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EMNT vs SUSB

PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund vs iShares ESG 1-5 Year USD Corporate Bond ETF

EMNT

PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund

Annual cost

0.24%

Fund size

$207M

SUSB

iShares ESG 1-5 Year USD Corporate Bond ETF

Annual cost

0.12%

Fund size

$1.1B

Key differences

  • SUSB costs 0.12% less per year.
  • SUSB is significantly larger than EMNT — larger funds tend to be more liquid and less likely to close.
  • EMNT follows a active selection strategy; SUSB uses index tracking.

Side-by-side comparison

EMNTSUSB
Annual cost (TER)0.24%0.12%
Fund size (AUM)$207M$1.1B
Since20192017
Dividend yield4.12%4.49%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.5%+4.9%
CAGR 3Y+5.3%+5.5%
CAGR 5Y+3.5%+2.3%
Sharpe 3Y2.050.73
Volatility 1Y0.41%1.93%
Max drawdown-2.28%-13.25%

Similar to EMNT and SUSB