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BBBS vs SPBO

Bondbloxx BBB Rated 1-5 Year Corporate Bond ETF vs State Street SPDR Portfolio Corporate Bond ETF

BBBS

Bondbloxx BBB Rated 1-5 Year Corporate Bond ETF

BondBloxx Investment Management

Annual cost

0.19%

Fund size

$166M

SPBO

State Street SPDR Portfolio Corporate Bond ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$2.0B

Key differences

  • SPBO costs 0.16% less per year.
  • SPBO is significantly larger than BBBS — larger funds tend to be more liquid and less likely to close.
  • SPBO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BBBSSPBO
Annual cost (TER)0.19%0.03%
Fund size (AUM)$166M$2.0B
Since20242011
Dividend yield4.57%5.12%
Asset classfixed incomefixed income
Regionglobalglobal
Strategyindex trackingindex tracking
CAGR 1Y+4.9%+7.2%
CAGR 3YN/A+5.7%
CAGR 5YN/A+0.9%
Sharpe 3YN/A0.36
Volatility 1Y1.90%4.45%
Max drawdown-1.45%-22.04%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BBBS and SPBO