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DBND vs IMTB

DoubleLine Opportunistic Core Bond ETF vs iShares Core 5-10 Year USD Bond ETF

DBND

DoubleLine Opportunistic Core Bond ETF

DoubleLine ETF Trust

Annual cost

0.45%

Fund size

$720M

IMTB

iShares Core 5-10 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$280M

Key differences

  • IMTB costs 0.39% less per year.
  • DBND follows a active selection strategy; IMTB uses index tracking.
  • IMTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DBNDIMTB
Annual cost (TER)0.45%0.06%
Fund size (AUM)$720M$280M
Since20222016
Dividend yield4.78%4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.3%+6.6%
CAGR 3Y+4.3%+4.5%
CAGR 5YN/A+0.5%
Sharpe 3Y0.160.17
Volatility 1Y3.33%4.06%
Max drawdown-9.19%-18.15%

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

Similar to DBND and IMTB