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SYSB vs IMTB

iShares Systematic Bond ETF vs iShares Core 5-10 Year USD Bond ETF

SYSB

iShares Systematic Bond ETF

iShares

Annual cost

0.25%

Fund size

$1.0B

IMTB

iShares Core 5-10 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$280M

Key differences

  • IMTB costs 0.19% less per year.
  • SYSB is significantly larger than IMTB — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SYSB has delivered higher annualized returns.

Side-by-side comparison

SYSBIMTB
Annual cost (TER)0.25%0.06%
Fund size (AUM)$1.0B$280M
Since20152016
Dividend yield4.64%4.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.7%+6.6%
CAGR 3Y+6.5%+4.5%
CAGR 5Y+1.5%+0.5%
Sharpe 3Y0.660.17
Volatility 1Y3.78%4.06%
Max drawdown-18.47%-18.15%

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

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