Screener
REM vs IUSB
iShares Mortgage Real Estate Capped ETF vs iShares Core Universal USD Bond ETF
Key differences
- IUSB costs 0.42% less per year.
- IUSB is significantly larger than REM — larger funds tend to be more liquid and less likely to close.
- REM is classified as equity, while IUSB is fixed income — different risk/return profiles.
- Over the last 3 years, REM has delivered higher annualized returns.
- REM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| REM | IUSB | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.06% |
| Fund size (AUM) | $580M | $36.5B |
| Since | 2007 | 2014 |
| Dividend yield | 8.60% | 4.24% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +15.8% | +6.0% |
| CAGR 3Y | +10.6% | +4.6% |
| CAGR 5Y | -1.5% | +0.6% |
| Sharpe 3Y | 0.42 | 0.21 |
| Volatility 1Y | 16.89% | 3.66% |
| Max drawdown | -68.52% | -17.90% |
Similar to REM and IUSB
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