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IUSB vs FIXT

iShares Core Universal USD Bond ETF vs TCW Core Plus Bond ETF

IUSB

iShares Core Universal USD Bond ETF

Annual cost

0.06%

Fund size

$39.8B

FIXT

TCW Core Plus Bond ETF

Annual cost

0.40%

Fund size

$210M

Key differences

Both IUSB and FIXT are fixed income ETFs. IUSB charges 0.06% a year and FIXT 0.40%. The main difference: IUSB follows a index tracking strategy; FIXT uses active selection.

  • IUSB follows a index tracking strategy; FIXT uses active selection.
  • IUSB covers North America; FIXT covers global markets.
  • IUSB costs 0.34% less per year.
  • IUSB is much larger than FIXT. Larger funds are usually more liquid and less likely to close.
  • FIXT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IUSBFIXT
Annual cost (TER)0.06%0.40%
Fund size (AUM)$39.8B$210M
Since20142002
Dividend yield4.24%5.14%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+4.7%N/A
CAGR 3Y+4.2%N/A
CAGR 5Y+0.4%N/A
Sharpe 3Y0.14N/A
Volatility 1Y3.60%
Max drawdown-17.90%-3.02%

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

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