Screener
FLOT vs AGZ
iShares Floating Rate Bond ETF vs iShares Agency Bond ETF
Key differences
Both FLOT and AGZ are fixed income ETFs. FLOT charges 0.15% a year and AGZ 0.20%. The main difference: FLOT costs 0.05% less per year.
- FLOT costs 0.05% less per year.
- FLOT is much larger than AGZ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FLOT has delivered higher annualized returns.
Side-by-side comparison
| FLOT | AGZ | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.20% |
| Fund size (AUM) | $9.5B | $551M |
| Since | 2011 | 2008 |
| Dividend yield | 4.60% | 3.73% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.9% | +4.0% |
| CAGR 3Y | +5.7% | +4.3% |
| CAGR 5Y | +4.2% | +1.2% |
| Sharpe 3Y | 1.45 | 0.24 |
| Volatility 1Y | 0.75% | 2.54% |
| Max drawdown | -13.54% | -11.01% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.