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FTRB vs SYSB

Federated Hermes Total Return Bond ETF vs iShares Systematic Bond ETF

FTRB

Federated Hermes Total Return Bond ETF

Annual cost

0.39%

Fund size

$551M

SYSB

iShares Systematic Bond ETF

Annual cost

0.25%

Fund size

$1.1B

Key differences

Both FTRB and SYSB are fixed income ETFs. FTRB charges 0.39% a year and SYSB 0.25%. The main difference: FTRB follows a active selection strategy; SYSB uses index tracking.

  • FTRB follows a active selection strategy; SYSB uses index tracking.
  • SYSB costs 0.14% less per year.
  • SYSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTRBSYSB
Annual cost (TER)0.39%0.25%
Fund size (AUM)$551M$1.1B
Since20242015
Dividend yield4.29%4.62%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.2%+5.5%
CAGR 3YN/A+7.0%
CAGR 5YN/A+1.6%
Sharpe 3YN/A0.75
Volatility 1Y3.57%3.88%
Max drawdown-4.83%-18.47%

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

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