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WABF vs ISTB

Western Asset Bond ETF vs iShares Core 1-5 Year USD Bond ETF

WABF

Western Asset Bond ETF

Annual cost

0.35%

Fund size

$16M

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

Key differences

Both WABF and ISTB are fixed income ETFs. WABF charges 0.35% a year and ISTB 0.06%. The main difference: WABF follows a active selection strategy; ISTB uses index tracking.

  • WABF follows a active selection strategy; ISTB uses index tracking.
  • ISTB costs 0.29% less per year.
  • ISTB is much larger than WABF. Larger funds are usually more liquid and less likely to close.
  • ISTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WABFISTB
Annual cost (TER)0.35%0.06%
Fund size (AUM)$16M$4.7B
Since20232012
Dividend yield4.80%4.23%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.9%+3.9%
CAGR 3YN/A+4.8%
CAGR 5YN/A+1.8%
Sharpe 3YN/A0.47
Volatility 1Y3.79%1.78%
Max drawdown-5.36%-9.34%

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

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