AGRH vs. SVARX
Compare and contrast key facts about iShares Interest Rate Hedged U.S. Aggregate Bond ETF (AGRH) and Spectrum Low Volatility Fund (SVARX).
AGRH is a passively managed fund by iShares that tracks the performance of the BlackRock Interest Rate Hedged U.S. Aggregate Bond Index - Benchmark TR Gross. It was launched on Jun 22, 2022. SVARX is managed by Advisors Preferred. It was launched on Dec 15, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGRH or SVARX.
Correlation
The correlation between AGRH and SVARX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AGRH vs. SVARX - Performance Comparison
Key characteristics
AGRH:
2.33
SVARX:
1.35
AGRH:
3.19
SVARX:
1.94
AGRH:
1.49
SVARX:
1.26
AGRH:
2.52
SVARX:
1.37
AGRH:
13.59
SVARX:
3.65
AGRH:
0.32%
SVARX:
0.92%
AGRH:
1.90%
SVARX:
2.51%
AGRH:
-1.73%
SVARX:
-6.48%
AGRH:
-0.45%
SVARX:
-0.93%
Returns By Period
In the year-to-date period, AGRH achieves a 0.83% return, which is significantly higher than SVARX's 0.64% return.
AGRH
0.83%
0.96%
1.38%
4.40%
N/A
N/A
SVARX
0.64%
0.51%
0.59%
3.35%
6.41%
6.50%
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AGRH vs. SVARX - Expense Ratio Comparison
AGRH has a 0.13% expense ratio, which is lower than SVARX's 2.34% expense ratio.
Risk-Adjusted Performance
AGRH vs. SVARX — Risk-Adjusted Performance Rank
AGRH
SVARX
AGRH vs. SVARX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Interest Rate Hedged U.S. Aggregate Bond ETF (AGRH) and Spectrum Low Volatility Fund (SVARX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AGRH vs. SVARX - Dividend Comparison
AGRH's dividend yield for the trailing twelve months is around 5.02%, less than SVARX's 7.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGRH iShares Interest Rate Hedged U.S. Aggregate Bond ETF | 5.02% | 5.17% | 4.69% | 1.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SVARX Spectrum Low Volatility Fund | 7.97% | 9.35% | 3.35% | 0.00% | 5.85% | 4.46% | 4.91% | 2.41% | 6.90% | 9.07% | 3.02% | 2.82% |
Drawdowns
AGRH vs. SVARX - Drawdown Comparison
The maximum AGRH drawdown since its inception was -1.73%, smaller than the maximum SVARX drawdown of -6.48%. Use the drawdown chart below to compare losses from any high point for AGRH and SVARX. For additional features, visit the drawdowns tool.
Volatility
AGRH vs. SVARX - Volatility Comparison
iShares Interest Rate Hedged U.S. Aggregate Bond ETF (AGRH) has a higher volatility of 0.92% compared to Spectrum Low Volatility Fund (SVARX) at 0.53%. This indicates that AGRH's price experiences larger fluctuations and is considered to be riskier than SVARX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.