BBIB vs. IEF
BBIB (JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF) and IEF (iShares 7-10 Year Treasury Bond ETF) are both Government Bonds funds - BBIB tracks the ICE BofA US Treasury Bond (3-10 Y) while IEF tracks the ICE U.S. Treasury 7-10 Year Bond Index. Both are passively managed. Over the past 3 years, BBIB returned 3.66%/yr vs 2.75%/yr for IEF. With a 0.98 correlation, they move nearly in lockstep. BBIB charges 0.04%/yr vs 0.15%/yr for IEF.
Performance
BBIB vs. IEF - Performance Comparison
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Returns By Period
In the year-to-date period, BBIB achieves a 0.11% return, which is significantly lower than IEF's 0.18% return.
BBIB
- 1D
- 0.08%
- 1M
- 0.55%
- YTD
- 0.11%
- 6M
- 0.10%
- 1Y
- 2.94%
- 3Y*
- 3.66%
- 5Y*
- —
- 10Y*
- —
IEF
- 1D
- 0.06%
- 1M
- 0.88%
- YTD
- 0.18%
- 6M
- -0.02%
- 1Y
- 3.34%
- 3Y*
- 2.75%
- 5Y*
- -0.99%
- 10Y*
- 0.51%
BBIB vs. IEF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BBIB JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF | 0.11% | 7.44% | 1.28% | 1.38% |
IEF iShares 7-10 Year Treasury Bond ETF | 0.18% | 8.03% | -0.63% | 0.43% |
Correlation
The correlation between BBIB and IEF is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.98 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Apr 20, 2023 | 0.98 |
The correlation between BBIB and IEF has been stable across timeframes, ranging from 0.98 to 0.98 - a consistent structural relationship.
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Return for Risk
BBIB vs. IEF — Risk / Return Rank
BBIB
IEF
BBIB vs. IEF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF (BBIB) and iShares 7-10 Year Treasury Bond ETF (IEF). 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.
| BBIB | IEF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.16 | ||
| Sortino ratioReturn per unit of downside risk | +0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.12 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.82 | +0.23 |
| Martin ratioReturn relative to average drawdown | 2.81 | 2.21 | +0.60 |
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Drawdowns
BBIB vs. IEF - Drawdown Comparison
The maximum BBIB drawdown since its inception was -6.36%, smaller than the maximum IEF drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for BBIB and IEF.
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Drawdown Indicators
| BBIB | IEF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.36% | -23.93% | +17.57% |
Max Drawdown (1Y)Largest decline over 1 year | -2.80% | -4.07% | +1.27% |
Max Drawdown (3Y)Largest decline over 3 years | -4.31% | -7.74% | +3.43% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.40% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.93% | — |
Current DrawdownCurrent decline from peak | -1.52% | -10.60% | +9.08% |
Average DrawdownAverage peak-to-trough decline | -1.68% | -5.36% | +3.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 1.51% | -0.46% |
Volatility
BBIB vs. IEF - Volatility Comparison
The current volatility for JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF (BBIB) is 1.10%, while iShares 7-10 Year Treasury Bond ETF (IEF) has a volatility of 1.49%. This indicates that BBIB experiences smaller price fluctuations and is considered to be less risky than IEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBIB | IEF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.10% | 1.49% | -0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 2.53% | 3.54% | -1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.40% | 4.74% | -1.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.73% | 7.72% | -2.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.73% | 6.62% | -1.89% |
BBIB vs. IEF - Expense Ratio Comparison
BBIB has a 0.04% expense ratio, which is lower than IEF's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BBIB vs. IEF - Dividend Comparison
BBIB's dividend yield for the trailing twelve months is around 3.90%, which matches IEF's 3.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBIB JPMorgan BetaBuilders U.S. Treasury Bond 3-10 Year ETF | 3.90% | 3.95% | 3.76% | 2.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IEF iShares 7-10 Year Treasury Bond ETF | 3.87% | 3.77% | 3.62% | 2.91% | 1.96% | 0.83% | 1.08% | 2.08% | 2.24% | 1.82% | 1.81% | 1.90% |
Frequently Asked Questions
With a correlation of 0.98, BBIB and IEF 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.
IEF has higher volatility (1.49%) compared to BBIB (1.10%). In terms of maximum drawdown, BBIB dropped -6.36% vs IEF's -23.93%.
On 3-year performance, BBIB leads with 3.66% vs 2.75% for IEF. On fees, BBIB is cheaper at 0.04% per year. On volatility, BBIB has been the lower-risk option at 1.10%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, BBIB has performed better with a 3.66% return vs 2.75%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BBIB is cheaper with a 0.04% expense ratio, compared with 0.15% for IEF.
BBIB has the higher dividend yield at 3.90%, compared with 3.87% for IEF.
BBIB tracks ICE BofA US Treasury Bond (3-10 Y), while IEF tracks ICE U.S. Treasury 7-10 Year Bond Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.04% for BBIB and 0.15% for IEF.
BBIB currently has the higher Sharpe Ratio (0.87 vs 0.71), 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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