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IUSB vs PCRB

iShares Core Universal USD Bond ETF vs Putnam ESG Core Bond ETF -

IUSB

iShares Core Universal USD Bond ETF

Annual cost

0.06%

Fund size

$39.8B

PCRB

Putnam ESG Core Bond ETF -

Annual cost

0.36%

Fund size

$7M

Key differences

Both IUSB and PCRB are fixed income ETFs. IUSB charges 0.06% a year and PCRB 0.36%. The main difference: IUSB costs 0.30% less per year.

  • IUSB costs 0.30% less per year.
  • IUSB is much larger than PCRB. Larger funds are usually 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

IUSBPCRB
Annual cost (TER)0.06%0.36%
Fund size (AUM)$39.8B$7M
Since20142023
Dividend yield4.24%9.74%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.6%+3.5%
CAGR 3Y+4.3%+3.9%
CAGR 5Y+0.4%N/A
Sharpe 3Y0.160.07
Volatility 1Y3.60%3.76%
Max drawdown-17.90%-7.20%

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

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