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ITR SPDR® Barclays Interm Term Corp Bd ETF

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Fund ITR SPDR® Barclays Interm Term Corp Bd ETF TDFSX TDAM 5- to 10-Year Corporate Bond IBCE iShares iBonds Mar 2023 Term Corp exFncl  
100% 88% 98%
Annual Fees
(0.12% Exp. Ratio)
(0.00% Exp. Ratio)
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$17,923.84 $18,581.25 $18,031.82
Est. savings over 30 yrs +$657.42 +$107.99
As of 9/30/16
1 YR RETURN 5.53%
3 YR 3.94%
5 YR 4.12%
10 YR --
1 YR RETURN 7.39%
3 YR 5.15%
5 YR --
10 YR --
1 YR RETURN 7.51%
3 YR 5.75%
5 YR --
10 YR --
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Barclays U.S. Intermediate Corporate Bond Index. The fund invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of U.S. corporate bonds that have a maturity of greater than or equal to 1 year and less than 10 years. It is non-diversified.
The investment seeks to provide high current income. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in corporate bonds with a term to maturity of between 5 and 10 years. For purposes of such policy, "bonds" includes bonds, debentures, notes and zero coupon obligations. The advisor currently anticipates that it will only purchase bonds that are, at the time of investment, rated investment grade (BBB- or above by Standard & Poor's Ratings Services ("S&P") or Fitch Ratings Inc. ("Fitch") or Baa3 or above by Moody's Investors Service, Inc. ("Moody's")) or their unrated equivalents.
The investment seeks to track the investment results of Barclays 2023 Maturity High Quality Corporate Index which composed of U.S. dollar-denominated, investment-grade corporate bonds, excluding financials, maturing after March 31, 2022 and before April 1, 2023. The fund generally will invest at least 90% of its assets in the component securities of the underlying index, and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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