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AGZ
-0.12 · -0.11%
$109.96 · NYSE ARCA

iShares Agency Bond ETF (AGZ) ETF Analysis | Short Government

iShares · United States
AUM:$551.7M
#– of – in Short Government ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

AGZ returned +3.5% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.20% — competitive for the exposure provided.

What is AGZ?

The index measures the performance of the agency sector of the U. government bond market and is composed of investment-grade U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
AGZ returned 3.5% over the past year.
Competitive Expense Ratio
Expense ratio of 0.20% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 2.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$551.7M
Expense Ratio0.20%
Dividend Yield3.76%
Holdings1
Inception DateNov 2008
DomicileUnited States
DistributionNA
IndexBloomberg US Aggregate Government – Agency
ProvideriShares
Beta0.46
CategoryShort Government
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.7%
1Y
+1.0%
3Y
+11.7%
5Y
+3.8%
OpenBook InsightIf you had invested £10,000 in AGZ 5 years ago, it would have grown to £10,384 — a gain of £384.

Annual Returns

Calendar year performance

AGZ delivered positive returns in 3 of the last 5 calendar years.
YearAGZ
2026 YTD-0.8%
2025+6.1%
2024+3.3%
2023+5.0%
2022-7.5%
CAGR 4yr+1.6%
3/5 positive yearsAvg return: +1.2%Worst year: -7.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
2.5%
Low
Momentum
-0.2%
30-day change
Support Level
108.31
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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