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SLQD vs ZTRE

iShares 0-5 Year Investment Grade Corporate Bond ETF vs F/M 3-Year Investment Grade Corporate Bond ETF

SLQD

iShares 0-5 Year Investment Grade Corporate Bond ETF

iShares

Annual cost

0.06%

Fund size

$2.3B

ZTRE

F/M 3-Year Investment Grade Corporate Bond ETF

F/m investments, LLC

Annual cost

0.15%

Fund size

$41M

Key differences

  • SLQD costs 0.09% less per year.
  • SLQD is significantly larger than ZTRE — larger funds tend to be more liquid and less likely to close.
  • SLQD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SLQDZTRE
Annual cost (TER)0.06%0.15%
Fund size (AUM)$2.3B$41M
Since20132024
Dividend yield4.25%4.63%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.7%+4.4%
CAGR 3Y+5.2%N/A
CAGR 5Y+2.5%N/A
Sharpe 3Y0.79N/A
Volatility 1Y1.49%1.89%
Max drawdown-12.69%-1.45%

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

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