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IGHG vs TBF

ProShares Investment Grade—Interest Rate Hedged vs ProShares Short 20+ Year Treasury

IGHG

ProShares Investment Grade—Interest Rate Hedged

Annual cost

0.30%

Fund size

$309M

TBF

ProShares Short 20+ Year Treasury

Annual cost

0.95%

Fund size

$133M

Key differences

Both IGHG and TBF are fixed income ETFs. IGHG charges 0.30% a year and TBF 0.95%. The main difference: IGHG follows a tactical allocation strategy; TBF uses inverse.

  • IGHG follows a tactical allocation strategy; TBF uses inverse.
  • IGHG costs 0.65% less per year.
  • Over the last three years, IGHG has delivered higher annualized returns.

Side-by-side comparison

IGHGTBF
Annual cost (TER)0.30%0.95%
Fund size (AUM)$309M$133M
Since20132009
Dividend yield5.09%2.85%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategytactical allocationinverse
CAGR 1Y+6.1%+1.4%
CAGR 3Y+8.6%+7.4%
CAGR 5Y+5.3%+9.9%
Sharpe 3Y1.190.33
Volatility 1Y3.41%9.56%
Max drawdown-25.16%-38.39%

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

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