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BNDY vs SYSB

Horizon Core Bond ETF vs iShares Systematic Bond ETF

BNDY

Horizon Core Bond ETF

Horizon Investments

Annual cost

0.66%

Fund size

$186M

SYSB

iShares Systematic Bond ETF

iShares

Annual cost

0.25%

Fund size

$1.0B

Key differences

  • SYSB costs 0.41% less per year.
  • SYSB is significantly larger than BNDY — larger funds tend to be more liquid and less likely to close.
  • BNDY is classified as alternative, while SYSB is fixed income — different risk/return profiles.
  • BNDY follows a option income strategy; SYSB uses index tracking.
  • SYSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BNDYSYSB
Annual cost (TER)0.66%0.25%
Fund size (AUM)$186M$1.0B
Since20252015
Dividend yield4.64%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+5.7%
CAGR 3YN/A+6.5%
CAGR 5YN/A+1.5%
Sharpe 3YN/A0.66
Volatility 1Y3.78%
Max drawdown-3.93%-18.47%

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

Similar to BNDY and SYSB