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HYBX vs IMTB

TCW High Yield Bond ETF vs iShares Core 5-10 Year USD Bond ETF

HYBX

TCW High Yield Bond ETF

Annual cost

0.50%

Fund size

$32M

IMTB

iShares Core 5-10 Year USD Bond ETF

Annual cost

0.06%

Fund size

$280M

Key differences

Both HYBX and IMTB are fixed income ETFs. HYBX charges 0.50% a year and IMTB 0.06%. The main difference: HYBX follows a active selection strategy; IMTB uses index tracking.

  • HYBX follows a active selection strategy; IMTB uses index tracking.
  • HYBX covers global markets excluding the US; IMTB covers North America.
  • IMTB costs 0.44% less per year.
  • IMTB is much larger than HYBX. Larger funds are usually more liquid and less likely to close.
  • HYBX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HYBXIMTB
Annual cost (TER)0.50%0.06%
Fund size (AUM)$32M$280M
Since19932016
Dividend yield7.53%4.48%
Asset classfixed incomefixed income
Regionglobal ex usnorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.5%+5.3%
CAGR 3YN/A+4.5%
CAGR 5YN/A+0.5%
Sharpe 3YN/A0.17
Volatility 1Y6.64%4.05%
Max drawdown-3.93%-18.15%

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

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