BIBL vs. USXF
Compare and contrast key facts about Inspire 100 ETF (BIBL) and iShares ESG Advanced MSCI USA ETF (USXF).
BIBL and USXF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BIBL is a passively managed fund by Inspire that tracks the performance of the Inspire 100 Index. It was launched on Oct 30, 2017. USXF is a passively managed fund by iShares that tracks the performance of the MSCI USA Choice ESG Screened Index. It was launched on Jun 16, 2020. Both BIBL and USXF 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: BIBL or USXF.
Correlation
The correlation between BIBL and USXF is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BIBL vs. USXF - Performance Comparison
Key characteristics
BIBL:
1.02
USXF:
1.77
BIBL:
1.50
USXF:
2.45
BIBL:
1.18
USXF:
1.32
BIBL:
1.25
USXF:
2.92
BIBL:
5.61
USXF:
10.89
BIBL:
2.75%
USXF:
2.73%
BIBL:
15.08%
USXF:
16.74%
BIBL:
-36.12%
USXF:
-29.54%
BIBL:
-7.50%
USXF:
-4.66%
Returns By Period
In the year-to-date period, BIBL achieves a 13.21% return, which is significantly lower than USXF's 26.95% return.
BIBL
13.21%
-4.50%
3.69%
14.00%
9.90%
N/A
USXF
26.95%
-3.23%
6.95%
27.88%
N/A
N/A
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BIBL vs. USXF - Expense Ratio Comparison
BIBL has a 0.35% expense ratio, which is higher than USXF's 0.10% expense ratio.
Risk-Adjusted Performance
BIBL vs. USXF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Inspire 100 ETF (BIBL) and iShares ESG Advanced MSCI USA ETF (USXF). 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
BIBL vs. USXF - Dividend Comparison
BIBL's dividend yield for the trailing twelve months is around 0.71%, less than USXF's 1.00% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|
Inspire 100 ETF | 0.71% | 1.02% | 0.98% | 17.87% | 1.67% | 1.30% | 1.62% | 0.31% |
iShares ESG Advanced MSCI USA ETF | 1.00% | 1.21% | 1.39% | 0.85% | 0.58% | 0.00% | 0.00% | 0.00% |
Drawdowns
BIBL vs. USXF - Drawdown Comparison
The maximum BIBL drawdown since its inception was -36.12%, which is greater than USXF's maximum drawdown of -29.54%. Use the drawdown chart below to compare losses from any high point for BIBL and USXF. For additional features, visit the drawdowns tool.
Volatility
BIBL vs. USXF - Volatility Comparison
Inspire 100 ETF (BIBL) and iShares ESG Advanced MSCI USA ETF (USXF) have volatilities of 4.69% and 4.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.