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BNDY vs ILTB

Horizon Core Bond ETF vs iShares Core 10+ Year USD Bond ETF

BNDY

Horizon Core Bond ETF

Horizon Investments

Annual cost

0.66%

Fund size

$186M

ILTB

iShares Core 10+ Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$588M

Key differences

  • ILTB costs 0.60% less per year.
  • ILTB is significantly larger than BNDY — larger funds tend to be more liquid and less likely to close.
  • BNDY is classified as alternative, while ILTB is fixed income — different risk/return profiles.
  • BNDY follows a option income strategy; ILTB uses index tracking.
  • ILTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BNDYILTB
Annual cost (TER)0.66%0.06%
Fund size (AUM)$186M$588M
Since20252009
Dividend yield4.94%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+8.2%
CAGR 3YN/A+2.5%
CAGR 5YN/A-2.7%
Sharpe 3YN/A-0.04
Volatility 1Y8.07%
Max drawdown-3.93%-36.89%

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

Similar to BNDY and ILTB