Skip to content
Beacon
Screener

FLTB vs IUSB

Fidelity Limited Term Bond ETF vs iShares Core Universal USD Bond ETF

FLTB

Fidelity Limited Term Bond ETF

Fidelity Investments

Annual cost

0.25%

Fund size

$389M

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

Key differences

  • IUSB costs 0.19% less per year.
  • IUSB is significantly larger than FLTB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FLTB has delivered higher annualized returns.

Side-by-side comparison

FLTBIUSB
Annual cost (TER)0.25%0.06%
Fund size (AUM)$389M$36.5B
Since20142014
Dividend yield4.36%4.24%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.7%+6.0%
CAGR 3Y+5.3%+4.2%
CAGR 5Y+2.2%+0.5%
Sharpe 3Y0.670.15
Volatility 1Y2.14%3.66%
Max drawdown-9.37%-17.90%

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

Similar to FLTB and IUSB