Screener
WMSB vs AGG
Weitz Multisector Bond ETF vs iShares Core U.S. Aggregate Bond ETF
Key differences
- AGG costs 0.62% less per year.
- AGG is significantly larger than WMSB — larger funds tend to be more liquid and less likely to close.
- AGG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WMSB | AGG | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.03% |
| Fund size (AUM) | $8M | $135.4B |
| Since | 2025 | 2003 |
| Dividend yield | — | 3.95% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +5.7% |
| CAGR 3Y | N/A | +4.0% |
| CAGR 5Y | N/A | +0.3% |
| Sharpe 3Y | N/A | 0.11 |
| Volatility 1Y | — | 3.90% |
| Max drawdown | -1.89% | -18.43% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to WMSB and AGG
Explore further