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MEAR vs SCSB

iShares Short Maturity Municipal Bond Active ETF vs Sterling Capital Short Duration Bond ETF

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

SCSB

Sterling Capital Short Duration Bond ETF

Sterling Capital Funds

Annual cost

0.33%

Fund size

$33M

Key differences

  • MEAR costs 0.07% less per year.
  • MEAR is significantly larger than SCSB — larger funds tend to be more liquid and less likely to close.
  • SCSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MEARSCSB
Annual cost (TER)0.26%0.33%
Fund size (AUM)$1.3B$33M
Since20151992
Dividend yield2.87%4.35%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.3%N/A
CAGR 3Y+3.6%N/A
CAGR 5Y+2.4%N/A
Sharpe 3Y-0.02N/A
Volatility 1Y0.86%
Max drawdown-2.68%-0.60%

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

Similar to MEAR and SCSB