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SPSB vs BWZ

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

BWZ

State Street SPDR Bloomberg Short Term International Treasury Bond ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$324M

Key differences

  • SPSB costs 0.31% less per year.
  • SPSB is significantly larger than BWZ — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPSB has delivered higher annualized returns.

Side-by-side comparison

SPSBBWZ
Annual cost (TER)0.04%0.35%
Fund size (AUM)$10.1B$324M
Since20092009
Dividend yield4.44%2.02%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.6%+0.5%
CAGR 3Y+5.2%+2.2%
CAGR 5Y+2.7%-2.0%
Sharpe 3Y0.93-0.14
Volatility 1Y1.33%7.03%
Max drawdown-11.75%-24.89%

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

Similar to SPSB and BWZ