Screener
BRTR vs HYBX
iShares Total Return Active ETF vs TCW High Yield Bond ETF
Key differences
Both BRTR and HYBX are fixed income ETFs. BRTR charges 0.38% a year and HYBX 0.50%. The main difference: BRTR covers North America; HYBX covers global markets excluding the US.
- BRTR covers North America; HYBX covers global markets excluding the US.
- BRTR costs 0.12% less per year.
- BRTR is much larger than HYBX. Larger funds are usually more liquid and less likely to close.
- HYBX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BRTR | HYBX | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.50% |
| Fund size (AUM) | $663M | $32M |
| Since | 2023 | 1993 |
| Dividend yield | 4.65% | 7.53% |
| Asset class | fixed income | fixed income |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.1% | +5.5% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 3.66% | 6.64% |
| Max drawdown | -5.07% | -3.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.