Screener
PFIX vs AGRH
Simplify Interest Rate Hedge ETF vs iShares Interest Rate Hedged U.S. Aggregate Bond ETF
Key differences
Both PFIX and AGRH are fixed income ETFs. PFIX charges 0.50% a year and AGRH 0.13%. The main difference: PFIX follows a tactical allocation strategy; AGRH uses index tracking.
- PFIX follows a tactical allocation strategy; AGRH uses index tracking.
- AGRH costs 0.37% less per year.
- PFIX is much larger than AGRH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PFIX has delivered higher annualized returns.
Side-by-side comparison
| PFIX | AGRH | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.13% |
| Fund size (AUM) | $231M | $5M |
| Since | 2021 | 2022 |
| Dividend yield | 4.55% | 4.39% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | -13.2% | +6.1% |
| CAGR 3Y | +14.5% | +6.0% |
| CAGR 5Y | +16.7% | N/A |
| Sharpe 3Y | 0.45 | 1.35 |
| Volatility 1Y | 30.44% | 1.44% |
| Max drawdown | -36.17% | -1.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.