BA vs. IUSB
BA (The Boeing Company) is a stock, while IUSB (iShares Core Universal USD Bond ETF) is Intermediate Core-Plus Bond fund tracking the Bloomberg U.S. Universal Index. Over the past 10 years, BA returned 5.57%/yr vs 1.76%/yr for IUSB. At a 0.02 correlation, their price movements are largely independent.
Performance
BA vs. IUSB - Performance Comparison
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Returns By Period
In the year-to-date period, BA achieves a -3.52% return, which is significantly lower than IUSB's 0.22% return. Over the past 10 years, BA has outperformed IUSB with an annualized return of 5.57%, while IUSB has yielded a comparatively lower 1.76% annualized return.
BA
- 1D
- -2.13%
- 1M
- -5.94%
- 6M
- -15.42%
- YTD
- -3.52%
- 1Y
- -8.66%
- 3Y*
- -0.37%
- 5Y*
- -1.20%
- 10Y*
- 5.57%
- ALL TIME*
- 10.09%
IUSB
- 1D
- -0.24%
- 1M
- -0.60%
- 6M
- 0.02%
- YTD
- 0.22%
- 1Y
- 4.08%
- 3Y*
- 4.33%
- 5Y*
- 0.15%
- 10Y*
- 1.76%
- ALL TIME*
- 2.17%
BA vs. IUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BA The Boeing Company | -3.52% | 22.67% | -32.10% | 36.84% | -5.38% | -5.95% | -33.90% | 3.34% | 11.50% | 94.72% |
IUSB iShares Core Universal USD Bond ETF | 0.22% | 7.38% | 2.11% | 6.23% | -13.04% | -1.33% | 7.62% | 9.13% | -0.27% | 3.82% |
Correlation
The correlation between BA and IUSB is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2014 | 0.02 |
Over the past year, BA and IUSB have become more correlated (0.27) than their long-term average of 0.02, meaning their price movements have been converging.
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Return for Risk
BA vs. IUSB — Risk / Return Rank
BA
IUSB
BA vs. IUSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Boeing Company (BA) and iShares Core Universal USD Bond 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BA | IUSB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.42 | ||
| Sortino ratioReturn per unit of downside risk | -1.88 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.20 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.35 | 1.62 | -1.97 |
| Martin ratioReturn relative to average drawdown | -0.75 | 4.45 | -5.20 |
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Drawdowns
BA vs. IUSB - Drawdown Comparison
The maximum BA drawdown since its inception was -89.45%, which is greater than IUSB's maximum drawdown of -17.90%. Use the drawdown chart below to compare losses from any high point for BA and IUSB.
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Drawdown Indicators
| BA | IUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.45% | -17.90% | -71.55% |
Max Drawdown (1Y)Largest decline over 1 year | -24.96% | -2.53% | -22.43% |
Max Drawdown (3Y)Largest decline over 3 years | -48.31% | -5.47% | -42.84% |
Max Drawdown (5Y)Largest decline over 5 years | -51.62% | -17.87% | -33.75% |
Max Drawdown (10Y)Largest decline over 10 years | -77.92% | -17.90% | -60.02% |
Current DrawdownCurrent decline from peak | -51.32% | -1.53% | -49.79% |
Average DrawdownAverage peak-to-trough decline | -31.05% | -3.56% | -27.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.62% | 0.92% | +10.70% |
Volatility
BA vs. IUSB - Volatility Comparison
The Boeing Company (BA) has a higher volatility of 8.19% compared to iShares Core Universal USD Bond ETF (IUSB) at 1.02%. This indicates that BA'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.
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Volatility by Period
| BA | IUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.19% | 1.02% | +7.17% |
Volatility (6M)Calculated over the trailing 6-month period | 23.84% | 2.81% | +21.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.24% | 3.57% | +28.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.49% | 5.80% | +30.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.65% | 5.05% | +36.60% |
Dividends
BA vs. IUSB - Dividend Comparison
BA has not paid dividends to shareholders, while IUSB's dividend yield for the trailing twelve months is around 4.26%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BA The Boeing Company | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.96% | 2.52% | 2.12% | 1.93% | 2.80% | 2.52% |
IUSB iShares Core Universal USD Bond ETF | 4.26% | 4.17% | 4.04% | 3.46% | 2.53% | 1.74% | 2.68% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% |
Frequently Asked Questions
BA and IUSB have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BA has higher volatility (8.19%) compared to IUSB (1.02%). In terms of maximum drawdown, BA dropped -89.45% vs IUSB's -17.90%.
IUSB currently has the higher Sharpe Ratio (1.15 vs -0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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