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WISD vs ILTB

Wisdom Short Duration Income ETF vs iShares Core 10+ Year USD Bond ETF

WISD

Wisdom Short Duration Income ETF

Annual cost

Fund size

ILTB

iShares Core 10+ Year USD Bond ETF

Annual cost

0.06%

Fund size

$591M

Key differences

Both WISD and ILTB are fixed income ETFs. The main difference: WISD follows a active selection strategy; ILTB uses index tracking.

  • WISD follows a active selection strategy; ILTB uses index tracking.

Side-by-side comparison

WISDILTB
Annual cost (TER)0.06%
Fund size (AUM)$591M
Since2009
Dividend yield4.93%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+5.2%
CAGR 3YN/A+2.3%
CAGR 5YN/A-2.9%
Sharpe 3YN/A-0.06
Volatility 1Y7.82%
Max drawdown-1.02%-36.89%

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

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