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SCMB vs IUSB

Schwab Municipal Bond ETF vs iShares Core Universal USD Bond ETF

SCMB

Schwab Municipal Bond ETF

Annual cost

0.03%

Fund size

$3.9B

IUSB

iShares Core Universal USD Bond ETF

Annual cost

0.06%

Fund size

$39.8B

Key differences

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

  • IUSB is much larger than SCMB. Larger funds are usually more liquid and less likely to close.
  • IUSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCMBIUSB
Annual cost (TER)0.03%0.06%
Fund size (AUM)$3.9B$39.8B
Since20222014
Dividend yield3.56%4.24%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.5%+4.7%
CAGR 3Y+3.3%+4.2%
CAGR 5YN/A+0.4%
Sharpe 3Y-0.070.14
Volatility 1Y2.92%3.60%
Max drawdown-6.13%-17.90%

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

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