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Screener

STXT vs BRTR

Strive Total Return Bond ETF vs iShares Total Return Active ETF

STXT

Strive Total Return Bond ETF

Annual cost

0.49%

Fund size

$123M

BRTR

iShares Total Return Active ETF

Annual cost

0.38%

Fund size

$663M

Key differences

Both STXT and BRTR are fixed income ETFs. STXT charges 0.49% a year and BRTR 0.38%. The main difference: BRTR costs 0.11% less per year.

  • BRTR costs 0.11% less per year.
  • BRTR is much larger than STXT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

STXTBRTR
Annual cost (TER)0.49%0.38%
Fund size (AUM)$123M$663M
Since20232023
Dividend yield4.69%4.65%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+3.7%+5.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.83%3.63%
Max drawdown-5.27%-5.07%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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