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ICSH vs BRTR

iShares Ultra Short Duration Bond Active ETF vs iShares Total Return Active ETF

ICSH

iShares Ultra Short Duration Bond Active ETF

Annual cost

0.08%

Fund size

$7.6B

BRTR

iShares Total Return Active ETF

Annual cost

0.38%

Fund size

$663M

Key differences

Both ICSH and BRTR are fixed income ETFs. ICSH charges 0.08% a year and BRTR 0.38%. The main difference: ICSH costs 0.30% less per year.

  • ICSH costs 0.30% less per year.
  • ICSH is much larger than BRTR. Larger funds are usually more liquid and less likely to close.
  • ICSH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ICSHBRTR
Annual cost (TER)0.08%0.38%
Fund size (AUM)$7.6B$663M
Since20132023
Dividend yield4.38%4.65%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+4.3%+5.7%
CAGR 3Y+5.2%N/A
CAGR 5Y+3.7%N/A
Sharpe 3Y3.37N/A
Volatility 1Y0.41%3.63%
Max drawdown-3.94%-5.07%

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

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