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FISR vs MEAR

State Street Fixed Income Sector Rotation ETF vs iShares Short Maturity Municipal Bond Active ETF

FISR

State Street Fixed Income Sector Rotation ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$514M

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

Key differences

  • MEAR costs 0.24% less per year.
  • FISR follows a index tracking strategy; MEAR uses active selection.

Side-by-side comparison

FISRMEAR
Annual cost (TER)0.50%0.26%
Fund size (AUM)$514M$1.3B
Since20192015
Dividend yield4.11%2.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.3%+3.3%
CAGR 3Y+3.4%+3.6%
CAGR 5Y-0.6%+2.4%
Sharpe 3Y0.000.02
Volatility 1Y4.41%0.86%
Max drawdown-20.27%-2.68%

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

Similar to FISR and MEAR