ABNFX vs. IUSB
Compare and contrast key facts about American Funds The Bond Fund of America® Class F-2 (ABNFX) and iShares Core Total USD Bond Market ETF (IUSB).
ABNFX is managed by American Funds. It was launched on Aug 4, 2008. IUSB is a passively managed fund by iShares that tracks the performance of the Barclays U.S. Universal Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ABNFX or IUSB.
Correlation
The correlation between ABNFX and IUSB is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ABNFX vs. IUSB - Performance Comparison
Key characteristics
ABNFX:
0.62
IUSB:
0.77
ABNFX:
0.89
IUSB:
1.11
ABNFX:
1.11
IUSB:
1.13
ABNFX:
0.22
IUSB:
0.33
ABNFX:
1.60
IUSB:
2.09
ABNFX:
2.09%
IUSB:
1.83%
ABNFX:
5.38%
IUSB:
4.96%
ABNFX:
-19.92%
IUSB:
-17.98%
ABNFX:
-9.58%
IUSB:
-5.84%
Returns By Period
The year-to-date returns for both stocks are quite close, with ABNFX having a 1.28% return and IUSB slightly lower at 1.27%. Over the past 10 years, ABNFX has underperformed IUSB with an annualized return of 1.29%, while IUSB has yielded a comparatively higher 1.69% annualized return.
ABNFX
1.28%
1.46%
0.32%
3.62%
-0.30%
1.29%
IUSB
1.27%
1.50%
0.83%
4.13%
-0.11%
1.69%
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ABNFX vs. IUSB - Expense Ratio Comparison
ABNFX has a 0.35% expense ratio, which is higher than IUSB's 0.06% expense ratio.
Risk-Adjusted Performance
ABNFX vs. IUSB — Risk-Adjusted Performance Rank
ABNFX
IUSB
ABNFX vs. IUSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Bond Fund of America® Class F-2 (ABNFX) and iShares Core Total USD Bond Market ETF (IUSB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ABNFX vs. IUSB - Dividend Comparison
ABNFX's dividend yield for the trailing twelve months is around 4.53%, more than IUSB's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABNFX American Funds The Bond Fund of America® Class F-2 | 4.53% | 4.56% | 3.84% | 2.97% | 1.68% | 2.12% | 2.57% | 2.66% | 2.10% | 1.97% | 2.23% | 2.40% |
IUSB iShares Core Total USD Bond Market ETF | 4.05% | 4.04% | 3.46% | 2.53% | 1.74% | 2.45% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% | 1.39% |
Drawdowns
ABNFX vs. IUSB - Drawdown Comparison
The maximum ABNFX drawdown since its inception was -19.92%, which is greater than IUSB's maximum drawdown of -17.98%. Use the drawdown chart below to compare losses from any high point for ABNFX and IUSB. For additional features, visit the drawdowns tool.
Volatility
ABNFX vs. IUSB - Volatility Comparison
American Funds The Bond Fund of America® Class F-2 (ABNFX) has a higher volatility of 1.43% compared to iShares Core Total USD Bond Market ETF (IUSB) at 1.32%. This indicates that ABNFX's price experiences larger fluctuations and is considered to be riskier than IUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.