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SCSB vs ILTB

Sterling Capital Short Duration Bond ETF vs iShares Core 10+ Year USD Bond ETF

SCSB

Sterling Capital Short Duration Bond ETF

Sterling Capital Funds

Annual cost

0.33%

Fund size

$33M

ILTB

iShares Core 10+ Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$588M

Key differences

  • ILTB costs 0.27% less per year.
  • ILTB is significantly larger than SCSB — larger funds tend to be more liquid and less likely to close.
  • SCSB follows a active selection strategy; ILTB uses index tracking.
  • SCSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCSBILTB
Annual cost (TER)0.33%0.06%
Fund size (AUM)$33M$588M
Since19922009
Dividend yield4.35%4.94%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+8.4%
CAGR 3YN/A+3.2%
CAGR 5YN/A-2.5%
Sharpe 3YN/A0.02
Volatility 1Y8.08%
Max drawdown-0.60%-36.89%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCSB and ILTB