State Street® SPDR® Bloomberg 1-5 Year U.S. Corporate Bond UCITS ETF (Acc)

State Street® SPDR® Bloomberg 1-5 Year U.S. Corporate Bond UCITS ETF (Acc)

About

State Street® SPDR® Bloomberg 1-5 Year U.S. Corporate Bond UCITS ETF (Acc) (IE0002H3JQ66) is a UCITS-compliant bond ETF tracking the Bloomberg USD Corporate bonds 1-5 years Index. With a TER of 0.08%, it ranks among the lowest-cost options in its category, reinvesting dividends. The fund holds 2,665 positions across 23 regions with 5.0B in assets, with heavy concentration — 82% in United States, 93% in corporate bonds.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jul 2, 2026
Component Score Details
Overall 7.8 Diversification (45%) · Cost (30%) · Liquidity (25%)
Cost (30%) 9.1 Tracking Difference: 9.2 · TD Consistency: — · Expense Ratio (TER): 8.9
Diversification (45%) 5.9 Holding Count: 9.4 · Country Concentration: 6.4 · Sector Concentration: 1.6
Liquidity (25%) 9.5 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

ISIN
Fund Size $5.0B
Issuer SPDR
Distribution Re-Invests Dividends
Replication
Inception Aug 2025
Base Currency USD
Index Bloomberg USD Corporate bonds 1-5 years Index
Asset Class Bonds

Costs

9.1
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What TER, tracking difference, and TD consistency measure

TER (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures TER plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

TER0.00%
 
Metric Value
TER 0.08%

Cumulative Returns

Performance across different time periods.
1 Month+0.00%
3 Months+0.00%
Year to Date+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month +0.00%
3 Months +0.01%
6 Months +0.01%
1 Year
3 Years
5 Years
10 Years
YTD +0.01%
Since Inception +0.03%

Holdings

9.4
This fund spreads its investments across 2,665 individual holdings, providing broad diversification.
#1
T
T-Mobile USA Inc
0.22%
#2
B
Bank of America Corp
0.21%
#3
A
Amazon.com Inc
0.18%
#4
C
Cigna Group/The
0.16%
#5
M
Morgan Stanley
0.15%
#6
A
AerCap Ireland Capital DAC / AerCap Global Aviation Trust
0.15%
#7
G
Goldman Sachs Group Inc/The
0.15%
#8
C
Citigroup Inc
0.15%
#9
J
JPMorgan Chase & Co
0.15%
#10
H
HSBC Holdings PLC
0.15%

Sectors

1.6
This fund is concentrated in just a few of its 11 sectors, reducing diversification.
 
Sector Weight
Corporate Bonds 9290.00%
Financials 419.00%
Unknown 115.00%
Technology 40.00%
Industrials 33.00%
Health Care 29.00%
Consumer Discretionary 24.00%
Utilities 24.00%
Consumer Staples 17.00%
Materials 9.00%
Energy 3.00%

Regions

6.4
This fund invests across 24 countries, though its geographic allocation deviates somewhat from the global market.
 
Country Weight
United States 8185.00%
United Kingdom 441.00%
Canada 355.00%
Japan 273.00%
Australia 114.00%
UNKNOWN 106.00%
Ireland 78.00%
Spain 76.00%
Netherlands 66.00%
Germany 65.00%
Cayman Islands 49.00%
Singapore 36.00%
Luxembourg 35.00%
Switzerland 25.00%
Austria 16.00%
France 16.00%
MULT 15.00%
Chile 12.00%
Mexico 12.00%
Bermuda 11.00%
Liberia 6.00%
Brazil 5.00%
Isle of Man 3.00%
Guernsey 0.00%

Nerd Stuff

Advanced risk and return metrics (2025-08-13 — 2026-06-30).
1.3%
Volatility
-1.3%
Max Drawdown
-0.24
Sharpe Ratio
-0.35
Sortino Ratio
-0.24
Calmar Ratio
0.17
Beta
0.79%
Alpha (Jensen's)
0.158
Benchmark-relative metrics (Beta, Alpha, R²) are calculated against the iShares Core S&P 500 ETF (IE00B5BMR087).

Documents

Regulatory and fund documents.
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