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TLT vs IUSB

iShares 20+ Year Treasury Bond ETF vs iShares Core Universal USD Bond ETF

TLT

iShares 20+ Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$42.9B

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

Key differences

  • IUSB costs 0.09% less per year.
  • Over the last 3 years, IUSB has delivered higher annualized returns.
  • TLT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TLTIUSB
Annual cost (TER)0.15%0.06%
Fund size (AUM)$42.9B$36.5B
Since20022014
Dividend yield4.57%4.24%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.4%+6.0%
CAGR 3Y-2.3%+4.2%
CAGR 5Y-6.1%+0.5%
Sharpe 3Y-0.350.15
Volatility 1Y9.95%3.66%
Max drawdown-48.35%-17.90%

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

Similar to TLT and IUSB