Screener
LGOV vs AGZD
First Trust Long Duration Opportunities ETF vs WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
Key differences
Both LGOV and AGZD are fixed income ETFs. LGOV charges 0.49% a year and AGZD 0.23%. The main difference: AGZD costs 0.26% less per year.
- AGZD costs 0.26% less per year.
- LGOV is much larger than AGZD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AGZD has delivered higher annualized returns.
- AGZD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LGOV | AGZD | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.23% |
| Fund size (AUM) | $664M | $100M |
| Since | 2019 | 2013 |
| Dividend yield | 4.25% | 3.99% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.5% | +5.7% |
| CAGR 3Y | +2.1% | +6.2% |
| CAGR 5Y | -1.8% | +4.4% |
| Sharpe 3Y | -0.12 | 0.68 |
| Volatility 1Y | 6.99% | 2.97% |
| Max drawdown | -30.85% | -8.46% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.