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IUSB vs MBBA

iShares Core Universal USD Bond ETF vs iShares Mortgage-Backed Securities Active ETF

IUSB

iShares Core Universal USD Bond ETF

Annual cost

0.06%

Fund size

$36.5B

MBBA

iShares Mortgage-Backed Securities Active ETF

Annual cost

0.25%

Fund size

$125M

Key differences

  • IUSB costs 0.19% less per year.
  • IUSB is significantly larger than MBBA — larger funds tend to be more liquid and less likely to close.
  • MBBA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IUSBMBBA
Annual cost (TER)0.06%0.25%
Fund size (AUM)$36.5B$125M
Since20141998
Dividend yield4.24%3.98%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.0%N/A
CAGR 3Y+4.6%N/A
CAGR 5Y+0.6%N/A
Sharpe 3Y0.21N/A
Volatility 1Y3.66%
Max drawdown-17.90%-2.83%

Similar to IUSB and MBBA