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FSEC vs IUSB

Fidelity Investment Grade Securitized ETF vs iShares Core Universal USD Bond ETF

FSEC

Fidelity Investment Grade Securitized ETF

Fidelity Investments

Annual cost

0.36%

Fund size

$4.4B

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

Key differences

  • IUSB costs 0.30% less per year.
  • IUSB is significantly larger than FSEC — larger funds tend to be more liquid and less likely to close.
  • IUSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FSECIUSB
Annual cost (TER)0.36%0.06%
Fund size (AUM)$4.4B$36.5B
Since20212014
Dividend yield4.33%4.24%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.9%+6.0%
CAGR 3Y+4.5%+4.2%
CAGR 5Y+0.5%+0.5%
Sharpe 3Y0.160.15
Volatility 1Y5.39%3.66%
Max drawdown-17.97%-17.90%

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

Similar to FSEC and IUSB