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MEAR vs IUSB

iShares Short Maturity Municipal Bond Active ETF vs iShares Core Universal USD Bond ETF

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

Key differences

  • IUSB costs 0.20% less per year.
  • IUSB is significantly larger than MEAR — larger funds tend to be more liquid and less likely to close.
  • MEAR follows a active selection strategy; IUSB uses index tracking.

Side-by-side comparison

MEARIUSB
Annual cost (TER)0.26%0.06%
Fund size (AUM)$1.3B$36.5B
Since20152014
Dividend yield2.87%4.24%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.3%+6.0%
CAGR 3Y+3.6%+4.2%
CAGR 5Y+2.4%+0.5%
Sharpe 3Y-0.020.15
Volatility 1Y0.86%3.66%
Max drawdown-2.68%-17.90%

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

Similar to MEAR and IUSB