Screener
IGHG vs AGRH
ProShares Investment Grade—Interest Rate Hedged vs iShares Interest Rate Hedged U.S. Aggregate Bond ETF
Key differences
Both IGHG and AGRH are fixed income ETFs. IGHG charges 0.30% a year and AGRH 0.13%. The main difference: IGHG follows a tactical allocation strategy; AGRH uses index tracking.
- IGHG follows a tactical allocation strategy; AGRH uses index tracking.
- AGRH costs 0.17% less per year.
- IGHG is much larger than AGRH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IGHG has delivered higher annualized returns.
- IGHG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IGHG | AGRH | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.13% |
| Fund size (AUM) | $309M | $5M |
| Since | 2013 | 2022 |
| Dividend yield | 5.09% | 4.39% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +6.1% | +6.1% |
| CAGR 3Y | +8.6% | +6.0% |
| CAGR 5Y | +5.3% | N/A |
| Sharpe 3Y | 1.19 | 1.35 |
| Volatility 1Y | 3.41% | 1.44% |
| Max drawdown | -25.16% | -1.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.