FTRB vs. IMTB
Compare and contrast key facts about Federated Hermes Total Return Bond ETF (FTRB) and iShares Core 5-10 Year USD Bond ETF (IMTB).
FTRB and IMTB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTRB is an actively managed fund by Federated. It was launched on Jan 2, 2024. IMTB is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Universal 5-10 Years Index. It was launched on Nov 1, 2016.
Performance
FTRB vs. IMTB - Performance Comparison
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FTRB vs. IMTB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
FTRB Federated Hermes Total Return Bond ETF | -0.17% | 7.60% | 2.56% |
IMTB iShares Core 5-10 Year USD Bond ETF | -0.09% | 8.88% | 3.09% |
Returns By Period
In the year-to-date period, FTRB achieves a -0.17% return, which is significantly lower than IMTB's -0.09% return.
FTRB
- 1D
- -0.10%
- 1M
- -1.48%
- YTD
- -0.17%
- 6M
- 0.92%
- 1Y
- 4.38%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IMTB
- 1D
- 0.05%
- 1M
- -1.37%
- YTD
- -0.09%
- 6M
- 1.16%
- 1Y
- 5.25%
- 3Y*
- 4.51%
- 5Y*
- 0.69%
- 10Y*
- —
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FTRB vs. IMTB - Expense Ratio Comparison
FTRB has a 0.39% expense ratio, which is higher than IMTB's 0.06% expense ratio.
Return for Risk
FTRB vs. IMTB — Risk / Return Rank
FTRB
IMTB
FTRB vs. IMTB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Total Return Bond ETF (FTRB) 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.
| FTRB | IMTB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.20 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.73 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 2.02 | -0.29 |
Martin ratioReturn relative to average drawdown | 5.29 | 6.33 | -1.05 |
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
| FTRB | IMTB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.20 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.11 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.37 | +0.60 |
Correlation
The correlation between FTRB and IMTB is 0.80, 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
FTRB vs. IMTB - Dividend Comparison
FTRB's dividend yield for the trailing twelve months is around 4.44%, which matches IMTB's 4.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FTRB Federated Hermes Total Return Bond ETF | 4.44% | 4.46% | 4.40% | 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 | 4.47% | 4.40% | 4.42% | 4.13% | 2.90% | 2.49% | 2.63% | 2.91% | 3.04% | 2.75% | 0.40% |
Drawdowns
FTRB vs. IMTB - Drawdown Comparison
The maximum FTRB drawdown since its inception was -4.83%, smaller than the maximum IMTB drawdown of -18.15%. Use the drawdown chart below to compare losses from any high point for FTRB and IMTB.
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Drawdown Indicators
| FTRB | IMTB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.83% | -18.15% | +13.32% |
Max Drawdown (1Y)Largest decline over 1 year | -2.77% | -2.77% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.11% | — |
Current DrawdownCurrent decline from peak | -1.82% | -1.80% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -1.27% | -4.18% | +2.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.88% | +0.03% |
Volatility
FTRB vs. IMTB - Volatility Comparison
Federated Hermes Total Return Bond ETF (FTRB) and iShares Core 5-10 Year USD Bond ETF (IMTB) have volatilities of 1.67% and 1.73%, 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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Volatility by Period
| FTRB | IMTB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.67% | 1.73% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 2.34% | 2.77% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.14% | 4.40% | -0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.61% | 6.24% | -1.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.61% | 5.20% | -0.59% |