IMBA.L vs. VPC
Compare and contrast key facts about iShares US Mortgage Backed Securities UCITS ETF (Acc) (IMBA.L) and Virtus Private Credit Strategy ETF (VPC).
IMBA.L and VPC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IMBA.L is a passively managed fund by iShares that tracks the performance of the Bloomberg US Government TR USD. It was launched on Apr 13, 2017. VPC is a passively managed fund by Virtus Investment Partners that tracks the performance of the Indxx Private Credit Index. It was launched on Feb 7, 2019. Both IMBA.L and VPC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IMBA.L vs. VPC - Performance Comparison
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IMBA.L vs. VPC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IMBA.L iShares US Mortgage Backed Securities UCITS ETF (Acc) | 0.29% | 8.36% | 1.51% | 3.65% | -11.44% | -1.51% | 3.69% | 5.21% |
VPC Virtus Private Credit Strategy ETF | -12.24% | -6.75% | 10.52% | 22.20% | -11.70% | 34.18% | -9.50% | 9.32% |
Returns By Period
In the year-to-date period, IMBA.L achieves a 0.29% return, which is significantly higher than VPC's -12.24% return.
IMBA.L
- 1D
- 0.65%
- 1M
- -1.41%
- YTD
- 0.29%
- 6M
- 1.84%
- 1Y
- 5.42%
- 3Y*
- 4.01%
- 5Y*
- 0.23%
- 10Y*
- —
VPC
- 1D
- -0.66%
- 1M
- -1.82%
- YTD
- -12.24%
- 6M
- -12.72%
- 1Y
- -17.70%
- 3Y*
- 1.97%
- 5Y*
- 2.06%
- 10Y*
- —
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IMBA.L vs. VPC - Expense Ratio Comparison
IMBA.L has a 0.28% expense ratio, which is lower than VPC's 5.53% expense ratio.
Return for Risk
IMBA.L vs. VPC — Risk / Return Rank
IMBA.L
VPC
IMBA.L vs. VPC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares US Mortgage Backed Securities UCITS ETF (Acc) (IMBA.L) and Virtus Private Credit Strategy ETF (VPC). 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.
| IMBA.L | VPC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | -1.07 | +1.96 |
Sortino ratioReturn per unit of downside risk | 1.24 | -1.41 | +2.65 |
Omega ratioGain probability vs. loss probability | 1.18 | 0.82 | +0.36 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | -0.75 | +2.29 |
Martin ratioReturn relative to average drawdown | 5.28 | -1.77 | +7.04 |
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
| IMBA.L | VPC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | -1.07 | +1.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.15 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.18 | +0.03 |
Correlation
The correlation between IMBA.L and VPC is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IMBA.L vs. VPC - Dividend Comparison
IMBA.L has not paid dividends to shareholders, while VPC's dividend yield for the trailing twelve months is around 17.89%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IMBA.L iShares US Mortgage Backed Securities UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VPC Virtus Private Credit Strategy ETF | 17.89% | 14.33% | 11.26% | 11.71% | 10.74% | 6.31% | 10.06% | 8.19% |
Drawdowns
IMBA.L vs. VPC - Drawdown Comparison
The maximum IMBA.L drawdown since its inception was -18.05%, smaller than the maximum VPC drawdown of -53.45%. Use the drawdown chart below to compare losses from any high point for IMBA.L and VPC.
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Drawdown Indicators
| IMBA.L | VPC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.05% | -53.45% | +35.40% |
Max Drawdown (1Y)Largest decline over 1 year | -3.56% | -22.76% | +19.20% |
Max Drawdown (5Y)Largest decline over 5 years | -17.67% | -24.86% | +7.19% |
Current DrawdownCurrent decline from peak | -1.43% | -22.27% | +20.84% |
Average DrawdownAverage peak-to-trough decline | -4.54% | -7.42% | +2.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 9.67% | -8.63% |
Volatility
IMBA.L vs. VPC - Volatility Comparison
The current volatility for iShares US Mortgage Backed Securities UCITS ETF (Acc) (IMBA.L) is 1.86%, while Virtus Private Credit Strategy ETF (VPC) has a volatility of 5.54%. This indicates that IMBA.L experiences smaller price fluctuations and is considered to be less risky than VPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMBA.L | VPC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.86% | 5.54% | -3.68% |
Volatility (6M)Calculated over the trailing 6-month period | 3.27% | 10.47% | -7.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.08% | 16.61% | -10.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.10% | 13.39% | -6.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.74% | 20.68% | -14.94% |