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ICSH vs BWX

iShares Ultra Short Duration Bond Active ETF vs State Street SPDR Bloomberg International Treasury Bond ETF

ICSH

iShares Ultra Short Duration Bond Active ETF

iShares

Annual cost

0.08%

Fund size

$7.3B

BWX

State Street SPDR Bloomberg International Treasury Bond ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

Key differences

  • ICSH costs 0.27% less per year.
  • ICSH is significantly larger than BWX — larger funds tend to be more liquid and less likely to close.
  • ICSH covers north america markets; BWX covers global ex us.
  • ICSH follows a active selection strategy; BWX uses index tracking.
  • Over the last 3 years, ICSH has delivered higher annualized returns.
  • BWX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ICSHBWX
Annual cost (TER)0.08%0.35%
Fund size (AUM)$7.3B$1.5B
Since20132007
Dividend yield4.41%2.27%
Asset classfixed incomefixed income
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+4.4%-1.0%
CAGR 3Y+5.2%+0.7%
CAGR 5Y+3.7%-4.3%
Sharpe 3Y3.35-0.27
Volatility 1Y0.41%7.81%
Max drawdown-3.94%-34.00%

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

Similar to ICSH and BWX