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MEAR vs AGZ

iShares Short Maturity Municipal Bond Active ETF vs iShares Agency Bond ETF

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

AGZ

iShares Agency Bond ETF

iShares

Annual cost

0.20%

Fund size

$552M

Key differences

  • AGZ costs 0.06% less per year.
  • MEAR follows a active selection strategy; AGZ uses index tracking.
  • AGZ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MEARAGZ
Annual cost (TER)0.26%0.20%
Fund size (AUM)$1.3B$552M
Since20152008
Dividend yield2.87%3.75%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.3%+4.1%
CAGR 3Y+3.6%+3.9%
CAGR 5Y+2.4%+1.2%
Sharpe 3Y-0.020.10
Volatility 1Y0.86%2.61%
Max drawdown-2.68%-11.01%

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

Similar to MEAR and AGZ