Screener
IUSB vs HYBX
iShares Core Universal USD Bond ETF vs TCW High Yield Bond ETF
Key differences
Both IUSB and HYBX are fixed income ETFs. IUSB charges 0.06% a year and HYBX 0.50%. The main difference: IUSB follows a index tracking strategy; HYBX uses active selection.
- IUSB follows a index tracking strategy; HYBX uses active selection.
- IUSB covers North America; HYBX covers global markets excluding the US.
- IUSB costs 0.44% less per year.
- IUSB is much larger than HYBX. Larger funds are usually more liquid and less likely to close.
- HYBX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IUSB | HYBX | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.50% |
| Fund size (AUM) | $39.8B | $32M |
| Since | 2014 | 1993 |
| Dividend yield | 4.24% | 7.53% |
| Asset class | fixed income | fixed income |
| Region | north america | global ex us |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.7% | +5.5% |
| CAGR 3Y | +4.2% | N/A |
| CAGR 5Y | +0.4% | N/A |
| Sharpe 3Y | 0.14 | N/A |
| Volatility 1Y | 3.60% | 6.64% |
| Max drawdown | -17.90% | -3.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.