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IMTB vs MEAR

iShares Core 5-10 Year USD Bond ETF vs iShares Short Maturity Municipal Bond Active ETF

IMTB

iShares Core 5-10 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$280M

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

Key differences

  • IMTB costs 0.20% less per year.
  • MEAR is significantly larger than IMTB — larger funds tend to be more liquid and less likely to close.
  • IMTB follows a index tracking strategy; MEAR uses active selection.

Side-by-side comparison

IMTBMEAR
Annual cost (TER)0.06%0.26%
Fund size (AUM)$280M$1.3B
Since20162015
Dividend yield4.46%2.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+6.6%+3.3%
CAGR 3Y+4.5%+3.6%
CAGR 5Y+0.5%+2.4%
Sharpe 3Y0.17-0.02
Volatility 1Y4.06%0.86%
Max drawdown-18.15%-2.68%

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

Similar to IMTB and MEAR