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IMTB vs SUSC

iShares Core 5-10 Year USD Bond ETF vs iShares ESG USD Corporate Bond ETF

IMTB

iShares Core 5-10 Year USD Bond ETF

Annual cost

0.06%

Fund size

$280M

SUSC

iShares ESG USD Corporate Bond ETF

Annual cost

0.18%

Fund size

$1.4B

Key differences

Both IMTB and SUSC are fixed income ETFs. IMTB charges 0.06% a year and SUSC 0.18%. The main difference: IMTB costs 0.12% less per year.

  • IMTB costs 0.12% less per year.
  • SUSC is much larger than IMTB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

IMTBSUSC
Annual cost (TER)0.06%0.18%
Fund size (AUM)$280M$1.4B
Since20162017
Dividend yield4.48%4.45%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.3%+5.0%
CAGR 3Y+4.5%+4.8%
CAGR 5Y+0.5%+0.3%
Sharpe 3Y0.170.22
Volatility 1Y4.05%4.38%
Max drawdown-18.15%-22.41%

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

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