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SCUB vs IUSB

Sterling Capital Ultra Short Bond ETF vs iShares Core Universal USD Bond ETF

SCUB

Sterling Capital Ultra Short Bond ETF

Sterling Capital Funds

Annual cost

0.30%

Fund size

$25M

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

Key differences

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

Side-by-side comparison

SCUBIUSB
Annual cost (TER)0.30%0.06%
Fund size (AUM)$25M$36.5B
Since20122014
Dividend yield3.92%4.24%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+6.0%
CAGR 3YN/A+4.6%
CAGR 5YN/A+0.6%
Sharpe 3YN/A0.21
Volatility 1Y3.66%
Max drawdown-0.16%-17.90%

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

Similar to SCUB and IUSB