Screener
IGHG vs TBT
ProShares Investment Grade—Interest Rate Hedged vs ProShares UltraShort 20+ Year Treasury
Key differences
Both IGHG and TBT are fixed income ETFs. IGHG charges 0.30% a year and TBT 0.93%. The main difference: IGHG follows a tactical allocation strategy; TBT uses inverse.
- IGHG follows a tactical allocation strategy; TBT uses inverse.
- IGHG costs 0.63% less per year.
- TBT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IGHG | TBT | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.93% |
| Fund size (AUM) | $309M | $333M |
| Since | 2013 | 2008 |
| Dividend yield | 5.09% | 2.90% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | inverse |
| CAGR 1Y | +6.1% | -1.1% |
| CAGR 3Y | +8.6% | +9.4% |
| CAGR 5Y | +5.3% | +15.1% |
| Sharpe 3Y | 1.19 | 0.33 |
| Volatility 1Y | 3.41% | 19.60% |
| Max drawdown | -25.16% | -65.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.