Screener
BFOR vs IMTB
Barron's 400 ETF vs iShares Core 5-10 Year USD Bond ETF
Key differences
- IMTB costs 0.59% less per year.
- BFOR is classified as equity, while IMTB is fixed income — different risk/return profiles.
- Over the last 3 years, BFOR has delivered higher annualized returns.
Side-by-side comparison
| BFOR | IMTB | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.06% |
| Fund size (AUM) | $211M | $280M |
| Since | 2013 | 2016 |
| Dividend yield | 0.55% | 4.46% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.3% | +6.6% |
| CAGR 3Y | +20.1% | +4.5% |
| CAGR 5Y | +10.0% | +0.5% |
| Sharpe 3Y | 0.94 | 0.17 |
| Volatility 1Y | 14.92% | 4.06% |
| Max drawdown | -41.27% | -18.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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