ESGB vs. FIBR
Compare and contrast key facts about IQ MacKay ESG Core Plus Bond ETF (ESGB) and iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR).
ESGB and FIBR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ESGB is an actively managed fund by IndexIQ. It was launched on Jun 29, 2021. FIBR is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Fixed Income Balanced Risk Index. It was launched on Feb 24, 2015.
Performance
ESGB vs. FIBR - Performance Comparison
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ESGB vs. FIBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ESGB IQ MacKay ESG Core Plus Bond ETF | 0.26% | 7.76% | 4.19% | 7.16% | -14.44% | 0.38% |
FIBR iShares U.S. Fixed Income Balanced Risk Systematic ETF | -0.06% | 8.32% | 6.04% | 8.22% | -13.57% | 0.02% |
Returns By Period
In the year-to-date period, ESGB achieves a 0.26% return, which is significantly higher than FIBR's -0.06% return.
ESGB
- 1D
- 0.10%
- 1M
- -1.31%
- YTD
- 0.26%
- 6M
- 1.07%
- 1Y
- 4.68%
- 3Y*
- 5.34%
- 5Y*
- —
- 10Y*
- —
FIBR
- 1D
- 0.05%
- 1M
- -1.47%
- YTD
- -0.06%
- 6M
- 0.79%
- 1Y
- 6.41%
- 3Y*
- 6.55%
- 5Y*
- 1.68%
- 10Y*
- 2.49%
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ESGB vs. FIBR - Expense Ratio Comparison
ESGB has a 0.39% expense ratio, which is higher than FIBR's 0.25% expense ratio.
Return for Risk
ESGB vs. FIBR — Risk / Return Rank
ESGB
FIBR
ESGB vs. FIBR - 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 U.S. Fixed Income Balanced Risk Systematic ETF (FIBR). 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.
| ESGB | FIBR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.66 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.58 | 2.39 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.31 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 2.28 | -0.38 |
Martin ratioReturn relative to average drawdown | 6.21 | 9.21 | -3.00 |
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
| ESGB | FIBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.66 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.30 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.50 | -0.36 |
Correlation
The correlation between ESGB and FIBR is 0.74, 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
ESGB vs. FIBR - Dividend Comparison
ESGB's dividend yield for the trailing twelve months is around 5.56%, more than FIBR's 4.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESGB IQ MacKay ESG Core Plus Bond ETF | 5.56% | 5.46% | 5.40% | 4.82% | 3.17% | 0.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FIBR iShares U.S. Fixed Income Balanced Risk Systematic ETF | 4.65% | 4.78% | 5.04% | 4.44% | 3.27% | 1.92% | 2.57% | 3.27% | 3.61% | 2.74% | 2.92% | 2.26% |
Drawdowns
ESGB vs. FIBR - Drawdown Comparison
The maximum ESGB drawdown since its inception was -18.96%, roughly equal to the maximum FIBR drawdown of -18.47%. Use the drawdown chart below to compare losses from any high point for ESGB and FIBR.
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Drawdown Indicators
| ESGB | FIBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.96% | -18.47% | -0.49% |
Max Drawdown (1Y)Largest decline over 1 year | -2.60% | -2.84% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.47% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.47% | — |
Current DrawdownCurrent decline from peak | -1.66% | -1.91% | +0.25% |
Average DrawdownAverage peak-to-trough decline | -7.28% | -3.30% | -3.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.80% | 0.70% | +0.10% |
Volatility
ESGB vs. FIBR - Volatility Comparison
The current volatility for IQ MacKay ESG Core Plus Bond ETF (ESGB) is 1.81%, while iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR) has a volatility of 1.91%. This indicates that ESGB experiences smaller price fluctuations and is considered to be less risky than FIBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ESGB | FIBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.81% | 1.91% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 2.67% | 2.96% | -0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.15% | 3.87% | +0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.08% | 5.59% | -0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.08% | 4.93% | +0.15% |