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IGEB vs ZTRE

iShares Investment Grade Systematic Bond ETF vs F/M 3-Year Investment Grade Corporate Bond ETF

IGEB

iShares Investment Grade Systematic Bond ETF

iShares

Annual cost

0.18%

Fund size

$1.4B

ZTRE

F/M 3-Year Investment Grade Corporate Bond ETF

F/m investments, LLC

Annual cost

0.15%

Fund size

$41M

Key differences

  • IGEB is significantly larger than ZTRE — larger funds tend to be more liquid and less likely to close.
  • IGEB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IGEBZTRE
Annual cost (TER)0.18%0.15%
Fund size (AUM)$1.4B$41M
Since20172024
Dividend yield5.03%4.63%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.9%+4.4%
CAGR 3Y+5.8%N/A
CAGR 5Y+1.2%N/A
Sharpe 3Y0.40N/A
Volatility 1Y4.24%1.89%
Max drawdown-21.13%-1.45%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IGEB and ZTRE