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BBBS vs. IGSB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BBBS vs. IGSB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bondbloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) and iShares Short-Term Corporate Bond ETF (IGSB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with BBBS having a 0.77% return and IGSB slightly higher at 0.79%.


BBBS

1D
0.02%
1M
0.23%
YTD
0.77%
6M
1.23%
1Y
4.44%
3Y*
5Y*
10Y*

IGSB

1D
0.08%
1M
0.27%
YTD
0.79%
6M
1.18%
1Y
4.52%
3Y*
5.69%
5Y*
2.44%
10Y*
2.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBBS vs. IGSB - Yearly Performance Comparison


2026 (YTD)20252024
BBBS
Bondbloxx BBB Rated 1-5 Year Corporate Bond ETF
0.77%6.67%4.96%
IGSB
iShares Short-Term Corporate Bond ETF
0.79%6.96%4.86%

Correlation

The correlation between BBBS and IGSB is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.93

Correlation (All Time)
Calculated using the full available price history since Jan 26, 2024

0.94

The correlation between BBBS and IGSB has been stable across timeframes, ranging from 0.93 to 0.94 - a consistent structural relationship.

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Return for Risk

BBBS vs. IGSB — Risk / Return Rank

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

BBBS
BBBS Risk / Return Rank: 7474
Overall Rank
BBBS Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
BBBS Sortino Ratio Rank: 8484
Sortino Ratio Rank
BBBS Omega Ratio Rank: 8181
Omega Ratio Rank
BBBS Calmar Ratio Rank: 6363
Calmar Ratio Rank
BBBS Martin Ratio Rank: 6969
Martin Ratio Rank

IGSB
IGSB Risk / Return Rank: 7474
Overall Rank
IGSB Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
IGSB Sortino Ratio Rank: 8383
Sortino Ratio Rank
IGSB Omega Ratio Rank: 8080
Omega Ratio Rank
IGSB Calmar Ratio Rank: 6464
Calmar Ratio Rank
IGSB Martin Ratio Rank: 7070
Martin Ratio Rank
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.

BBBS vs. IGSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bondbloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) and iShares Short-Term Corporate Bond ETF (IGSB). 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.


BBBSIGSBDifference
Sharpe ratioReturn per unit of total volatility

+0.02

Sortino ratioReturn per unit of downside risk

+0.05

Omega ratioGain probability vs. loss probability

1.48

1.47

0.00

Calmar ratioReturn relative to maximum drawdown

3.08

3.11

-0.04

Martin ratioReturn relative to average drawdown

12.59

12.72

-0.13

BBBS vs. IGSB - Sharpe Ratio Comparison

The current BBBS Sharpe Ratio is 2.40, which is comparable to the IGSB Sharpe Ratio of 2.38. The chart below compares the historical Sharpe Ratios of BBBS and IGSB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BBBSIGSBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.40

2.38

+0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.84

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

Sharpe Ratio (All Time)

Calculated using the full available price history

2.37

0.70

+1.66

Drawdowns

BBBS vs. IGSB - Drawdown Comparison

The maximum BBBS drawdown since its inception was -1.45%, smaller than the maximum IGSB drawdown of -13.38%. Use the drawdown chart below to compare losses from any high point for BBBS and IGSB.


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Drawdown Indicators


BBBSIGSBDifference

Max Drawdown

Largest peak-to-trough decline

-1.45%

-13.38%

+11.93%

Max Drawdown (1Y)

Largest decline over 1 year

-1.45%

-1.46%

+0.01%

Max Drawdown (3Y)

Largest decline over 3 years

-1.46%

Max Drawdown (5Y)

Largest decline over 5 years

-9.46%

Max Drawdown (10Y)

Largest decline over 10 years

-13.38%

Current Drawdown

Current decline from peak

-0.20%

-0.24%

+0.04%

Average Drawdown

Average peak-to-trough decline

-0.28%

-0.85%

+0.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.35%

0.36%

-0.01%

Volatility

BBBS vs. IGSB - Volatility Comparison

The current volatility for Bondbloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) is 0.49%, while iShares Short-Term Corporate Bond ETF (IGSB) has a volatility of 0.57%. This indicates that BBBS experiences smaller price fluctuations and is considered to be less risky than IGSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBBSIGSBDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.49%

0.57%

-0.08%

Volatility (6M)

Calculated over the trailing 6-month period

1.36%

1.41%

-0.05%

Volatility (1Y)

Calculated over the trailing 1-year period

1.87%

1.93%

-0.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.23%

2.93%

-0.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.23%

3.46%

-1.23%

BBBS vs. IGSB - Expense Ratio Comparison

BBBS has a 0.19% expense ratio, which is higher than IGSB's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

BBBS vs. IGSB - Dividend Comparison

BBBS's dividend yield for the trailing twelve months is around 4.58%, which matches IGSB's 4.57% yield.


PositionTTM20252024202320222021202020192018201720162015
BBBS
Bondbloxx BBB Rated 1-5 Year Corporate Bond ETF
4.58%4.55%4.31%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IGSB
iShares Short-Term Corporate Bond ETF
4.57%4.44%4.02%3.26%2.07%1.82%2.36%3.06%2.46%1.65%1.45%1.18%

Frequently Asked Questions


With a correlation of 0.93, BBBS and IGSB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

IGSB has higher volatility (0.57%) compared to BBBS (0.49%). In terms of maximum drawdown, BBBS dropped -1.45% vs IGSB's -13.38%.

On 1-year performance, IGSB leads with 4.52% vs 4.44% for BBBS. On fees, IGSB is cheaper at 0.06% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, IGSB has performed better with a 4.52% return vs 4.44%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IGSB is cheaper with a 0.06% expense ratio, compared with 0.19% for BBBS.

BBBS has the higher dividend yield at 4.58%, compared with 4.57% for IGSB.

BBBS is categorized as Short-Term Bond, while IGSB is Corporate Bonds. BBBS tracks Bloomberg U.S. Corporate BBB 1-5 Year Index, while IGSB tracks ICE BofAML 1-5 Year US Corporate Index. They also come from different issuers: BondBloxx and iShares. Their fees differ too: 0.19% for BBBS and 0.06% for IGSB.

BBBS currently has the higher Sharpe Ratio (2.40 vs 2.38), 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.

Portfolio Optimizer

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