BBHY vs. ISTB
Compare and contrast key facts about JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) and iShares Core 1-5 Year USD Bond ETF (ISTB).
BBHY and ISTB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBHY is a passively managed fund by JPMorgan that tracks the performance of the ICE BofA US High Yield Index. It was launched on Sep 15, 2016. ISTB is a passively managed fund by iShares that tracks the performance of the Barclays U.S. Government/Credit 1-5 Year Bond Index. It was launched on Oct 18, 2012. Both BBHY and ISTB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBHY or ISTB.
Correlation
The correlation between BBHY and ISTB is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BBHY vs. ISTB - Performance Comparison
Key characteristics
BBHY:
1.29
ISTB:
2.77
BBHY:
1.83
ISTB:
4.33
BBHY:
1.28
ISTB:
1.55
BBHY:
1.46
ISTB:
3.43
BBHY:
7.86
ISTB:
12.16
BBHY:
0.93%
ISTB:
0.52%
BBHY:
5.79%
ISTB:
2.30%
BBHY:
-24.98%
ISTB:
-9.39%
BBHY:
-0.90%
ISTB:
-0.55%
Returns By Period
In the year-to-date period, BBHY achieves a 1.30% return, which is significantly lower than ISTB's 2.16% return.
BBHY
1.30%
4.32%
1.03%
7.40%
5.43%
N/A
ISTB
2.16%
0.46%
2.44%
6.34%
1.50%
2.03%
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BBHY vs. ISTB - Expense Ratio Comparison
BBHY has a 0.15% expense ratio, which is higher than ISTB'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%.
Risk-Adjusted Performance
BBHY vs. ISTB — Risk-Adjusted Performance Rank
BBHY
ISTB
BBHY vs. ISTB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) and iShares Core 1-5 Year USD Bond ETF (ISTB). 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
BBHY vs. ISTB - Dividend Comparison
BBHY's dividend yield for the trailing twelve months is around 7.93%, more than ISTB's 3.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBHY JPMorgan BetaBuilders USD High Yield Corporate Bond ETF | 7.93% | 7.18% | 6.49% | 5.92% | 4.06% | 4.73% | 5.00% | 5.02% | 4.81% | 1.42% | 0.00% | 0.00% |
ISTB iShares Core 1-5 Year USD Bond ETF | 3.96% | 3.83% | 2.97% | 2.01% | 1.63% | 2.20% | 2.75% | 2.57% | 2.06% | 1.90% | 1.58% | 1.07% |
Drawdowns
BBHY vs. ISTB - Drawdown Comparison
The maximum BBHY drawdown since its inception was -24.98%, which is greater than ISTB's maximum drawdown of -9.39%. Use the drawdown chart below to compare losses from any high point for BBHY and ISTB. For additional features, visit the drawdowns tool.
Volatility
BBHY vs. ISTB - Volatility Comparison
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) has a higher volatility of 3.58% compared to iShares Core 1-5 Year USD Bond ETF (ISTB) at 0.83%. This indicates that BBHY's price experiences larger fluctuations and is considered to be riskier than ISTB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.