Screener
IGBH vs ZTRE
iShares Interest Rate Hedged Long-Term Corporate Bond ETF vs F/M 3-Year Investment Grade Corporate Bond ETF
Key differences
Both IGBH and ZTRE are fixed income ETFs. IGBH charges 0.14% a year and ZTRE 0.15%. The main difference: IGBH is much larger than ZTRE. Larger funds are usually more liquid and less likely to close.
- IGBH is much larger than ZTRE. Larger funds are usually more liquid and less likely to close.
- IGBH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IGBH | ZTRE | |
|---|---|---|
| Annual cost (TER) | 0.14% | 0.15% |
| Fund size (AUM) | $189M | $40M |
| Since | 2015 | 2024 |
| Dividend yield | 5.75% | 4.61% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +8.6% | +4.3% |
| CAGR 3Y | +8.9% | N/A |
| CAGR 5Y | +5.3% | N/A |
| Sharpe 3Y | 1.04 | N/A |
| Volatility 1Y | 4.03% | 1.87% |
| Max drawdown | -33.67% | -1.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.