Screener
FIXT vs IUSB
TCW Core Plus Bond ETF vs iShares Core Universal USD Bond ETF
Key differences
Both FIXT and IUSB are fixed income ETFs. FIXT charges 0.40% a year and IUSB 0.06%. The main difference: FIXT follows a active selection strategy; IUSB uses index tracking.
- FIXT follows a active selection strategy; IUSB uses index tracking.
- FIXT covers global markets; IUSB covers North America.
- IUSB costs 0.34% less per year.
- IUSB is much larger than FIXT. Larger funds are usually more liquid and less likely to close.
- FIXT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FIXT | IUSB | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.06% |
| Fund size (AUM) | $210M | $39.8B |
| Since | 2002 | 2014 |
| Dividend yield | 5.14% | 4.24% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +4.7% |
| CAGR 3Y | N/A | +4.2% |
| CAGR 5Y | N/A | +0.4% |
| Sharpe 3Y | N/A | 0.14 |
| Volatility 1Y | — | 3.60% |
| Max drawdown | -3.02% | -17.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.