ESGB vs. IMTB
ESGB (IQ MacKay ESG Core Plus Bond ETF) and IMTB (iShares Core 5-10 Year USD Bond ETF) are both Intermediate Core-Plus Bond funds. ESGB is actively managed, while IMTB is passively managed. Their 0.07 correlation means their historical movements had little consistent relationship. ESGB charges 0.39%/yr vs 0.06%/yr for IMTB.
Performance
ESGB vs. IMTB - Performance Comparison
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Returns By Period
ESGB
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
IMTB
- 1D
- -0.37%
- 1M
- -1.14%
- 6M
- -0.85%
- YTD
- -0.69%
- 1Y
- 2.82%
- 3Y*
- 4.69%
- 5Y*
- 0.15%
- 10Y*
- —
- ALL TIME*
- 1.76%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.15M | $1.45M | $1.46M |
ESGB vs. IMTB - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
ESGB IQ MacKay ESG Core Plus Bond ETF | -0.18% |
IMTB iShares Core 5-10 Year USD Bond ETF | -0.67% |
Correlation
The correlation between ESGB and IMTB is 0.07, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 4, 2026 | 0.07 |
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Return for Risk
ESGB vs. IMTB — Risk / Return Rank
ESGB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IMTB
ESGB vs. IMTB - 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 Core 5-10 Year USD Bond ETF (IMTB). 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 | IMTB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.15 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.27 | — |
| Martin ratioReturn relative to average drawdown | — | 3.27 | — |
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Drawdowns
ESGB vs. IMTB - Drawdown Comparison
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Drawdown Indicators
| ESGB | IMTB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -18.15% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.86% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -5.83% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.05% | — |
Current DrawdownCurrent decline from peak | — | -2.40% | — |
Average DrawdownAverage peak-to-trough decline | — | -4.09% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.11% | — |
Volatility
ESGB vs. IMTB - Volatility Comparison
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Volatility by Period
| ESGB | IMTB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.10% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 3.29% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 4.13% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 6.32% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 5.17% | — |
ESGB vs. IMTB - Expense Ratio Comparison
ESGB has a 0.39% expense ratio, which is higher than IMTB's 0.06% expense ratio.
Dividends
ESGB vs. IMTB - Dividend Comparison
ESGB has not paid dividends to shareholders, while IMTB's dividend yield for the trailing twelve months is around 4.57%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
ESGB IQ MacKay ESG Core Plus Bond ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IMTB iShares Core 5-10 Year USD Bond ETF | 4.18% | 4.40% | 4.42% | 4.13% | 2.90% | 2.49% | 2.63% | 2.91% | 3.04% | 2.75% | 0.40% |
Frequently Asked Questions
ESGB and IMTB have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IMTB is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IMTB is cheaper with a 0.06% expense ratio, compared with 0.39% for ESGB.
IMTB has the higher dividend yield at 4.18%, compared with 0.00% for ESGB.
They also come from different issuers: IndexIQ and iShares. Their fees differ too: 0.39% for ESGB and 0.06% for IMTB.
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