Screener
HYFI vs AGG
AB High Yield ETF vs iShares Core U.S. Aggregate Bond ETF
Key differences
Both HYFI and AGG are fixed income ETFs. HYFI charges 0.40% a year and AGG 0.03%. The main difference: HYFI follows a active selection strategy; AGG uses index tracking.
- HYFI follows a active selection strategy; AGG uses index tracking.
- AGG costs 0.37% less per year.
- AGG is much larger than HYFI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HYFI has delivered higher annualized returns.
- AGG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HYFI | AGG | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.03% |
| Fund size (AUM) | $341M | $136.5B |
| Since | 2016 | 2003 |
| Dividend yield | 6.71% | 3.96% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.8% | +4.9% |
| CAGR 3Y | +9.2% | +4.2% |
| CAGR 5Y | N/A | +0.2% |
| Sharpe 3Y | 1.01 | 0.13 |
| Volatility 1Y | 3.97% | 3.82% |
| Max drawdown | -6.34% | -18.43% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.