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ITOT vs ILTB

iShares Core S&P Total U.S. Stock Market ETF vs iShares Core 10+ Year USD Bond ETF

ITOT

iShares Core S&P Total U.S. Stock Market ETF

Annual cost

0.03%

Fund size

$93.4B

ILTB

iShares Core 10+ Year USD Bond ETF

Annual cost

0.06%

Fund size

$591M

Key differences

ITOT is an equity ETF, while ILTB is a fixed income ETF. ITOT charges 0.03% a year and ILTB 0.06%.

  • ITOT is an equity fund, while ILTB is a fixed income fund. They carry different risk/return profiles.
  • ITOT is much larger than ILTB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, ITOT has delivered higher annualized returns.
  • ITOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ITOTILTB
Annual cost (TER)0.03%0.06%
Fund size (AUM)$93.4B$591M
Since20042009
Dividend yield0.98%4.93%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.3%+5.5%
CAGR 3Y+22.2%+2.6%
CAGR 5Y+12.3%-2.8%
Sharpe 3Y1.16-0.03
Volatility 1Y12.51%7.81%
Max drawdown-35.00%-36.89%

Similar to ITOT and ILTB