.3%
CAGR 5Y+1.2%+4.4%
Sharpe 3Y0.101.06
Volatility 1Y2.61%3.68%
Max drawdown-11.01%-22.44%

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

Similar to AGZ and USHY