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IGBH vs BRLN

iShares Interest Rate Hedged Long-Term Corporate Bond ETF vs iShares Floating Rate Loan Active ETF

IGBH

iShares Interest Rate Hedged Long-Term Corporate Bond ETF

Annual cost

0.14%

Fund size

$189M

BRLN

iShares Floating Rate Loan Active ETF

Annual cost

0.55%

Fund size

$54M

Key differences

Both IGBH and BRLN are fixed income ETFs. IGBH charges 0.14% a year and BRLN 0.55%. The main difference: IGBH follows a index tracking strategy; BRLN uses active selection.

  • IGBH follows a index tracking strategy; BRLN uses active selection.
  • IGBH costs 0.41% less per year.
  • IGBH is much larger than BRLN. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IGBH has delivered higher annualized returns.
  • IGBH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IGBHBRLN
Annual cost (TER)0.14%0.55%
Fund size (AUM)$189M$54M
Since20152022
Dividend yield5.75%6.40%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+9.1%+4.8%
CAGR 3Y+9.1%+7.5%
CAGR 5Y+5.3%N/A
Sharpe 3Y1.061.11
Volatility 1Y4.04%3.14%
Max drawdown-33.67%-3.85%

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

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