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FLOT vs IMTB

iShares Floating Rate Bond ETF vs iShares Core 5-10 Year USD Bond ETF

FLOT

iShares Floating Rate Bond ETF

Annual cost

0.15%

Fund size

$9.5B

IMTB

iShares Core 5-10 Year USD Bond ETF

Annual cost

0.06%

Fund size

$280M

Key differences

Both FLOT and IMTB are fixed income ETFs. FLOT charges 0.15% a year and IMTB 0.06%. The main difference: IMTB costs 0.09% less per year.

  • IMTB costs 0.09% less per year.
  • FLOT is much larger than IMTB. Larger funds are usually more liquid and less likely to close.
  • FLOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FLOTIMTB
Annual cost (TER)0.15%0.06%
Fund size (AUM)$9.5B$280M
Since20112016
Dividend yield4.60%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.9%+6.3%
CAGR 3Y+5.7%+5.2%
CAGR 5Y+4.2%+0.7%
Sharpe 3Y1.450.29
Volatility 1Y0.75%4.04%
Max drawdown-13.54%-18.15%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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