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SPLB vs IMTB

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

SPLB

State Street SPDR Portfolio Long Term Corporate Bond ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$1.3B

IMTB

iShares Core 5-10 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$280M

Key differences

  • SPLB is significantly larger than IMTB — larger funds tend to be more liquid and less likely to close.
  • SPLB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPLBIMTB
Annual cost (TER)0.04%0.06%
Fund size (AUM)$1.3B$280M
Since20092016
Dividend yield5.39%4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.1%+6.6%
CAGR 3Y+4.7%+4.5%
CAGR 5Y-1.5%+0.5%
Sharpe 3Y0.150.17
Volatility 1Y8.24%4.06%
Max drawdown-34.46%-18.15%

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

Similar to SPLB and IMTB