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MEAR vs SHY

iShares Short Maturity Municipal Bond Active ETF vs iShares 1-3 Year Treasury Bond ETF

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

SHY

iShares 1-3 Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$25.1B

Key differences

  • SHY costs 0.11% less per year.
  • SHY is significantly larger than MEAR — larger funds tend to be more liquid and less likely to close.
  • MEAR follows a active selection strategy; SHY uses index tracking.
  • SHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MEARSHY
Annual cost (TER)0.26%0.15%
Fund size (AUM)$1.3B$25.1B
Since20152002
Dividend yield2.87%3.72%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.3%+3.4%
CAGR 3Y+3.6%+3.8%
CAGR 5Y+2.4%+1.7%
Sharpe 3Y-0.020.14
Volatility 1Y0.86%1.34%
Max drawdown-2.68%-5.71%

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

Similar to MEAR and SHY