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ZTEN vs IMTB

F/M 10-Year Investment Grade Corporate Bond ETF vs iShares Core 5-10 Year USD Bond ETF

ZTEN

F/M 10-Year Investment Grade Corporate Bond ETF

Annual cost

0.15%

Fund size

$30M

IMTB

iShares Core 5-10 Year USD Bond ETF

Annual cost

0.06%

Fund size

$280M

Key differences

Both ZTEN and IMTB are fixed income ETFs. ZTEN charges 0.15% a year and IMTB 0.06%. The main difference: ZTEN covers global markets; IMTB covers North America.

  • ZTEN covers global markets; IMTB covers North America.
  • IMTB costs 0.09% less per year.
  • IMTB is much larger than ZTEN. Larger funds are usually more liquid and less likely to close.
  • IMTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ZTENIMTB
Annual cost (TER)0.15%0.06%
Fund size (AUM)$30M$280M
Since20242016
Dividend yield5.52%4.48%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.5%+6.3%
CAGR 3YN/A+5.2%
CAGR 5YN/A+0.7%
Sharpe 3YN/A0.29
Volatility 1Y5.00%4.04%
Max drawdown-5.36%-18.15%

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

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