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BYLD vs MEAR

iShares Yield Optimized Bond ETF vs iShares Short Maturity Municipal Bond Active ETF

BYLD

iShares Yield Optimized Bond ETF

iShares

Annual cost

0.13%

Fund size

$387M

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

Key differences

  • BYLD costs 0.13% less per year.
  • MEAR is significantly larger than BYLD — larger funds tend to be more liquid and less likely to close.
  • BYLD follows a index tracking strategy; MEAR uses active selection.
  • Over the last 3 years, BYLD has delivered higher annualized returns.

Side-by-side comparison

BYLDMEAR
Annual cost (TER)0.13%0.26%
Fund size (AUM)$387M$1.3B
Since20142015
Dividend yield5.35%2.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+7.5%+3.3%
CAGR 3Y+6.3%+3.6%
CAGR 5Y+2.3%+2.4%
Sharpe 3Y0.58-0.02
Volatility 1Y3.85%0.86%
Max drawdown-14.75%-2.68%

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

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