Screener
ICVT vs AGZ
iShares Convertible Bond ETF vs iShares Agency Bond ETF
Key differences
Both ICVT and AGZ are fixed income ETFs. ICVT charges 0.20% a year and AGZ 0.20%. The main difference: ICVT is much larger than AGZ. Larger funds are usually more liquid and less likely to close.
- ICVT is much larger than AGZ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ICVT has delivered higher annualized returns.
- AGZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ICVT | AGZ | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.20% |
| Fund size (AUM) | $7.1B | $551M |
| Since | 2015 | 2008 |
| Dividend yield | 1.33% | 3.73% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +32.5% | +3.9% |
| CAGR 3Y | +18.4% | +4.1% |
| CAGR 5Y | +6.7% | +1.2% |
| Sharpe 3Y | 1.19 | 0.16 |
| Volatility 1Y | 15.11% | 2.53% |
| Max drawdown | -33.25% | -11.01% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.