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BNDY vs IUSB

Horizon Core Bond ETF vs iShares Core Universal USD Bond ETF

BNDY

Horizon Core Bond ETF

Horizon Investments

Annual cost

0.66%

Fund size

$186M

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

Key differences

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

Side-by-side comparison

BNDYIUSB
Annual cost (TER)0.66%0.06%
Fund size (AUM)$186M$36.5B
Since20252014
Dividend yield4.24%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+6.0%
CAGR 3YN/A+4.2%
CAGR 5YN/A+0.5%
Sharpe 3YN/A0.15
Volatility 1Y3.66%
Max drawdown-3.93%-17.90%

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

Similar to BNDY and IUSB