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FLTB vs SYSB

Fidelity Limited Term Bond ETF vs iShares Systematic Bond ETF

FLTB

Fidelity Limited Term Bond ETF

Annual cost

0.25%

Fund size

$401M

SYSB

iShares Systematic Bond ETF

Annual cost

0.25%

Fund size

$1.1B

Key differences

Both FLTB and SYSB are fixed income ETFs. FLTB charges 0.25% a year and SYSB 0.25%. The main difference: Over the last three years, SYSB has delivered higher annualized returns.

  • Over the last three years, SYSB has delivered higher annualized returns.

Side-by-side comparison

FLTBSYSB
Annual cost (TER)0.25%0.25%
Fund size (AUM)$401M$1.1B
Since20142015
Dividend yield4.36%4.62%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+5.6%
CAGR 3Y+5.5%+6.7%
CAGR 5Y+2.2%+1.5%
Sharpe 3Y0.730.69
Volatility 1Y2.10%3.82%
Max drawdown-9.37%-18.47%

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

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