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IMTB vs SPBO

iShares Core 5-10 Year USD Bond ETF vs State Street SPDR Portfolio Corporate Bond ETF

IMTB

iShares Core 5-10 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$280M

SPBO

State Street SPDR Portfolio Corporate Bond ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$2.0B

Key differences

  • SPBO is significantly larger than IMTB — larger funds tend to be more liquid and less likely to close.
  • IMTB covers north america markets; SPBO covers global.
  • Over the last 3 years, SPBO has delivered higher annualized returns.
  • SPBO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IMTBSPBO
Annual cost (TER)0.06%0.03%
Fund size (AUM)$280M$2.0B
Since20162011
Dividend yield4.46%5.12%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+6.6%+7.2%
CAGR 3Y+4.5%+5.7%
CAGR 5Y+0.5%+0.9%
Sharpe 3Y0.170.36
Volatility 1Y4.06%4.45%
Max drawdown-18.15%-22.04%

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

Similar to IMTB and SPBO