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BYLD vs AGZ

iShares Yield Optimized Bond ETF vs iShares Agency Bond ETF

BYLD

iShares Yield Optimized Bond ETF

Annual cost

0.13%

Fund size

$450M

AGZ

iShares Agency Bond ETF

Annual cost

0.20%

Fund size

$551M

Key differences

Both BYLD and AGZ are fixed income ETFs. BYLD charges 0.13% a year and AGZ 0.20%. The main difference: BYLD costs 0.07% less per year.

  • BYLD costs 0.07% less per year.
  • Over the last three years, BYLD has delivered higher annualized returns.
  • AGZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BYLDAGZ
Annual cost (TER)0.13%0.20%
Fund size (AUM)$450M$551M
Since20142008
Dividend yield5.34%3.73%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.8%+4.0%
CAGR 3Y+6.7%+4.3%
CAGR 5Y+2.4%+1.2%
Sharpe 3Y0.650.24
Volatility 1Y3.86%2.54%
Max drawdown-14.75%-11.01%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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