Screener
ZTRE vs IGBH
F/M 3-Year Investment Grade Corporate Bond ETF vs iShares Interest Rate Hedged Long-Term Corporate Bond ETF
Key differences
Both ZTRE and IGBH are fixed income ETFs. ZTRE charges 0.15% a year and IGBH 0.14%. The main difference: IGBH is much larger than ZTRE. Larger funds are usually more liquid and less likely to close.
- IGBH is much larger than ZTRE. Larger funds are usually more liquid and less likely to close.
- IGBH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZTRE | IGBH | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.14% |
| Fund size (AUM) | $40M | $189M |
| Since | 2024 | 2015 |
| Dividend yield | 4.61% | 5.75% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.3% | +8.6% |
| CAGR 3Y | N/A | +8.9% |
| CAGR 5Y | N/A | +5.3% |
| Sharpe 3Y | N/A | 1.04 |
| Volatility 1Y | 1.87% | 4.03% |
| Max drawdown | -1.45% | -33.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.