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SPLB vs MEAR

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

SPLB

State Street SPDR Portfolio Long Term Corporate Bond ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$1.3B

MEAR

iShares Short Maturity Municipal Bond Active ETF

iShares

Annual cost

0.26%

Fund size

$1.3B

Key differences

  • SPLB costs 0.22% less per year.
  • SPLB follows a index tracking strategy; MEAR uses active selection.
  • Over the last 3 years, SPLB has delivered higher annualized returns.
  • SPLB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPLBMEAR
Annual cost (TER)0.04%0.26%
Fund size (AUM)$1.3B$1.3B
Since20092015
Dividend yield5.39%2.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+9.1%+3.3%
CAGR 3Y+4.7%+3.6%
CAGR 5Y-1.5%+2.4%
Sharpe 3Y0.150.02
Volatility 1Y8.24%0.86%
Max drawdown-34.46%-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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