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ZTRE vs IGEB

F/M 3-Year Investment Grade Corporate Bond ETF vs iShares Investment Grade Systematic Bond ETF

ZTRE

F/M 3-Year Investment Grade Corporate Bond ETF

F/m investments, LLC

Annual cost

0.15%

Fund size

$41M

IGEB

iShares Investment Grade Systematic Bond ETF

iShares

Annual cost

0.18%

Fund size

$1.4B

Key differences

  • IGEB is significantly larger than ZTRE — larger funds tend to be more liquid and less likely to close.
  • IGEB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ZTREIGEB
Annual cost (TER)0.15%0.18%
Fund size (AUM)$41M$1.4B
Since20242017
Dividend yield4.63%5.03%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.4%+6.9%
CAGR 3YN/A+5.8%
CAGR 5YN/A+1.2%
Sharpe 3YN/A0.40
Volatility 1Y1.89%4.24%
Max drawdown-1.45%-21.13%

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

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