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BRLN vs IGBH

iShares Floating Rate Loan Active ETF vs iShares Interest Rate Hedged Long-Term Corporate Bond ETF

BRLN

iShares Floating Rate Loan Active ETF

Annual cost

0.55%

Fund size

$54M

IGBH

iShares Interest Rate Hedged Long-Term Corporate Bond ETF

Annual cost

0.14%

Fund size

$189M

Key differences

Both BRLN and IGBH are fixed income ETFs. BRLN charges 0.55% a year and IGBH 0.14%. The main difference: BRLN follows a active selection strategy; IGBH uses index tracking.

  • BRLN follows a active selection strategy; IGBH uses index tracking.
  • IGBH costs 0.41% less per year.
  • IGBH is much larger than BRLN. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IGBH has delivered higher annualized returns.
  • IGBH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BRLNIGBH
Annual cost (TER)0.55%0.14%
Fund size (AUM)$54M$189M
Since20222015
Dividend yield6.40%5.75%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.8%+9.1%
CAGR 3Y+7.5%+9.1%
CAGR 5YN/A+5.3%
Sharpe 3Y1.111.06
Volatility 1Y3.14%4.04%
Max drawdown-3.85%-33.67%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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