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BFIX vs AGG

Build Bond Innovation ETF vs iShares Core U.S. Aggregate Bond ETF

BFIX

Build Bond Innovation ETF

Build Asset Management, LLC

Annual cost

0.45%

Fund size

$13M

AGG

iShares Core U.S. Aggregate Bond ETF

iShares

Annual cost

0.03%

Fund size

$135.4B

Key differences

  • AGG costs 0.42% less per year.
  • AGG is significantly larger than BFIX — larger funds tend to be more liquid and less likely to close.
  • BFIX is classified as alternative, while AGG is fixed income — different risk/return profiles.
  • BFIX follows a option income strategy; AGG uses index tracking.
  • Over the last 3 years, BFIX has delivered higher annualized returns.
  • AGG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BFIXAGG
Annual cost (TER)0.45%0.03%
Fund size (AUM)$13M$135.4B
Since20222003
Dividend yield3.60%3.95%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+4.7%+5.8%
CAGR 3Y+7.7%+3.7%
CAGR 5YN/A+0.1%
Sharpe 3Y0.810.04
Volatility 1Y2.90%3.90%
Max drawdown-8.03%-18.43%

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

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