Screener
JPLD vs AGZ
Limited Duration Bond ETF vs iShares Agency Bond ETF
Key differences
Both JPLD and AGZ are fixed income ETFs. JPLD charges 0.24% a year and AGZ 0.20%. The main difference: JPLD is much larger than AGZ. Larger funds are usually more liquid and less likely to close.
- JPLD is much larger than AGZ. Larger funds are usually more liquid and less likely to close.
- JPLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPLD | AGZ | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.20% |
| Fund size (AUM) | $3.8B | $551M |
| Since | 1993 | 2008 |
| Dividend yield | 4.21% | 3.73% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.7% | +3.9% |
| CAGR 3Y | N/A | +4.1% |
| CAGR 5Y | N/A | +1.2% |
| Sharpe 3Y | N/A | 0.16 |
| Volatility 1Y | 1.46% | 2.53% |
| Max drawdown | -1.17% | -11.01% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.