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IUSB vs SCUB

iShares Core Universal USD Bond ETF vs Sterling Capital Ultra Short Bond ETF

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

SCUB

Sterling Capital Ultra Short Bond ETF

Sterling Capital Funds

Annual cost

0.30%

Fund size

$25M

Key differences

  • IUSB costs 0.24% less per year.
  • IUSB is significantly larger than SCUB — larger funds tend to be more liquid and less likely to close.
  • IUSB follows a index tracking strategy; SCUB uses active selection.

Side-by-side comparison

IUSBSCUB
Annual cost (TER)0.06%0.30%
Fund size (AUM)$36.5B$25M
Since20142012
Dividend yield4.24%3.92%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
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%-0.16%

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

Similar to IUSB and SCUB