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BOND vs SPIB

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

BOND

PIMCO Active Bond Exchange-Traded Fund

PIMCO

Annual cost

0.54%

Fund size

$7.9B

SPIB

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$11.0B

Key differences

  • SPIB costs 0.50% less per year.
  • BOND follows a active selection strategy; SPIB uses index tracking.
  • Over the last 3 years, SPIB has delivered higher annualized returns.

Side-by-side comparison

BONDSPIB
Annual cost (TER)0.54%0.04%
Fund size (AUM)$7.9B$11.0B
Since20122009
Dividend yield5.17%4.43%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+7.1%+5.8%
CAGR 3Y+4.7%+5.8%
CAGR 5Y+0.5%+1.9%
Sharpe 3Y0.230.58
Volatility 1Y4.00%2.85%
Max drawdown-19.71%-14.94%

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

Similar to BOND and SPIB