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FTRB vs IGEB

Federated Hermes Total Return Bond ETF vs iShares Investment Grade Systematic Bond ETF

FTRB

Federated Hermes Total Return Bond ETF

Annual cost

0.39%

Fund size

$551M

IGEB

iShares Investment Grade Systematic Bond ETF

Annual cost

0.18%

Fund size

$1.4B

Key differences

Both FTRB and IGEB are fixed income ETFs. FTRB charges 0.39% a year and IGEB 0.18%. The main difference: FTRB follows a active selection strategy; IGEB uses index tracking.

  • FTRB follows a active selection strategy; IGEB uses index tracking.
  • IGEB costs 0.21% less per year.
  • IGEB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTRBIGEB
Annual cost (TER)0.39%0.18%
Fund size (AUM)$551M$1.4B
Since20242017
Dividend yield4.29%5.01%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.2%+5.7%
CAGR 3YN/A+6.2%
CAGR 5YN/A+1.2%
Sharpe 3YN/A0.46
Volatility 1Y3.57%4.17%
Max drawdown-4.83%-21.13%

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

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