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MEAR vs TLT

iShares Short Maturity Municipal Bond Active ETF vs iShares 20+ Year Treasury Bond ETF

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

TLT

iShares 20+ Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$42.9B

Key differences

  • TLT costs 0.11% less per year.
  • TLT is significantly larger than MEAR — larger funds tend to be more liquid and less likely to close.
  • MEAR follows a active selection strategy; TLT uses index tracking.
  • Over the last 3 years, MEAR has delivered higher annualized returns.
  • TLT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MEARTLT
Annual cost (TER)0.26%0.15%
Fund size (AUM)$1.3B$42.9B
Since20152002
Dividend yield2.87%4.57%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.3%+5.4%
CAGR 3Y+3.6%-2.3%
CAGR 5Y+2.4%-6.1%
Sharpe 3Y-0.02-0.35
Volatility 1Y0.86%9.95%
Max drawdown-2.68%-48.35%

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

Similar to MEAR and TLT