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OEF vs IGIB

iShares S&P 100 ETF vs iShares 5-10 Year Investment Grade Corporate Bond ETF

OEF

iShares S&P 100 ETF

Annual cost

0.20%

Fund size

$20.7B

IGIB

iShares 5-10 Year Investment Grade Corporate Bond ETF

Annual cost

0.04%

Fund size

$18.2B

Key differences

OEF is an equity ETF, while IGIB is a fixed income ETF. OEF charges 0.20% a year and IGIB 0.04%.

  • OEF is an equity fund, while IGIB is a fixed income fund. They carry different risk/return profiles.
  • IGIB costs 0.16% less per year.
  • Over the last three years, OEF has delivered higher annualized returns.
  • OEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OEFIGIB
Annual cost (TER)0.20%0.04%
Fund size (AUM)$20.7B$18.2B
Since20002007
Dividend yield0.83%4.75%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.0%+5.2%
CAGR 3Y+24.4%+6.0%
CAGR 5Y+15.2%+1.3%
Sharpe 3Y1.230.44
Volatility 1Y13.06%4.15%
Max drawdown-31.44%-20.63%

Similar to OEF and IGIB