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IYLD vs SCUB

iShares Morningstar Multi-Asset Income ETF vs Sterling Capital Ultra Short Bond ETF

IYLD

iShares Morningstar Multi-Asset Income ETF

iShares

Annual cost

0.50%

Fund size

$129M

SCUB

Sterling Capital Ultra Short Bond ETF

Sterling Capital Funds

Annual cost

0.30%

Fund size

$25M

Key differences

  • SCUB costs 0.20% less per year.
  • IYLD is significantly larger than SCUB — larger funds tend to be more liquid and less likely to close.
  • IYLD is classified as mixed asset, while SCUB is fixed income — different risk/return profiles.

Side-by-side comparison

IYLDSCUB
Annual cost (TER)0.50%0.30%
Fund size (AUM)$129M$25M
Since20122012
Dividend yield4.55%3.92%
Asset classmixed assetfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+14.3%N/A
CAGR 3Y+10.9%N/A
CAGR 5Y+3.6%N/A
Sharpe 3Y1.10N/A
Volatility 1Y5.76%
Max drawdown-30.23%-0.16%

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

Similar to IYLD and SCUB