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IMTB vs SDSI

iShares Core 5-10 Year USD Bond ETF vs American Century Short Duration Strategic Income ETF

IMTB

iShares Core 5-10 Year USD Bond ETF

Annual cost

0.06%

Fund size

$280M

SDSI

American Century Short Duration Strategic Income ETF

Annual cost

0.32%

Fund size

$218M

Key differences

Both IMTB and SDSI are fixed income ETFs. IMTB charges 0.06% a year and SDSI 0.32%. The main difference: IMTB follows a index tracking strategy; SDSI uses active selection.

  • IMTB follows a index tracking strategy; SDSI uses active selection.
  • IMTB costs 0.26% less per year.
  • IMTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IMTBSDSI
Annual cost (TER)0.06%0.32%
Fund size (AUM)$280M$218M
Since20162022
Dividend yield4.48%4.84%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+6.3%+4.8%
CAGR 3Y+5.2%+5.7%
CAGR 5Y+0.7%N/A
Sharpe 3Y0.290.94
Volatility 1Y4.04%1.65%
Max drawdown-18.15%-1.29%

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

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