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WISD vs ISTB

Wisdom Short Duration Income ETF vs iShares Core 1-5 Year USD Bond ETF

WISD

Wisdom Short Duration Income ETF

Annual cost

Fund size

ISTB

iShares Core 1-5 Year USD Bond ETF

Annual cost

0.06%

Fund size

$4.7B

Key differences

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

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

Side-by-side comparison

WISDISTB
Annual cost (TER)0.06%
Fund size (AUM)$4.7B
Since2012
Dividend yield4.23%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+3.9%
CAGR 3YN/A+4.8%
CAGR 5YN/A+1.8%
Sharpe 3YN/A0.47
Volatility 1Y1.78%
Max drawdown-1.02%-9.34%

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

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