Screener
FMUN vs AGZ
Fidelity Systematic Municipal Bond Index ETF vs iShares Agency Bond ETF
Key differences
Both FMUN and AGZ are fixed income ETFs. FMUN charges 0.05% a year and AGZ 0.20%. The main difference: FMUN costs 0.15% less per year.
- FMUN costs 0.15% less per year.
- AGZ is much larger than FMUN. Larger funds are usually more liquid and less likely to close.
- AGZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMUN | AGZ | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.20% |
| Fund size (AUM) | $181M | $551M |
| Since | 2019 | 2008 |
| Dividend yield | 3.30% | 3.73% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.3% | +4.0% |
| CAGR 3Y | N/A | +4.3% |
| CAGR 5Y | N/A | +1.2% |
| Sharpe 3Y | N/A | 0.24 |
| Volatility 1Y | 3.14% | 2.54% |
| Max drawdown | -3.21% | -11.01% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.