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BRTR vs TLT

iShares Total Return Active ETF vs iShares 20+ Year Treasury Bond ETF

BRTR

iShares Total Return Active ETF

BlackRock

Annual cost

0.38%

Fund size

$557M

TLT

iShares 20+ Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$42.9B

Key differences

  • TLT costs 0.23% less per year.
  • TLT is significantly larger than BRTR — larger funds tend to be more liquid and less likely to close.
  • TLT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BRTRTLT
Annual cost (TER)0.38%0.15%
Fund size (AUM)$557M$42.9B
Since20232002
Dividend yield4.69%4.57%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.7%+5.5%
CAGR 3YN/A-1.6%
CAGR 5YN/A-5.8%
Sharpe 3YN/A-0.30
Volatility 1Y3.77%9.95%
Max drawdown-5.07%-48.35%

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

Similar to BRTR and TLT