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BWZ vs SPBO

State Street SPDR Bloomberg Short Term International Treasury Bond ETF vs State Street SPDR Portfolio Corporate Bond ETF

BWZ

State Street SPDR Bloomberg Short Term International Treasury Bond ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$324M

SPBO

State Street SPDR Portfolio Corporate Bond ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$2.0B

Key differences

  • SPBO costs 0.32% less per year.
  • SPBO is significantly larger than BWZ — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPBO has delivered higher annualized returns.

Side-by-side comparison

BWZSPBO
Annual cost (TER)0.35%0.03%
Fund size (AUM)$324M$2.0B
Since20092011
Dividend yield2.02%5.12%
Asset classfixed incomefixed income
Regionglobal
Strategyindex trackingindex tracking
CAGR 1Y+0.5%+7.2%
CAGR 3Y+2.2%+5.7%
CAGR 5Y-2.0%+0.9%
Sharpe 3Y-0.140.36
Volatility 1Y7.03%4.45%
Max drawdown-24.89%-22.04%

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

Similar to BWZ and SPBO