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IUSB vs FSIG

iShares Core Universal USD Bond ETF vs First Trust Limited Duration Investment Grade Corporate ETF

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

First Trust

Annual cost

0.44%

Fund size

$1.5B

Key differences

  • IUSB costs 0.38% less per year.
  • IUSB is significantly larger than FSIG — larger funds tend to be more liquid and less likely to close.
  • IUSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IUSBFSIG
Annual cost (TER)0.06%0.44%
Fund size (AUM)$36.5B$1.5B
Since20142021
Dividend yield4.24%4.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.0%+4.7%
CAGR 3Y+4.6%+5.2%
CAGR 5Y+0.6%N/A
Sharpe 3Y0.210.57
Volatility 1Y3.66%2.28%
Max drawdown-17.90%-6.89%

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

Similar to IUSB and FSIG