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AGZ iShares Agency Bond

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Fund AGZ iShares Agency Bond IEI iShares 3-7 Year Treasury Bond  
Similarity
?
100% 86%
Annual Fees
?
$20.42
(0.20% Exp. Ratio)
$15.32
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.11% annual return
$17,604.87 $17,871.40
Est. savings over 30 yrs +$266.53
Return
As of 10/31/16
1 YR RETURN 2.34%
3 YR 2.24%
5 YR 1.73%
10 YR --
1 YR RETURN 2.77%
3 YR 2.32%
5 YR 1.86%
10 YR --
Description
The investment seeks to track the investment results of the Bloomberg Barclays U.S. Agency Bond Index. The underlying index measures the performance of the agency sector of the U.S. government bond market and is comprised of investment-grade U.S. dollar-denominated bonds or debentures issued by government and government-related agencies, including the Federal National Mortgage Association and the Federal Home Loan Mortgage Corporation. The fund generally will invest at least 90% of its assets in the component securities of the underlying index.
The investment seeks to track the investment results of the ICE U.S. Treasury 3-7 Year Bond Index (the "underlying index"). The fund generally invests at least 90% of its assets in the bonds of the underlying index and at least 95% of its assets in U.S. government bonds. The underlying index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than three years and less than or equal to seven years.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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