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FISR vs IUSB
State Street Fixed Income Sector Rotation ETF vs iShares Core Universal USD Bond ETF
Key differences
- IUSB costs 0.44% less per year.
- IUSB is significantly larger than FISR — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IUSB has delivered higher annualized returns.
- IUSB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FISR | IUSB | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.06% |
| Fund size (AUM) | $514M | $36.5B |
| Since | 2019 | 2014 |
| Dividend yield | 4.11% | 4.24% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.5% | +6.0% |
| CAGR 3Y | +3.0% | +4.2% |
| CAGR 5Y | -0.7% | +0.5% |
| Sharpe 3Y | -0.06 | 0.15 |
| Volatility 1Y | 4.41% | 3.66% |
| Max drawdown | -20.27% | -17.90% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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