Skip to content
Beacon
Screener

BWZ vs ICSH

State Street SPDR Bloomberg Short Term International Treasury Bond ETF vs iShares Ultra Short Duration Bond Active ETF

BWZ

State Street SPDR Bloomberg Short Term International Treasury Bond ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$324M

ICSH

iShares Ultra Short Duration Bond Active ETF

iShares

Annual cost

0.08%

Fund size

$7.3B

Key differences

  • ICSH costs 0.27% less per year.
  • ICSH is significantly larger than BWZ — larger funds tend to be more liquid and less likely to close.
  • BWZ follows a index tracking strategy; ICSH uses active selection.
  • Over the last 3 years, ICSH has delivered higher annualized returns.

Side-by-side comparison

BWZICSH
Annual cost (TER)0.35%0.08%
Fund size (AUM)$324M$7.3B
Since20092013
Dividend yield2.02%4.41%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+0.5%+4.4%
CAGR 3Y+2.2%+5.2%
CAGR 5Y-2.0%+3.7%
Sharpe 3Y-0.143.35
Volatility 1Y7.03%0.41%
Max drawdown-24.89%-3.94%

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

Similar to BWZ and ICSH