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BBBI vs. QCON
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BBBI vs. QCON - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) and American Century Quality Convertible Securities ETF (QCON). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BBBI

1D
0.08%
1M
0.30%
YTD
0.46%
6M
0.63%
1Y
6.02%
3Y*
5Y*
10Y*

QCON

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBBI vs. QCON - Yearly Performance Comparison


BBBI vs. QCON - Sectors Allocation Comparison


Sectors
BBBI
QCON

Consumer Defensive

0.2%

-

Healthcare

0.1%

-

Communication Services

0.1%

-

Basic Materials

-

-

Consumer Cyclical

-

-

Energy

-

-

Financial Services

-

7.9%

Industrials

-

1.0%

Real Estate

-

-

Technology

-

-

Utilities

-

1.5%

Consumer Defensive

BBBI
0.2%
QCON

-

Healthcare

BBBI
0.1%
QCON

-

Communication Services

BBBI
0.1%
QCON

-

Basic Materials

BBBI

-

QCON

-

Consumer Cyclical

BBBI

-

QCON

-

Energy

BBBI

-

QCON

-

Financial Services

BBBI

-

QCON
7.9%

Industrials

BBBI

-

QCON
1.0%

Real Estate

BBBI

-

QCON

-

Technology

BBBI

-

QCON

-

Utilities

BBBI

-

QCON
1.5%

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Return for Risk

BBBI vs. QCON — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBBI
BBBI Risk / Return Rank: 4444
Overall Rank
BBBI Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
BBBI Sortino Ratio Rank: 4646
Sortino Ratio Rank
BBBI Omega Ratio Rank: 4242
Omega Ratio Rank
BBBI Calmar Ratio Rank: 4242
Calmar Ratio Rank
BBBI Martin Ratio Rank: 4444
Martin Ratio Rank

QCON
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBBI vs. QCON - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) and American Century Quality Convertible Securities ETF (QCON). 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.


BBBIQCONDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.27

Calmar ratioReturn relative to maximum drawdown

2.05

Martin ratioReturn relative to average drawdown

7.02

BBBI vs. QCON - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BBBIQCONDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.53

Sharpe Ratio (All Time)

Calculated using the full available price history

1.19

Drawdowns

BBBI vs. QCON - Drawdown Comparison

The maximum BBBI drawdown since its inception was -4.11%, which is greater than QCON's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for BBBI and QCON.


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Drawdown Indicators


BBBIQCONDifference

Max Drawdown

Largest peak-to-trough decline

-4.11%

0.00%

-4.11%

Max Drawdown (1Y)

Largest decline over 1 year

-2.94%

Current Drawdown

Current decline from peak

-1.06%

0.00%

-1.06%

Average Drawdown

Average peak-to-trough decline

-0.98%

0.00%

-0.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.86%

Volatility

BBBI vs. QCON - Volatility Comparison


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Volatility by Period


BBBIQCONDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.32%

Volatility (6M)

Calculated over the trailing 6-month period

3.00%

Volatility (1Y)

Calculated over the trailing 1-year period

3.98%

0.00%

+3.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.01%

0.00%

+5.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.01%

0.00%

+5.01%

BBBI vs. QCON - Expense Ratio Comparison

BBBI has a 0.19% expense ratio, which is lower than QCON's 0.32% expense ratio.


Dividends

BBBI vs. QCON - Dividend Comparison

BBBI's dividend yield for the trailing twelve months is around 4.79%, while QCON has not paid dividends to shareholders.


Frequently Asked Questions


On fees, BBBI is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BBBI is cheaper with a 0.19% expense ratio, compared with 0.32% for QCON.

BBBI has the higher dividend yield at 4.79%, compared with 0.00% for QCON.

They also come from different issuers: BondBloxx and American Century. Their fees differ too: 0.19% for BBBI and 0.32% for QCON.

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