AGGS vs FLXR
Harbor Disciplined Bond ETF vs TCW Flexible Income ETF
Which is better, AGGS or FLXR?
FLXR has been ahead.
AGGS has a lower expense ratio. FLXR led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AGGS | FLXR |
|---|---|---|
| Expense Ratio | 0.35%Best | 0.40% |
| AUM | $38M | - |
| Dividend Yield | 5.38% | 6.26% |
| Holdings | 581 | 1,602 |
| YTD Return | -1.58% | +0.03%Best |
| 1Y Return | -1.41% | +1.00%Best |
| Volatility (annualized) | 4.6% | 3.3%Best |
| Max Drawdown | -4.7% | -2.3%Best |
| $10,000 over 2.3 years | $10,706 | $11,347Best |
| Fund Family | Harbor Funds | TCW ETFs |
| Category | Fixed Income | Fixed Income |
| Style | Intermediate Term Bond | Intermediate Term Bond |
| Inception | May 1, 2024 | Jun 24, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jun 24, 2024 to Oct 14, 2026 (2.3 years).
AGGS vs FLXR growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.3 years both funds cover.
AGGS vs FLXR Performance
Harbor Disciplined Bond ETF (AGGS) is an ETF from Harbor Funds and TCW Flexible Income ETF (FLXR) is an ETF from TCW ETFs. Over the past year AGGS returned -1.41% while FLXR returned +1.00%. Year to date, AGGS is down 1.58% versus a gain of 0.03% for FLXR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AGGS has been the more volatile fund, with annualized monthly volatility of 4.6% compared with 3.3% for FLXR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -4.7% for AGGS and -2.3% for FLXR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AGGS charges 0.35% per year while FLXR charges 0.40%. On a $10,000 position that is $35 vs $40 annually, a gap of $5 per year that compounds over a long holding period. On income, AGGS currently yields 5.38% against 6.26% for FLXR.
Holdings Overlap
We hold position weights for 128 holdings in AGGS and 54 in FLXR, totalling 45.2% and 13.7% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 128 positions we hold weights for in AGGS and 54 in FLXR, against full books of 581 and 1,602.
You are not choosing between two funds in isolation.
Whichever of AGGS and FLXR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AGGS or FLXR?
AGGS has an expense ratio of 0.35% while FLXR charges 0.40%. AGGS is the cheaper option, by $5 a year on a $10,000 investment.
Which performed better, AGGS or FLXR?
Over the past year AGGS returned -1.41% vs +1.00% for FLXR, so FLXR leads on 1-year performance. Over the longest common window we track (2 years), AGGS annualized +3.01% vs +5.65% for FLXR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AGGS or FLXR?
AGGS has been the more volatile fund at 4.6% annualized versus 3.3% for FLXR. Worst drawdown: AGGS -4.7% vs FLXR -2.3%.
Should I hold both AGGS and FLXR?
AGGS and FLXR have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AGGS or FLXR?
AGGS yields 5.38% while FLXR yields 6.26%, so FLXR currently pays the higher dividend yield.
Is FLXR better than AGGS?
AGGS has a lower expense ratio. FLXR led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.