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FALN vs AGZ
iShares Fallen Angels USD Bond ETF vs iShares Agency Bond ETF
Key differences
- FALN is significantly larger than AGZ — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FALN has delivered higher annualized returns.
- AGZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FALN | AGZ | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.20% |
| Fund size (AUM) | $1.8B | $552M |
| Since | 2016 | 2008 |
| Dividend yield | 6.42% | 3.75% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +9.6% | +4.0% |
| CAGR 3Y | +9.6% | +4.0% |
| CAGR 5Y | +4.0% | +1.2% |
| Sharpe 3Y | 1.01 | 0.15 |
| Volatility 1Y | 4.58% | 2.61% |
| Max drawdown | -29.22% | -11.01% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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