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SPBO vs MEAR

State Street SPDR Portfolio Corporate Bond ETF vs iShares Short Maturity Municipal Bond Active ETF

SPBO

State Street SPDR Portfolio Corporate Bond ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$2.0B

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

Key differences

  • SPBO costs 0.23% less per year.
  • SPBO covers global markets; MEAR covers north america.
  • SPBO follows a index tracking strategy; MEAR uses active selection.
  • Over the last 3 years, SPBO has delivered higher annualized returns.

Side-by-side comparison

SPBOMEAR
Annual cost (TER)0.03%0.26%
Fund size (AUM)$2.0B$1.3B
Since20112015
Dividend yield5.12%2.87%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1Y+7.2%+3.3%
CAGR 3Y+5.7%+3.6%
CAGR 5Y+0.9%+2.4%
Sharpe 3Y0.360.02
Volatility 1Y4.45%0.86%
Max drawdown-22.04%-2.68%

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

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