AGRH vs. USFR
Compare and contrast key facts about iShares Interest Rate Hedged U.S. Aggregate Bond ETF (AGRH) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR).
AGRH and USFR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. USFR is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg U.S. Treasury Floating Rate Bond Index. It was launched on Feb 4, 2014. Both AGRH and USFR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGRH or USFR.
Correlation
The correlation between AGRH and USFR is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
AGRH vs. USFR - Performance Comparison
Key characteristics
AGRH:
2.33
USFR:
15.35
AGRH:
3.19
USFR:
46.67
AGRH:
1.49
USFR:
11.82
AGRH:
2.52
USFR:
81.14
AGRH:
13.59
USFR:
646.50
AGRH:
0.32%
USFR:
0.01%
AGRH:
1.90%
USFR:
0.31%
AGRH:
-1.73%
USFR:
-1.35%
AGRH:
-0.45%
USFR:
0.00%
Returns By Period
In the year-to-date period, AGRH achieves a 0.83% return, which is significantly lower than USFR's 1.47% return.
AGRH
0.83%
0.96%
1.38%
4.40%
N/A
N/A
USFR
1.47%
0.37%
2.28%
4.80%
2.80%
2.46%
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AGRH vs. USFR - Expense Ratio Comparison
AGRH has a 0.13% expense ratio, which is lower than USFR's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
AGRH vs. USFR — Risk-Adjusted Performance Rank
AGRH
USFR
AGRH vs. USFR - 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 WisdomTree Bloomberg Floating Rate Treasury Fund (USFR). 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. USFR - Dividend Comparison
AGRH's dividend yield for the trailing twelve months is around 5.02%, more than USFR's 4.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | 4.77% | 5.17% | 5.12% | 1.78% | 0.02% | 0.40% | 2.08% | 1.67% | 1.03% | 0.29% |
Drawdowns
AGRH vs. USFR - Drawdown Comparison
The maximum AGRH drawdown since its inception was -1.73%, which is greater than USFR's maximum drawdown of -1.35%. Use the drawdown chart below to compare losses from any high point for AGRH and USFR. For additional features, visit the drawdowns tool.
Volatility
AGRH vs. USFR - Volatility Comparison
iShares Interest Rate Hedged U.S. Aggregate Bond ETF (AGRH) has a higher volatility of 0.92% compared to WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) at 0.10%. This indicates that AGRH's price experiences larger fluctuations and is considered to be riskier than USFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.