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SPIB vs FSIG

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF vs First Trust Limited Duration Investment Grade Corporate ETF

SPIB

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$11.0B

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

First Trust

Annual cost

0.44%

Fund size

$1.5B

Key differences

  • SPIB costs 0.40% less per year.
  • SPIB is significantly larger than FSIG — larger funds tend to be more liquid and less likely to close.
  • SPIB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPIBFSIG
Annual cost (TER)0.04%0.44%
Fund size (AUM)$11.0B$1.5B
Since20092021
Dividend yield4.43%4.60%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+4.7%
CAGR 3Y+5.8%+5.2%
CAGR 5Y+1.9%N/A
Sharpe 3Y0.580.57
Volatility 1Y2.85%2.28%
Max drawdown-14.94%-6.89%

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

Similar to SPIB and FSIG