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ICSH vs IMTB

iShares Ultra Short Duration Bond Active ETF vs iShares Core 5-10 Year USD Bond ETF

ICSH

iShares Ultra Short Duration Bond Active ETF

Annual cost

0.08%

Fund size

$7.6B

IMTB

iShares Core 5-10 Year USD Bond ETF

Annual cost

0.06%

Fund size

$280M

Key differences

Both ICSH and IMTB are fixed income ETFs. ICSH charges 0.08% a year and IMTB 0.06%. The main difference: ICSH follows a active selection strategy; IMTB uses index tracking.

  • ICSH follows a active selection strategy; IMTB uses index tracking.
  • ICSH is much larger than IMTB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ICSHIMTB
Annual cost (TER)0.08%0.06%
Fund size (AUM)$7.6B$280M
Since20132016
Dividend yield4.38%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.3%+6.0%
CAGR 3Y+5.2%+4.7%
CAGR 5Y+3.7%+0.5%
Sharpe 3Y3.370.21
Volatility 1Y0.41%4.00%
Max drawdown-3.94%-18.15%

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

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