Skip to content
Beacon
Screener

OEF vs USIG

iShares S&P 100 ETF vs iShares Broad USD Investment Grade Corporate Bond ETF

OEF

iShares S&P 100 ETF

Annual cost

0.20%

Fund size

$20.7B

USIG

iShares Broad USD Investment Grade Corporate Bond ETF

Annual cost

0.04%

Fund size

$17.4B

Key differences

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

  • OEF is an equity fund, while USIG is a fixed income fund. They carry different risk/return profiles.
  • OEF covers North America; USIG covers global markets.
  • USIG 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

OEFUSIG
Annual cost (TER)0.20%0.04%
Fund size (AUM)$20.7B$17.4B
Since20002007
Dividend yield0.83%4.69%
Asset classequityfixed income
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+26.0%+5.0%
CAGR 3Y+24.4%+5.3%
CAGR 5Y+15.2%+0.7%
Sharpe 3Y1.230.32
Volatility 1Y13.06%4.12%
Max drawdown-31.44%-21.45%

Similar to OEF and USIG