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USIG vs SPBO

iShares Broad USD Investment Grade Corporate Bond ETF vs State Street SPDR Portfolio Corporate Bond ETF

USIG

iShares Broad USD Investment Grade Corporate Bond ETF

iShares

Annual cost

0.04%

Fund size

$17.0B

SPBO

State Street SPDR Portfolio Corporate Bond ETF

State Street Investment Management

Annual cost

0.03%

Fund size

$2.0B

Key differences

  • USIG is significantly larger than SPBO — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

USIGSPBO
Annual cost (TER)0.04%0.03%
Fund size (AUM)$17.0B$2.0B
Since20072011
Dividend yield4.68%5.12%
Asset classfixed incomefixed income
Regionglobalglobal
Strategyindex trackingindex tracking
CAGR 1Y+6.9%+7.2%
CAGR 3Y+5.3%+5.7%
CAGR 5Y+0.8%+0.9%
Sharpe 3Y0.320.36
Volatility 1Y4.19%4.45%
Max drawdown-21.45%-22.04%

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

Similar to USIG and SPBO