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SCUB vs ISTB

Sterling Capital Ultra Short Bond ETF vs iShares Core 1-5 Year USD Bond ETF

SCUB

Sterling Capital Ultra Short Bond ETF

Sterling Capital Funds

Annual cost

0.30%

Fund size

$25M

ISTB

iShares Core 1-5 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$4.7B

Key differences

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

Side-by-side comparison

SCUBISTB
Annual cost (TER)0.30%0.06%
Fund size (AUM)$25M$4.7B
Since20122012
Dividend yield3.92%4.20%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.4%
CAGR 3YN/A+4.9%
CAGR 5YN/A+1.9%
Sharpe 3YN/A0.54
Volatility 1Y1.78%
Max drawdown-0.16%-9.34%

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

Similar to SCUB and ISTB