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SPSB vs BWX

State Street SPDR Portfolio Short Term Corporate Bond ETF vs State Street SPDR Bloomberg International Treasury Bond ETF

SPSB

State Street SPDR Portfolio Short Term Corporate Bond ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$10.1B

BWX

State Street SPDR Bloomberg International Treasury Bond ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$1.5B

Key differences

  • SPSB costs 0.31% less per year.
  • SPSB is significantly larger than BWX — larger funds tend to be more liquid and less likely to close.
  • SPSB covers north america markets; BWX covers global ex us.
  • Over the last 3 years, SPSB has delivered higher annualized returns.

Side-by-side comparison

SPSBBWX
Annual cost (TER)0.04%0.35%
Fund size (AUM)$10.1B$1.5B
Since20092007
Dividend yield4.44%2.27%
Asset classfixed incomefixed income
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+4.6%-1.0%
CAGR 3Y+5.2%+0.7%
CAGR 5Y+2.7%-4.3%
Sharpe 3Y0.93-0.27
Volatility 1Y1.33%7.81%
Max drawdown-11.75%-34.00%

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

Similar to SPSB and BWX