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SPBO vs IMTB

State Street SPDR Portfolio Corporate Bond ETF vs iShares Core 5-10 Year USD Bond ETF

SPBO

State Street SPDR Portfolio Corporate Bond ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$2.0B

IMTB

iShares Core 5-10 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$280M

Key differences

  • SPBO is significantly larger than IMTB — larger funds tend to be more liquid and less likely to close.
  • SPBO covers global markets; IMTB covers north america.
  • Over the last 3 years, SPBO has delivered higher annualized returns.
  • SPBO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPBOIMTB
Annual cost (TER)0.03%0.06%
Fund size (AUM)$2.0B$280M
Since20112016
Dividend yield5.12%4.46%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.2%+6.6%
CAGR 3Y+5.7%+4.5%
CAGR 5Y+0.9%+0.5%
Sharpe 3Y0.360.17
Volatility 1Y4.45%4.06%
Max drawdown-22.04%-18.15%

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

Similar to SPBO and IMTB