Screener
IVOL vs AGRH
Quadratic Interest Rate Volatility and Inflation Hedge ETF New vs iShares Interest Rate Hedged U.S. Aggregate Bond ETF
Key differences
Both IVOL and AGRH are fixed income ETFs. IVOL charges 0.98% a year and AGRH 0.13%. The main difference: IVOL follows a multi strategy strategy; AGRH uses index tracking.
- IVOL follows a multi strategy strategy; AGRH uses index tracking.
- AGRH costs 0.85% less per year.
- IVOL is much larger than AGRH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AGRH has delivered higher annualized returns.
Side-by-side comparison
| IVOL | AGRH | |
|---|---|---|
| Annual cost (TER) | 0.98% | 0.13% |
| Fund size (AUM) | $314M | $5M |
| Since | 2019 | 2022 |
| Dividend yield | 3.86% | 4.39% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | -4.4% | +6.1% |
| CAGR 3Y | -3.1% | +6.0% |
| CAGR 5Y | -5.8% | N/A |
| Sharpe 3Y | -0.60 | 1.35 |
| Volatility 1Y | 6.74% | 1.44% |
| Max drawdown | -31.16% | -1.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.