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IGBH vs IMTB

iShares Interest Rate Hedged Long-Term Corporate Bond ETF vs iShares Core 5-10 Year USD Bond ETF

IGBH

iShares Interest Rate Hedged Long-Term Corporate Bond ETF

Annual cost

0.14%

Fund size

$189M

IMTB

iShares Core 5-10 Year USD Bond ETF

Annual cost

0.06%

Fund size

$280M

Key differences

Both IGBH and IMTB are fixed income ETFs. IGBH charges 0.14% a year and IMTB 0.06%. The main difference: IMTB costs 0.08% less per year.

  • IMTB costs 0.08% less per year.
  • Over the last three years, IGBH has delivered higher annualized returns.

Side-by-side comparison

IGBHIMTB
Annual cost (TER)0.14%0.06%
Fund size (AUM)$189M$280M
Since20152016
Dividend yield5.75%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.0%+6.3%
CAGR 3Y+9.1%+5.2%
CAGR 5Y+5.5%+0.7%
Sharpe 3Y1.070.29
Volatility 1Y4.04%4.04%
Max drawdown-33.67%-18.15%

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

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