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 6.28%/yr vs 1.97%/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 0.89% return, which is significantly higher than IUSB's 0.67% return. Over the past 10 years, BA has outperformed IUSB with an annualized return of 6.28%, while IUSB has yielded a comparatively lower 1.97% annualized return.
BA
- 1D
- -1.16%
- 1M
- -0.65%
- YTD
- 0.89%
- 6M
- 7.18%
- 1Y
- 9.35%
- 3Y*
- -0.20%
- 5Y*
- -2.40%
- 10Y*
- 6.28%
IUSB
- 1D
- -0.07%
- 1M
- 1.10%
- YTD
- 0.67%
- 6M
- 1.05%
- 1Y
- 5.21%
- 3Y*
- 4.70%
- 5Y*
- 0.39%
- 10Y*
- 1.97%
BA vs. IUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BA The Boeing Company | 0.89% | 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 | 0.67% | 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 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.03 |
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 (0.22) 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 | -1.12 | ||
| Sortino ratioReturn per unit of downside risk | -1.44 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.24 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.30 | 1.92 | -1.61 |
| Martin ratioReturn relative to average drawdown | 0.69 | 5.62 | -4.93 |
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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% | -5.82% | -42.49% |
Max Drawdown (5Y)Largest decline over 5 years | -53.76% | -17.87% | -35.89% |
Max Drawdown (10Y)Largest decline over 10 years | -77.92% | -17.90% | -60.02% |
Current DrawdownCurrent decline from peak | -49.09% | -1.09% | -48.00% |
Average DrawdownAverage peak-to-trough decline | -31.02% | -3.58% | -27.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.95% | 0.86% | +10.09% |
Volatility
BA vs. IUSB - Volatility Comparison
The Boeing Company (BA) has a higher volatility of 12.44% compared to iShares Core Universal USD Bond ETF (IUSB) at 1.30%. 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 | 12.44% | 1.30% | +11.14% |
Volatility (6M)Calculated over the trailing 6-month period | 23.39% | 2.69% | +20.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.33% | 3.59% | +28.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.58% | 5.80% | +30.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.61% | 5.04% | +36.57% |
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 4.22%.
| 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 | 4.22% | 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 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BA has higher volatility (12.44%) compared to IUSB (1.30%). In terms of maximum drawdown, BA dropped -89.45% vs IUSB's -17.90%.
IUSB currently has the higher Sharpe Ratio (1.35 vs 0.24), 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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