Screener
BFOR vs IUSB
Barron's 400 ETF vs iShares Core Universal USD Bond ETF
Key differences
- IUSB costs 0.59% less per year.
- IUSB is significantly larger than BFOR — larger funds tend to be more liquid and less likely to close.
- BFOR is classified as equity, while IUSB is fixed income — different risk/return profiles.
- Over the last 3 years, BFOR has delivered higher annualized returns.
Side-by-side comparison
| BFOR | IUSB | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.06% |
| Fund size (AUM) | $211M | $36.5B |
| Since | 2013 | 2014 |
| Dividend yield | 0.55% | 4.24% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.3% | +6.0% |
| CAGR 3Y | +20.1% | +4.2% |
| CAGR 5Y | +10.0% | +0.5% |
| Sharpe 3Y | 0.94 | 0.15 |
| Volatility 1Y | 14.92% | 3.66% |
| Max drawdown | -41.27% | -17.90% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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