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LQDH vs AGRH

iShares Interest Rate Hedged Corporate Bond ETF vs iShares Interest Rate Hedged U.S. Aggregate Bond ETF

LQDH

iShares Interest Rate Hedged Corporate Bond ETF

iShares

Annual cost

0.24%

Fund size

$506M

AGRH

iShares Interest Rate Hedged U.S. Aggregate Bond ETF

iShares

Annual cost

0.13%

Fund size

$5M

Key differences

  • AGRH costs 0.11% less per year.
  • LQDH is significantly larger than AGRH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, LQDH has delivered higher annualized returns.
  • LQDH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LQDHAGRH
Annual cost (TER)0.24%0.13%
Fund size (AUM)$506M$5M
Since20142022
Dividend yield6.11%4.61%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.5%+6.5%
CAGR 3Y+8.6%+6.1%
CAGR 5Y+5.3%N/A
Sharpe 3Y1.381.42
Volatility 1Y2.73%1.44%
Max drawdown-24.63%-1.73%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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