Correlation
The correlation between GOVZ and BBLB is 0.16, 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.
GOVZ vs. BBLB
Compare and contrast key facts about iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) and Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF (BBLB).
GOVZ and BBLB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GOVZ is a passively managed fund by iShares that tracks the performance of the ICE BofA Long US Treasury Principal STRIPS Index. It was launched on Sep 22, 2020. BBLB is a passively managed fund by JPMorgan that tracks the performance of the U.S. Treasury 20+ Year Index. It was launched on Apr 19, 2023. Both GOVZ and BBLB 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: GOVZ or BBLB.
Performance
GOVZ vs. BBLB - Performance Comparison
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Key characteristics
GOVZ:
-0.30
BBLB:
0.01
GOVZ:
-0.28
BBLB:
0.08
GOVZ:
0.97
BBLB:
1.01
GOVZ:
-0.13
BBLB:
-0.01
GOVZ:
-0.53
BBLB:
-0.02
GOVZ:
14.13%
BBLB:
8.36%
GOVZ:
23.90%
BBLB:
14.21%
GOVZ:
-59.65%
BBLB:
-21.15%
GOVZ:
-57.36%
BBLB:
-12.49%
Returns By Period
In the year-to-date period, GOVZ achieves a -4.72% return, which is significantly lower than BBLB's -0.16% return.
GOVZ
-4.72%
-5.07%
-14.68%
-8.06%
-13.11%
N/A
N/A
BBLB
-0.16%
-2.74%
-6.14%
-0.65%
N/A
N/A
N/A
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GOVZ vs. BBLB - Expense Ratio Comparison
GOVZ has a 0.15% expense ratio, which is higher than BBLB's 0.07% 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
GOVZ vs. BBLB — Risk-Adjusted Performance Rank
GOVZ
BBLB
GOVZ vs. BBLB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) and Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF (BBLB). 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.
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Dividends
GOVZ vs. BBLB - Dividend Comparison
GOVZ's dividend yield for the trailing twelve months is around 5.02%, less than BBLB's 5.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
GOVZ iShares 25+ Year Treasury STRIPS Bond ETF | 5.02% | 4.68% | 3.84% | 3.69% | 1.76% | 0.39% |
BBLB Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF | 5.08% | 5.34% | 2.82% | 0.00% | 0.00% | 0.00% |
Drawdowns
GOVZ vs. BBLB - Drawdown Comparison
The maximum GOVZ drawdown since its inception was -59.65%, which is greater than BBLB's maximum drawdown of -21.15%. Use the drawdown chart below to compare losses from any high point for GOVZ and BBLB.
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Volatility
GOVZ vs. BBLB - Volatility Comparison
iShares 25+ Year Treasury STRIPS Bond ETF (GOVZ) has a higher volatility of 5.91% compared to Jpmorgan Betabuilders U.S. Treasury Bond 20+ Year ETF (BBLB) at 3.61%. This indicates that GOVZ's price experiences larger fluctuations and is considered to be riskier than BBLB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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