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FALN vs IUSB

iShares Fallen Angels USD Bond ETF vs iShares Core Universal USD Bond ETF

FALN

iShares Fallen Angels USD Bond ETF

iShares

Annual cost

0.25%

Fund size

$1.8B

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

Key differences

  • IUSB costs 0.19% less per year.
  • IUSB is significantly larger than FALN — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FALN has delivered higher annualized returns.

Side-by-side comparison

FALNIUSB
Annual cost (TER)0.25%0.06%
Fund size (AUM)$1.8B$36.5B
Since20162014
Dividend yield6.42%4.24%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.6%+6.0%
CAGR 3Y+9.6%+4.6%
CAGR 5Y+4.0%+0.6%
Sharpe 3Y1.010.21
Volatility 1Y4.58%3.66%
Max drawdown-29.22%-17.90%

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

Similar to FALN and IUSB