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CPHY vs ISTB

F/m Compoundr High Yield Bond ETF vs iShares Core 1-5 Year USD Bond ETF

CPHY

F/m Compoundr High Yield Bond ETF

Annual cost

0.35%

Fund size

$7M

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

Key differences

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

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

Side-by-side comparison

CPHYISTB
Annual cost (TER)0.35%0.06%
Fund size (AUM)$7M$4.7B
Since20252012
Dividend yield4.23%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+4.1%
CAGR 3YN/A+5.0%
CAGR 5YN/A+1.9%
Sharpe 3YN/A0.58
Volatility 1Y1.77%
Max drawdown-2.51%-9.34%

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

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