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SCMB vs ISTB

Schwab Municipal Bond ETF vs iShares Core 1-5 Year USD Bond ETF

SCMB

Schwab Municipal Bond ETF

Annual cost

0.03%

Fund size

$3.9B

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

Key differences

Both SCMB and ISTB are fixed income ETFs. SCMB charges 0.03% a year and ISTB 0.06%. The main difference: Over the last three years, ISTB has delivered higher annualized returns.

  • Over the last three years, ISTB has delivered higher annualized returns.
  • ISTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCMBISTB
Annual cost (TER)0.03%0.06%
Fund size (AUM)$3.9B$4.7B
Since20222012
Dividend yield3.56%4.23%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.5%+3.9%
CAGR 3Y+3.3%+4.8%
CAGR 5YN/A+1.8%
Sharpe 3Y-0.070.47
Volatility 1Y2.92%1.78%
Max drawdown-6.13%-9.34%

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

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