Correlation
The correlation between BRTR and IUSB is 0.20, 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.
BRTR vs. IUSB
Compare and contrast key facts about Blackrock Total Return ETF (BRTR) and iShares Core Total USD Bond Market ETF (IUSB).
BRTR and IUSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BRTR is an actively managed fund by BlackRock. It was launched on Dec 12, 2023. IUSB is a passively managed fund by iShares that tracks the performance of the Barclays U.S. Universal Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRTR or IUSB.
Performance
BRTR vs. IUSB - Performance Comparison
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Key characteristics
BRTR:
1.11
IUSB:
1.23
BRTR:
1.57
IUSB:
1.79
BRTR:
1.19
IUSB:
1.21
BRTR:
1.12
IUSB:
0.59
BRTR:
2.50
IUSB:
3.28
BRTR:
2.27%
IUSB:
1.90%
BRTR:
5.24%
IUSB:
5.05%
BRTR:
-5.07%
IUSB:
-17.98%
BRTR:
-1.58%
IUSB:
-4.69%
Returns By Period
The year-to-date returns for both stocks are quite close, with BRTR having a 2.60% return and IUSB slightly lower at 2.51%.
BRTR
2.60%
-0.15%
0.55%
5.78%
N/A
N/A
N/A
IUSB
2.51%
-0.41%
0.95%
6.18%
2.07%
-0.42%
1.80%
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BRTR vs. IUSB - Expense Ratio Comparison
BRTR has a 0.38% expense ratio, which is higher than IUSB's 0.06% expense ratio.
Risk-Adjusted Performance
BRTR vs. IUSB — Risk-Adjusted Performance Rank
BRTR
IUSB
BRTR vs. IUSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Total Return ETF (BRTR) and iShares Core Total USD Bond Market 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.
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Dividends
BRTR vs. IUSB - Dividend Comparison
BRTR's dividend yield for the trailing twelve months is around 5.56%, more than IUSB's 4.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRTR Blackrock Total Return ETF | 5.56% | 5.58% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUSB iShares Core Total USD Bond Market ETF | 4.11% | 4.04% | 3.46% | 2.53% | 1.74% | 2.45% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% | 1.39% |
Drawdowns
BRTR vs. IUSB - Drawdown Comparison
The maximum BRTR drawdown since its inception was -5.07%, smaller than the maximum IUSB drawdown of -17.98%. Use the drawdown chart below to compare losses from any high point for BRTR and IUSB.
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Volatility
BRTR vs. IUSB - Volatility Comparison
Blackrock Total Return ETF (BRTR) and iShares Core Total USD Bond Market ETF (IUSB) have volatilities of 1.46% and 1.40%, 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.
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