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BNDY vs IMTB

Horizon Core Bond ETF vs iShares Core 5-10 Year USD Bond ETF

BNDY

Horizon Core Bond ETF

Horizon Investments

Annual cost

0.66%

Fund size

$186M

IMTB

iShares Core 5-10 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$280M

Key differences

  • IMTB costs 0.60% less per year.
  • BNDY is classified as alternative, while IMTB is fixed income — different risk/return profiles.
  • BNDY follows a option income strategy; IMTB uses index tracking.
  • IMTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BNDYIMTB
Annual cost (TER)0.66%0.06%
Fund size (AUM)$186M$280M
Since20252016
Dividend yield4.46%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+6.6%
CAGR 3YN/A+4.5%
CAGR 5YN/A+0.5%
Sharpe 3YN/A0.17
Volatility 1Y4.06%
Max drawdown-3.93%-18.15%

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

Similar to BNDY and IMTB