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CPHY vs IMTB

F/m Compoundr High Yield Bond ETF vs iShares Core 5-10 Year USD Bond ETF

CPHY

F/m Compoundr High Yield Bond ETF

Annual cost

0.35%

Fund size

$7M

IMTB

iShares Core 5-10 Year USD Bond ETF

Annual cost

0.06%

Fund size

$280M

Key differences

Both CPHY and IMTB are fixed income ETFs. CPHY charges 0.35% a year and IMTB 0.06%. The main difference: IMTB costs 0.29% less per year.

  • IMTB costs 0.29% less per year.
  • IMTB is much larger than CPHY. Larger funds are usually more liquid and less likely to close.
  • IMTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CPHYIMTB
Annual cost (TER)0.35%0.06%
Fund size (AUM)$7M$280M
Since20252016
Dividend yield4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+6.3%
CAGR 3YN/A+5.2%
CAGR 5YN/A+0.7%
Sharpe 3YN/A0.29
Volatility 1Y4.04%
Max drawdown-2.51%-18.15%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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