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PCRB vs IMTB

Putnam ESG Core Bond ETF - vs iShares Core 5-10 Year USD Bond ETF

PCRB

Putnam ESG Core Bond ETF -

Annual cost

0.36%

Fund size

$7M

IMTB

iShares Core 5-10 Year USD Bond ETF

Annual cost

0.06%

Fund size

$280M

Key differences

Both PCRB and IMTB are fixed income ETFs. PCRB charges 0.36% a year and IMTB 0.06%. The main difference: IMTB costs 0.30% less per year.

  • IMTB costs 0.30% less per year.
  • IMTB is much larger than PCRB. Larger funds are usually more liquid and less likely to close.
  • IMTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PCRBIMTB
Annual cost (TER)0.36%0.06%
Fund size (AUM)$7M$280M
Since20232016
Dividend yield9.74%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.5%+5.2%
CAGR 3Y+3.9%+4.6%
CAGR 5YN/A+0.5%
Sharpe 3Y0.070.19
Volatility 1Y3.76%4.05%
Max drawdown-7.20%-18.15%

Similar to PCRB and IMTB