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IMTB vs SYSB

iShares Core 5-10 Year USD Bond ETF vs iShares Systematic Bond ETF

IMTB

iShares Core 5-10 Year USD Bond ETF

Annual cost

0.06%

Fund size

$280M

SYSB

iShares Systematic Bond ETF

Annual cost

0.25%

Fund size

$1.1B

Key differences

Both IMTB and SYSB are fixed income ETFs. IMTB charges 0.06% a year and SYSB 0.25%. The main difference: IMTB costs 0.19% less per year.

  • IMTB costs 0.19% less per year.
  • SYSB is much larger than IMTB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SYSB has delivered higher annualized returns.

Side-by-side comparison

IMTBSYSB
Annual cost (TER)0.06%0.25%
Fund size (AUM)$280M$1.1B
Since20162015
Dividend yield4.48%4.62%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.3%+5.5%
CAGR 3Y+5.2%+7.0%
CAGR 5Y+0.7%+1.6%
Sharpe 3Y0.290.75
Volatility 1Y4.04%3.88%
Max drawdown-18.15%-18.47%

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

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