iShares USD Treasury Bond 20+yr UCITS ETF vs SPDR Bloomberg 10+ Year U.S. Corporate Bond UCITS ETF

FairSheets side-by-side comparison.

iShares USD Treasury Bond 20+yr UCITS ETF G1 · FairHorizon Green SPDR Bloomberg 10+ Year U.S. Corporate Bond UCITS ETF G2 · FairHorizon Green
ISIN IE00BSKRJZ44 IE00BZ0G8860
Asset class US Government Bonds US Corporate Bonds
Strategy Index-Based Index-Based
Provider iShares (BlackRock) State Street Investment Management
Sustainability (SFDR)
Share class USD DIST USD INC
Currency USD USD
TER (p.a.) 0.07% 0.12%
Inception 2015-01-21 2015-12-02
Return — 1 year 0.29% 5.55%
Return — 3 years p.a. -2.86% 3.12%
Return — 5 years p.a. -5.99% -1.67%
Return — 10 years p.a. -1.23% 2.44%
Volatility — 5y stddev p.a. 13.94% 12.92%
Max. recommended portfolio share 20% 20%

How they differ

iShares USD Treasury Bond 20+yr UCITS ETF is classified by Das Family Office as FairHorizon Green (US Government Bonds, index-based). US long maturity government bonds. Passive tracker on ICE US Treasury 20+ Year Bond Index. Highly concentrated due to nature of market segment.

SPDR Bloomberg 10+ Year U.S. Corporate Bond UCITS ETF is classified as FairHorizon Green (US Corporate Bonds, index-based). US medium-long maturity corporate bonds. Passive tracker on Bloomberg US !0+ Year Corporate Bond Index.

Both funds sit in the same FairHorizon bucket, suggesting comparable investment time-horizons. Differences are likely to come from underlying strategy, manager skill, or sub-asset-class tilt.

Need help choosing?

Our research team can talk through the trade-offs in the context of your overall portfolio.

Discuss These Funds