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BOND vs SPBO

PIMCO Active Bond Exchange-Traded Fund vs State Street SPDR Portfolio Corporate Bond ETF

BOND

PIMCO Active Bond Exchange-Traded Fund

PIMCO

Annual cost

0.54%

Fund size

$7.9B

SPBO

State Street SPDR Portfolio Corporate Bond ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$2.0B

Key differences

  • SPBO costs 0.51% less per year.
  • BOND is significantly larger than SPBO — larger funds tend to be more liquid and less likely to close.
  • BOND covers north america markets; SPBO covers global.
  • BOND follows a active selection strategy; SPBO uses index tracking.

Side-by-side comparison

BONDSPBO
Annual cost (TER)0.54%0.03%
Fund size (AUM)$7.9B$2.0B
Since20122011
Dividend yield5.17%5.12%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+7.1%+7.2%
CAGR 3Y+4.7%+5.7%
CAGR 5Y+0.5%+0.9%
Sharpe 3Y0.230.36
Volatility 1Y4.00%4.45%
Max drawdown-19.71%-22.04%

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

Similar to BOND and SPBO