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WABF vs SYSB

Western Asset Bond ETF vs iShares Systematic Bond ETF

WABF

Western Asset Bond ETF

Annual cost

0.35%

Fund size

$16M

SYSB

iShares Systematic Bond ETF

Annual cost

0.25%

Fund size

$1.1B

Key differences

Both WABF and SYSB are fixed income ETFs. WABF charges 0.35% a year and SYSB 0.25%. The main difference: WABF follows a active selection strategy; SYSB uses index tracking.

  • WABF follows a active selection strategy; SYSB uses index tracking.
  • SYSB costs 0.10% less per year.
  • SYSB is much larger than WABF. Larger funds are usually more liquid and less likely to close.
  • SYSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WABFSYSB
Annual cost (TER)0.35%0.25%
Fund size (AUM)$16M$1.1B
Since20232015
Dividend yield4.80%4.62%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.3%+5.5%
CAGR 3YN/A+7.0%
CAGR 5YN/A+1.6%
Sharpe 3YN/A0.75
Volatility 1Y3.71%3.88%
Max drawdown-5.36%-18.47%

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

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