ESGB vs. EUSB
ESGB (IQ MacKay ESG Core Plus Bond ETF) and EUSB (iShares ESG Advanced Total USD Bond Market ETF) are both Intermediate Core-Plus Bond funds. ESGB is actively managed, while EUSB is passively managed. At a 0.12 correlation, their price movements are largely independent. ESGB charges 0.39%/yr vs 0.12%/yr for EUSB.
Performance
ESGB vs. EUSB - Performance Comparison
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Returns By Period
ESGB
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EUSB
- 1D
- -0.09%
- 1M
- -0.32%
- 6M
- -0.15%
- YTD
- 0.05%
- 1Y
- 3.91%
- 3Y*
- 4.53%
- 5Y*
- 0.14%
- 10Y*
- —
ESGB vs. EUSB - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
ESGB IQ MacKay ESG Core Plus Bond ETF | -0.18% |
EUSB iShares ESG Advanced Total USD Bond Market ETF | -0.08% |
Correlation
The correlation between ESGB and EUSB is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 4, 2026 | 0.12 |
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Return for Risk
ESGB vs. EUSB — Risk / Return Rank
ESGB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EUSB
ESGB vs. EUSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for IQ MacKay ESG Core Plus Bond ETF (ESGB) and iShares ESG Advanced Total USD Bond Market ETF (EUSB). 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.
| ESGB | EUSB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.18 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.44 | — |
| Martin ratioReturn relative to average drawdown | — | 4.01 | — |
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Drawdowns
ESGB vs. EUSB - Drawdown Comparison
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Drawdown Indicators
| ESGB | EUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -17.87% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.48% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -5.76% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.45% | — |
Current DrawdownCurrent decline from peak | — | -1.44% | — |
Average DrawdownAverage peak-to-trough decline | — | -6.41% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.89% | — |
Volatility
ESGB vs. EUSB - Volatility Comparison
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Volatility by Period
| ESGB | EUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.04% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.63% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 3.48% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 5.78% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 5.39% | — |
ESGB vs. EUSB - Expense Ratio Comparison
ESGB has a 0.39% expense ratio, which is higher than EUSB's 0.12% expense ratio.
Dividends
ESGB vs. EUSB - Dividend Comparison
ESGB has not paid dividends to shareholders, while EUSB's dividend yield for the trailing twelve months is around 3.99%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
ESGB IQ MacKay ESG Core Plus Bond ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EUSB iShares ESG Advanced Total USD Bond Market ETF | 3.99% | 3.84% | 3.67% | 3.08% | 2.21% | 1.10% | 0.57% |
Frequently Asked Questions
ESGB and EUSB have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EUSB is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EUSB is cheaper with a 0.12% expense ratio, compared with 0.39% for ESGB.
EUSB has the higher dividend yield at 3.99%, compared with 0.00% for ESGB.
They also come from different issuers: IndexIQ and iShares. Their fees differ too: 0.39% for ESGB and 0.12% for EUSB.
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