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IEI vs IMTB

iShares 3-7 Year Treasury Bond ETF vs iShares Core 5-10 Year USD Bond ETF

IEI

iShares 3-7 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$18.5B

IMTB

iShares Core 5-10 Year USD Bond ETF

Annual cost

0.06%

Fund size

$280M

Key differences

Both IEI and IMTB are fixed income ETFs. IEI charges 0.15% a year and IMTB 0.06%. The main difference: IMTB costs 0.09% less per year.

  • IMTB costs 0.09% less per year.
  • IEI is much larger than IMTB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IMTB has delivered higher annualized returns.
  • IEI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IEIIMTB
Annual cost (TER)0.15%0.06%
Fund size (AUM)$18.5B$280M
Since20072016
Dividend yield3.62%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.2%+6.3%
CAGR 3Y+3.7%+5.2%
CAGR 5Y+0.3%+0.7%
Sharpe 3Y0.040.29
Volatility 1Y3.00%4.04%
Max drawdown-14.60%-18.15%

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

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