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SCUB vs ILTB

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

SCUB

Sterling Capital Ultra Short Bond ETF

Sterling Capital Funds

Annual cost

0.30%

Fund size

$25M

ILTB

iShares Core 10+ Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$588M

Key differences

  • ILTB costs 0.24% less per year.
  • ILTB is significantly larger than SCUB — larger funds tend to be more liquid and less likely to close.
  • SCUB follows a active selection strategy; ILTB uses index tracking.

Side-by-side comparison

SCUBILTB
Annual cost (TER)0.30%0.06%
Fund size (AUM)$25M$588M
Since20122009
Dividend yield3.92%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-0.16%-36.89%

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

Similar to SCUB and ILTB