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ISTB vs SCUB

iShares Core 1-5 Year USD Bond ETF vs Sterling Capital Ultra Short Bond ETF

ISTB

iShares Core 1-5 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$4.7B

SCUB

Sterling Capital Ultra Short Bond ETF

Sterling Capital Funds

Annual cost

0.30%

Fund size

$25M

Key differences

  • ISTB costs 0.24% less per year.
  • ISTB is significantly larger than SCUB — larger funds tend to be more liquid and less likely to close.
  • ISTB follows a index tracking strategy; SCUB uses active selection.

Side-by-side comparison

ISTBSCUB
Annual cost (TER)0.06%0.30%
Fund size (AUM)$4.7B$25M
Since20122012
Dividend yield4.20%3.92%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.4%N/A
CAGR 3Y+4.9%N/A
CAGR 5Y+1.9%N/A
Sharpe 3Y0.54N/A
Volatility 1Y1.78%
Max drawdown-9.34%-0.16%

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

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