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WMSB vs SYSB

Weitz Multisector Bond ETF vs iShares Systematic Bond ETF

WMSB

Weitz Multisector Bond ETF

Weitz

Annual cost

0.65%

Fund size

$8M

SYSB

iShares Systematic Bond ETF

iShares

Annual cost

0.25%

Fund size

$1.0B

Key differences

  • SYSB costs 0.40% less per year.
  • SYSB is significantly larger than WMSB — larger funds tend to be 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

WMSBSYSB
Annual cost (TER)0.65%0.25%
Fund size (AUM)$8M$1.0B
Since20252015
Dividend yield4.64%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+6.0%
CAGR 3YN/A+6.8%
CAGR 5YN/A+1.7%
Sharpe 3YN/A0.72
Volatility 1Y3.79%
Max drawdown-1.89%-18.47%

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

Similar to WMSB and SYSB