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SCMB vs IMTB

Schwab Municipal Bond ETF vs iShares Core 5-10 Year USD Bond ETF

SCMB

Schwab Municipal Bond ETF

Annual cost

0.03%

Fund size

$3.9B

IMTB

iShares Core 5-10 Year USD Bond ETF

Annual cost

0.06%

Fund size

$280M

Key differences

Both SCMB and IMTB are fixed income ETFs. SCMB charges 0.03% a year and IMTB 0.06%. The main difference: SCMB is much larger than IMTB. Larger funds are usually more liquid and less likely to close.

  • SCMB is much larger than IMTB. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IMTB has delivered higher annualized returns.
  • IMTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCMBIMTB
Annual cost (TER)0.03%0.06%
Fund size (AUM)$3.9B$280M
Since20222016
Dividend yield3.56%4.48%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.5%+5.3%
CAGR 3Y+3.3%+4.5%
CAGR 5YN/A+0.5%
Sharpe 3Y-0.070.17
Volatility 1Y2.92%4.05%
Max drawdown-6.13%-18.15%

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

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