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BYLD vs FLDR

iShares Yield Optimized Bond ETF vs Fidelity Low Duration Bond Factor ETF

BYLD

iShares Yield Optimized Bond ETF

iShares

Annual cost

0.13%

Fund size

$387M

FLDR

Fidelity Low Duration Bond Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$1.4B

Key differences

  • FLDR is significantly larger than BYLD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, BYLD has delivered higher annualized returns.

Side-by-side comparison

BYLDFLDR
Annual cost (TER)0.13%0.15%
Fund size (AUM)$387M$1.4B
Since20142018
Dividend yield5.35%4.49%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.7%+4.9%
CAGR 3Y+6.6%+5.6%
CAGR 5Y+2.4%+3.8%
Sharpe 3Y0.631.83
Volatility 1Y3.86%0.81%
Max drawdown-14.75%-12.23%

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

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