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FISR vs ISTB

State Street Fixed Income Sector Rotation ETF vs iShares Core 1-5 Year USD Bond ETF

FISR

State Street Fixed Income Sector Rotation ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$514M

ISTB

iShares Core 1-5 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$4.7B

Key differences

  • ISTB costs 0.44% less per year.
  • ISTB is significantly larger than FISR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ISTB has delivered higher annualized returns.
  • ISTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FISRISTB
Annual cost (TER)0.50%0.06%
Fund size (AUM)$514M$4.7B
Since20192012
Dividend yield4.11%4.20%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+4.4%
CAGR 3Y+3.0%+4.7%
CAGR 5Y-0.7%+1.8%
Sharpe 3Y-0.060.47
Volatility 1Y4.41%1.77%
Max drawdown-20.27%-9.34%

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

Similar to FISR and ISTB