Screener
JPIB vs AGZ
JPMorgan International Bond Opportunities ETF vs iShares Agency Bond ETF
Key differences
Both JPIB and AGZ are fixed income ETFs. JPIB charges 0.50% a year and AGZ 0.20%. The main difference: JPIB covers global markets excluding the US; AGZ covers North America.
- JPIB covers global markets excluding the US; AGZ covers North America.
- AGZ costs 0.30% less per year.
- JPIB is much larger than AGZ. Larger funds are usually more liquid and less likely to close.
- Over the last three years, JPIB has delivered higher annualized returns.
- AGZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPIB | AGZ | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.20% |
| Fund size (AUM) | $2.0B | $551M |
| Since | 2017 | 2008 |
| Dividend yield | 5.03% | 3.73% |
| Asset class | fixed income | fixed income |
| Region | global ex us | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.1% | +4.0% |
| CAGR 3Y | +6.1% | +4.3% |
| CAGR 5Y | +2.9% | +1.2% |
| Sharpe 3Y | 0.64 | 0.24 |
| Volatility 1Y | 3.58% | 2.54% |
| Max drawdown | -13.13% | -11.01% |
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