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IGSB vs ZTRE

iShares 1-5 Year Investment Grade Corporate Bond ETF vs F/M 3-Year Investment Grade Corporate Bond ETF

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

iShares

Annual cost

0.04%

Fund size

$21.9B

ZTRE

F/M 3-Year Investment Grade Corporate Bond ETF

F/m investments, LLC

Annual cost

0.15%

Fund size

$41M

Key differences

  • IGSB costs 0.11% less per year.
  • IGSB is significantly larger than ZTRE — larger funds tend to be more liquid and less likely to close.
  • IGSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IGSBZTRE
Annual cost (TER)0.04%0.15%
Fund size (AUM)$21.9B$41M
Since20072024
Dividend yield4.53%4.63%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.0%+4.4%
CAGR 3Y+5.5%N/A
CAGR 5Y+2.4%N/A
Sharpe 3Y0.74N/A
Volatility 1Y1.94%1.89%
Max drawdown-13.38%-1.45%

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

Similar to IGSB and ZTRE