Screener
AGZD vs AGG
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund vs iShares Core U.S. Aggregate Bond ETF
Key differences
Both AGZD and AGG are fixed income ETFs. AGZD charges 0.23% a year and AGG 0.03%. The main difference: AGG costs 0.20% less per year.
- AGG costs 0.20% less per year.
- AGG is much larger than AGZD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AGZD has delivered higher annualized returns.
- AGG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AGZD | AGG | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.03% |
| Fund size (AUM) | $100M | $136.5B |
| Since | 2013 | 2003 |
| Dividend yield | 3.99% | 3.96% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.9% | +4.9% |
| CAGR 3Y | +6.1% | +4.2% |
| CAGR 5Y | +4.4% | +0.2% |
| Sharpe 3Y | 0.65 | 0.13 |
| Volatility 1Y | 2.89% | 3.82% |
| Max drawdown | -8.46% | -18.43% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.