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MEAR vs ILTB

iShares Short Maturity Municipal Bond Active ETF vs iShares Core 10+ Year USD Bond ETF

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

ILTB

iShares Core 10+ Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$588M

Key differences

  • ILTB costs 0.20% less per year.
  • MEAR follows a active selection strategy; ILTB uses index tracking.
  • Over the last 3 years, MEAR has delivered higher annualized returns.
  • ILTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MEARILTB
Annual cost (TER)0.26%0.06%
Fund size (AUM)$1.3B$588M
Since20152009
Dividend yield2.87%4.94%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.3%+8.2%
CAGR 3Y+3.6%+2.5%
CAGR 5Y+2.4%-2.7%
Sharpe 3Y-0.02-0.04
Volatility 1Y0.86%8.07%
Max drawdown-2.68%-36.89%

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

Similar to MEAR and ILTB