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MYCM vs SPBO

State Street My2033 Corporate Bond ETF vs State Street SPDR Portfolio Corporate Bond ETF

MYCM

State Street My2033 Corporate Bond ETF

Annual cost

0.15%

Fund size

$9M

SPBO

State Street SPDR Portfolio Corporate Bond ETF

Annual cost

0.03%

Fund size

$2.0B

Key differences

Both MYCM and SPBO are fixed income ETFs. MYCM charges 0.15% a year and SPBO 0.03%. The main difference: MYCM follows a active selection strategy; SPBO uses index tracking.

  • MYCM follows a active selection strategy; SPBO uses index tracking.
  • MYCM covers North America; SPBO covers global markets.
  • SPBO costs 0.12% less per year.
  • SPBO is much larger than MYCM. Larger funds are usually more liquid and less likely to close.
  • SPBO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MYCMSPBO
Annual cost (TER)0.15%0.03%
Fund size (AUM)$9M$2.0B
Since20242011
Dividend yield4.72%5.09%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+6.1%+6.0%
CAGR 3YN/A+5.9%
CAGR 5YN/A+0.8%
Sharpe 3YN/A0.39
Volatility 1Y3.95%4.38%
Max drawdown-4.57%-22.04%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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