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AGZ vs USIG

iShares Agency Bond ETF vs iShares Broad USD Investment Grade Corporate Bond ETF

AGZ

iShares Agency Bond ETF

iShares

Annual cost

0.20%

Fund size

$552M

USIG

iShares Broad USD Investment Grade Corporate Bond ETF

iShares

Annual cost

0.04%

Fund size

$17.0B

Key differences

  • USIG costs 0.16% less per year.
  • USIG is significantly larger than AGZ — larger funds tend to be more liquid and less likely to close.
  • AGZ covers north america markets; USIG covers global.
  • Over the last 3 years, USIG has delivered higher annualized returns.

Side-by-side comparison

AGZUSIG
Annual cost (TER)0.20%0.04%
Fund size (AUM)$552M$17.0B
Since20082007
Dividend yield3.75%4.68%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+4.1%+6.9%
CAGR 3Y+3.9%+5.3%
CAGR 5Y+1.2%+0.8%
Sharpe 3Y0.100.32
Volatility 1Y2.61%4.19%
Max drawdown-11.01%-21.45%

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

Similar to AGZ and USIG