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TLDR vs SHY

The Laddered T-Bill ETF vs iShares 1-3 Year Treasury Bond ETF

TLDR

The Laddered T-Bill ETF

Annual cost

0.20%

Fund size

$6M

SHY

iShares 1-3 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$25.4B

Key differences

Both TLDR and SHY are fixed income ETFs. TLDR charges 0.20% a year and SHY 0.15%. The main difference: TLDR follows a active selection strategy; SHY uses index tracking.

  • TLDR follows a active selection strategy; SHY uses index tracking.
  • SHY costs 0.05% less per year.
  • SHY is much larger than TLDR. Larger funds are usually more liquid and less likely to close.
  • SHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TLDRSHY
Annual cost (TER)0.20%0.15%
Fund size (AUM)$6M$25.4B
Since20262002
Dividend yield3.71%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+3.3%
CAGR 3YN/A+4.1%
CAGR 5YN/A+1.7%
Sharpe 3YN/A0.29
Volatility 1Y1.33%
Max drawdown-0.05%-5.71%

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

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