Screener
IGHG vs AGZD
ProShares Investment Grade—Interest Rate Hedged vs WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
Key differences
Both IGHG and AGZD are fixed income ETFs. IGHG charges 0.30% a year and AGZD 0.23%. The main difference: IGHG follows a tactical allocation strategy; AGZD uses index tracking.
- IGHG follows a tactical allocation strategy; AGZD uses index tracking.
- AGZD costs 0.07% less per year.
- IGHG is much larger than AGZD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IGHG has delivered higher annualized returns.
Side-by-side comparison
| IGHG | AGZD | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.23% |
| Fund size (AUM) | $309M | $100M |
| Since | 2013 | 2013 |
| Dividend yield | 5.09% | 3.99% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +6.1% | +4.9% |
| CAGR 3Y | +8.6% | +6.1% |
| CAGR 5Y | +5.3% | +4.4% |
| Sharpe 3Y | 1.19 | 0.65 |
| Volatility 1Y | 3.41% | 2.89% |
| Max drawdown | -25.16% | -8.46% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.