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TCPB vs ISTB

Thrivent Core Plus Bond ETF vs iShares Core 1-5 Year USD Bond ETF

TCPB

Thrivent Core Plus Bond ETF

Annual cost

0.39%

Fund size

$425M

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

Key differences

  • ISTB costs 0.33% less per year.
  • ISTB is significantly larger than TCPB — larger funds tend to be more liquid and less likely to close.
  • TCPB follows a active selection strategy; ISTB uses index tracking.
  • ISTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TCPBISTB
Annual cost (TER)0.39%0.06%
Fund size (AUM)$425M$4.7B
Since20252012
Dividend yield4.76%4.20%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.5%+4.6%
CAGR 3YN/A+5.0%
CAGR 5YN/A+1.9%
Sharpe 3YN/A0.56
Volatility 1Y4.11%1.78%
Max drawdown-2.74%-9.34%

Similar to TCPB and ISTB