BOND vs. IUSB
Compare and contrast key facts about PIMCO Active Bond ETF (BOND) and iShares Core Universal USD Bond ETF (IUSB).
BOND and IUSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BOND is an actively managed fund by PIMCO. It was launched on Mar 1, 2012. IUSB is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Universal Index. It was launched on Jun 10, 2014.
Performance
BOND vs. IUSB - Performance Comparison
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BOND vs. IUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BOND PIMCO Active Bond ETF | -0.02% | 8.39% | 2.77% | 6.48% | -14.57% | -0.77% | 7.80% | 8.54% | 0.08% | 4.76% |
IUSB iShares Core Universal USD Bond ETF | -0.07% | 7.38% | 2.11% | 6.23% | -13.04% | -1.33% | 7.62% | 9.13% | -0.27% | 3.82% |
Returns By Period
In the year-to-date period, BOND achieves a -0.02% return, which is significantly higher than IUSB's -0.07% return. Over the past 10 years, BOND has outperformed IUSB with an annualized return of 2.24%, while IUSB has yielded a comparatively lower 2.06% annualized return.
BOND
- 1D
- 0.25%
- 1M
- -2.06%
- YTD
- -0.02%
- 6M
- 1.43%
- 1Y
- 5.07%
- 3Y*
- 4.76%
- 5Y*
- 0.62%
- 10Y*
- 2.24%
IUSB
- 1D
- 0.20%
- 1M
- -1.81%
- YTD
- -0.07%
- 6M
- 0.97%
- 1Y
- 4.55%
- 3Y*
- 4.07%
- 5Y*
- 0.53%
- 10Y*
- 2.06%
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BOND vs. IUSB - Expense Ratio Comparison
BOND has a 0.54% expense ratio, which is higher than IUSB's 0.06% expense ratio.
Return for Risk
BOND vs. IUSB — Risk / Return Rank
BOND
IUSB
BOND vs. IUSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Active Bond ETF (BOND) and iShares Core Universal USD Bond ETF (IUSB). 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.
| BOND | IUSB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 1.11 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.56 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.92 | -0.33 |
Martin ratioReturn relative to average drawdown | 4.65 | 5.96 | -1.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BOND | IUSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 1.11 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.09 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.41 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.46 | +0.17 |
Correlation
The correlation between BOND and IUSB is 0.81, 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.
Dividends
BOND vs. IUSB - Dividend Comparison
BOND's dividend yield for the trailing twelve months is around 5.18%, more than IUSB's 4.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOND PIMCO Active Bond ETF | 5.18% | 5.11% | 5.02% | 4.06% | 3.44% | 2.58% | 2.66% | 3.38% | 3.18% | 2.87% | 2.85% | 4.14% |
IUSB iShares Core Universal USD Bond ETF | 4.23% | 4.17% | 4.04% | 3.46% | 2.53% | 1.74% | 2.68% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% |
Drawdowns
BOND vs. IUSB - Drawdown Comparison
The maximum BOND drawdown since its inception was -19.71%, which is greater than IUSB's maximum drawdown of -17.90%. Use the drawdown chart below to compare losses from any high point for BOND and IUSB.
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Drawdown Indicators
| BOND | IUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.71% | -17.90% | -1.81% |
Max Drawdown (1Y)Largest decline over 1 year | -3.29% | -2.49% | -0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -19.71% | -17.87% | -1.84% |
Max Drawdown (10Y)Largest decline over 10 years | -19.71% | -17.90% | -1.81% |
Current DrawdownCurrent decline from peak | -2.06% | -1.81% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -3.53% | -3.62% | +0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.12% | 0.80% | +0.32% |
Volatility
BOND vs. IUSB - Volatility Comparison
PIMCO Active Bond ETF (BOND) has a higher volatility of 1.82% compared to iShares Core Universal USD Bond ETF (IUSB) at 1.62%. This indicates that BOND's price experiences larger fluctuations and is considered to be riskier than IUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BOND | IUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.82% | 1.62% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 2.70% | 2.41% | +0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.72% | 4.13% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.73% | 5.77% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.07% | 5.03% | +0.04% |