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ITOT vs ISTB

iShares Core S&P Total U.S. Stock Market ETF vs iShares Core 1-5 Year USD Bond ETF

ITOT

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

Annual cost

0.03%

Fund size

$93.4B

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

Key differences

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

  • ITOT is an equity fund, while ISTB is a fixed income fund. They carry different risk/return profiles.
  • ITOT is much larger than ISTB. 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

ITOTISTB
Annual cost (TER)0.03%0.06%
Fund size (AUM)$93.4B$4.7B
Since20042012
Dividend yield0.98%4.23%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.3%+3.8%
CAGR 3Y+22.2%+4.8%
CAGR 5Y+12.3%+1.8%
Sharpe 3Y1.160.50
Volatility 1Y12.51%1.78%
Max drawdown-35.00%-9.34%

Similar to ITOT and ISTB