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IGSB vs. QCON
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IGSB vs. QCON - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Short-Term Corporate Bond ETF (IGSB) and American Century Quality Convertible Securities ETF (QCON). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IGSB

1D
-0.06%
1M
0.27%
YTD
0.72%
6M
1.01%
1Y
4.72%
3Y*
5.66%
5Y*
2.43%
10Y*
2.74%

QCON

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGSB vs. QCON - Yearly Performance Comparison


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Return for Risk

IGSB vs. QCON — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IGSB
IGSB Risk / Return Rank: 7575
Overall Rank
IGSB Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
IGSB Sortino Ratio Rank: 8484
Sortino Ratio Rank
IGSB Omega Ratio Rank: 8181
Omega Ratio Rank
IGSB Calmar Ratio Rank: 6565
Calmar Ratio Rank
IGSB Martin Ratio Rank: 7070
Martin Ratio Rank

QCON
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IGSB vs. QCON - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Short-Term Corporate Bond ETF (IGSB) and American Century Quality Convertible Securities ETF (QCON). 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.


IGSBQCONDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.49

Calmar ratioReturn relative to maximum drawdown

3.25

Martin ratioReturn relative to average drawdown

13.22

IGSB vs. QCON - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IGSBQCONDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.79

Sharpe Ratio (All Time)

Calculated using the full available price history

0.70

Drawdowns

IGSB vs. QCON - Drawdown Comparison

The maximum IGSB drawdown since its inception was -13.38%, which is greater than QCON's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for IGSB and QCON.


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Drawdown Indicators


IGSBQCONDifference

Max Drawdown

Largest peak-to-trough decline

-13.38%

0.00%

-13.38%

Max Drawdown (1Y)

Largest decline over 1 year

-1.46%

Max Drawdown (3Y)

Largest decline over 3 years

-1.46%

Max Drawdown (5Y)

Largest decline over 5 years

-9.46%

Max Drawdown (10Y)

Largest decline over 10 years

-13.38%

Current Drawdown

Current decline from peak

-0.32%

0.00%

-0.32%

Average Drawdown

Average peak-to-trough decline

-0.85%

0.00%

-0.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.36%

Volatility

IGSB vs. QCON - Volatility Comparison


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Volatility by Period


IGSBQCONDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.57%

Volatility (6M)

Calculated over the trailing 6-month period

1.41%

Volatility (1Y)

Calculated over the trailing 1-year period

1.92%

0.00%

+1.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.93%

0.00%

+2.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.46%

0.00%

+3.46%

IGSB vs. QCON - Expense Ratio Comparison

IGSB has a 0.06% expense ratio, which is lower than QCON's 0.32% expense ratio.


Dividends

IGSB vs. QCON - Dividend Comparison

IGSB's dividend yield for the trailing twelve months is around 4.58%, while QCON has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
IGSB
iShares Short-Term Corporate Bond ETF
4.58%4.44%4.02%3.26%2.07%1.82%2.36%3.06%2.46%1.65%1.45%1.18%
QCON
American Century Quality Convertible Securities ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, IGSB is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IGSB is cheaper with a 0.06% expense ratio, compared with 0.32% for QCON.

IGSB has the higher dividend yield at 4.58%, compared with 0.00% for QCON.

They also come from different issuers: iShares and American Century. Their fees differ too: 0.06% for IGSB and 0.32% for QCON.

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