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FSIG vs IUSB

First Trust Limited Duration Investment Grade Corporate ETF vs iShares Core Universal USD Bond ETF

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

First Trust

Annual cost

0.44%

Fund size

$1.5B

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

Key differences

  • IUSB costs 0.38% less per year.
  • IUSB is significantly larger than FSIG — 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

FSIGIUSB
Annual cost (TER)0.44%0.06%
Fund size (AUM)$1.5B$36.5B
Since20212014
Dividend yield4.60%4.24%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.7%+6.0%
CAGR 3Y+5.2%+4.6%
CAGR 5YN/A+0.6%
Sharpe 3Y0.570.21
Volatility 1Y2.28%3.66%
Max drawdown-6.89%-17.90%

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

Similar to FSIG and IUSB