FIBR vs. STXT
FIBR (iShares U.S. Fixed Income Balanced Risk Systematic ETF) and STXT (Strive Total Return Bond ETF) are both Intermediate Core-Plus Bond funds - FIBR tracks the Bloomberg U.S. Fixed Income Balanced Risk Index while STXT tracks the Bloomberg US Aggregate Bond Index. Both are passively managed. Over the past year, FIBR returned 5.34% vs 3.92% for STXT. A 0.68 correlation means they provide meaningful diversification when combined. FIBR charges 0.25%/yr vs 0.49%/yr for STXT.
Performance
FIBR vs. STXT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FIBR achieves a 0.06% return, which is significantly higher than STXT's -0.14% return.
FIBR
- 1D
- -0.27%
- 1M
- 0.22%
- YTD
- 0.06%
- 6M
- -0.05%
- 1Y
- 5.34%
- 3Y*
- 6.70%
- 5Y*
- 1.54%
- 10Y*
- 2.28%
STXT
- 1D
- -0.33%
- 1M
- -0.55%
- YTD
- -0.14%
- 6M
- -0.25%
- 1Y
- 3.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FIBR vs. STXT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
FIBR iShares U.S. Fixed Income Balanced Risk Systematic ETF | 0.06% | 8.32% | 6.04% | 5.19% |
STXT Strive Total Return Bond ETF | -0.14% | 6.58% | 1.77% | 4.09% |
Correlation
The correlation between FIBR and STXT is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Aug 11, 2023 | 0.68 |
The correlation between FIBR and STXT has been stable across timeframes, ranging from 0.68 to 0.69 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FIBR vs. STXT — Risk / Return Rank
FIBR
STXT
FIBR vs. STXT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR) and Strive Total Return Bond ETF (STXT). 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.
| FIBR | STXT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.40 | ||
| Sortino ratioReturn per unit of downside risk | +0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.18 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.40 | +0.39 |
| Martin ratioReturn relative to average drawdown | 5.50 | 4.23 | +1.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| FIBR | STXT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.02 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.87 | -0.37 |
Drawdowns
FIBR vs. STXT - Drawdown Comparison
The maximum FIBR drawdown since its inception was -18.47%, which is greater than STXT's maximum drawdown of -5.27%. Use the drawdown chart below to compare losses from any high point for FIBR and STXT.
Loading charts...
Drawdown Indicators
| FIBR | STXT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.47% | -5.27% | -13.20% |
Max Drawdown (1Y)Largest decline over 1 year | -2.99% | -2.80% | -0.19% |
Max Drawdown (3Y)Largest decline over 3 years | -3.08% | — | — |
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 | -1.79% | -1.99% | +0.20% |
Average DrawdownAverage peak-to-trough decline | -3.27% | -1.36% | -1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 0.93% | +0.04% |
Volatility
FIBR vs. STXT - Volatility Comparison
The current volatility for iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR) is 1.40%, while Strive Total Return Bond ETF (STXT) has a volatility of 1.52%. This indicates that FIBR experiences smaller price fluctuations and is considered to be less risky than STXT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FIBR | STXT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.40% | 1.52% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 3.10% | 2.78% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.80% | 3.87% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.63% | 5.04% | +0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.95% | 5.04% | -0.09% |
FIBR vs. STXT - Expense Ratio Comparison
FIBR has a 0.25% expense ratio, which is lower than STXT's 0.49% expense ratio.
Dividends
FIBR vs. STXT - Dividend Comparison
FIBR's dividend yield for the trailing twelve months is around 4.62%, less than STXT's 4.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIBR iShares U.S. Fixed Income Balanced Risk Systematic ETF | 4.62% | 4.78% | 5.04% | 4.44% | 3.27% | 1.92% | 2.57% | 3.27% | 3.61% | 2.74% | 2.92% | 2.26% |
STXT Strive Total Return Bond ETF | 4.72% | 4.93% | 5.15% | 1.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
FIBR and STXT have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STXT has higher volatility (1.52%) compared to FIBR (1.40%). In terms of maximum drawdown, FIBR dropped -18.47% vs STXT's -5.27%.
On 1-year performance, FIBR leads with 5.34% vs 3.92% for STXT. On fees, FIBR is cheaper at 0.25% per year. On volatility, FIBR has been the lower-risk option at 1.40%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, FIBR has performed better with a 5.34% return vs 3.92%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
FIBR is cheaper with a 0.25% expense ratio, compared with 0.49% for STXT.
STXT has the higher dividend yield at 4.72%, compared with 4.62% for FIBR.
FIBR tracks Bloomberg U.S. Fixed Income Balanced Risk Index, while STXT tracks Bloomberg US Aggregate Bond Index. They also come from different issuers: iShares and Strive. Their fees differ too: 0.25% for FIBR and 0.49% for STXT.
FIBR currently has the higher Sharpe Ratio (1.41 vs 1.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for FIBR and STXT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer