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IMTB vs. BCPL
Performance
Return for Risk
Dividends
Drawdowns
Volatility

IMTB vs. BCPL

Last updated Apr 3, 2026

Compare and contrast key facts about iShares Core 5-10 Year USD Bond ETF (IMTB) and BNY Mellon Core Plus ETF (BCPL).

IMTB and BCPL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. BCPL is an actively managed fund by BNY Mellon. It was launched on Jan 9, 2026.

Performance

IMTB vs. BCPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core 5-10 Year USD Bond ETF (IMTB) and BNY Mellon Core Plus ETF (BCPL). The values are adjusted to include any dividend payments, if applicable.

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IMTB vs. BCPL - Yearly Performance Comparison

2026 (YTD)
IMTB
iShares Core 5-10 Year USD Bond ETF		-0.20%
BCPL
BNY Mellon Core Plus ETF		-0.31%

Returns By Period

IMTB

1D
0.16%
1M
-1.01%
YTD
0.07%
6M
1.19%
1Y
5.55%
3Y*
4.43%
5Y*
0.72%
10Y*
—

BCPL

1D
0.05%
1M
-1.50%
YTD
—
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Core 5-10 Year USD Bond ETF

BNY Mellon Core Plus ETF

Often compared with IMTB:
IMTB vs. ISTBIMTB vs. ILTBIMTB vs. IEIIMTB vs. FALNIMTB vs. USRTIMTB vs. BIVIMTB vs. TLT
Often compared with BCPL:
BCPL vs. BNDSBCPL vs. BKCIBCPL vs. BKGIBCPL vs. BKLCBCPL vs. BKMCBCPL vs. CAAABCPL vs. BKEM

IMTB vs. BCPL - Expense Ratio Comparison

IMTB has a 0.06% expense ratio, which is lower than BCPL's 0.40% expense ratio.

BCPL
BNY Mellon Core Plus ETF
IMTB
iShares Core 5-10 Year USD Bond ETF

Return for Risk

IMTB vs. BCPL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IMTB
IMTB Risk / Return Rank: 6262
Overall Rank
IMTB Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
IMTB Sortino Ratio Rank: 6969
Sortino Ratio Rank
IMTB Omega Ratio Rank: 5757
Omega Ratio Rank
IMTB Calmar Ratio Rank: 6666
Calmar Ratio Rank
IMTB Martin Ratio Rank: 5353
Martin Ratio Rank
BCPL
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.

IMTB vs. BCPL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core 5-10 Year USD Bond ETF (IMTB) and BNY Mellon Core Plus ETF (BCPL). 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.

IMTBBCPLDifference

Sharpe ratio

Return per unit of total volatility

1.27

—

—

Sortino ratio

Return per unit of downside risk

1.83

—

—

Omega ratio

Gain probability vs. loss probability

1.23

—

—

Calmar ratio

Return relative to maximum drawdown

1.96

—

—

Martin ratio

Return relative to average drawdown

6.08

—

—

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IMTB vs. BCPL - Sharpe Ratio Comparison

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Sharpe Ratios by Period

IMTBBCPLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.27

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.12

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

-0.33

+0.70

Correlation

The correlation between IMTB and BCPL is 0.89, 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

IMTB vs. BCPL - Dividend Comparison

IMTB's dividend yield for the trailing twelve months is around 4.46%, more than BCPL's 0.97% yield.

TTM2025202420232022202120202019201820172016
IMTB
iShares Core 5-10 Year USD Bond ETF		4.46%4.40%4.42%4.13%2.90%2.49%2.63%2.91%3.04%2.75%0.40%
BCPL
BNY Mellon Core Plus ETF		0.97%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

IMTB vs. BCPL - Drawdown Comparison

The maximum IMTB drawdown since its inception was -18.15%, which is greater than BCPL's maximum drawdown of -2.95%. Use the drawdown chart below to compare losses from any high point for IMTB and BCPL.

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Drawdown Indicators

IMTBBCPLDifference

Max Drawdown

Largest peak-to-trough decline

-18.15%

-2.95%

-15.20%

Max Drawdown (1Y)

Largest decline over 1 year

-2.77%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-18.11%

—

—

Current Drawdown

Current decline from peak

-1.64%

-1.96%

+0.32%

Average Drawdown

Average peak-to-trough decline

-4.18%

-0.79%

-3.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.89%

—

—

Volatility

IMTB vs. BCPL - Volatility Comparison

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Volatility by Period

IMTBBCPLDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.74%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

2.77%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

4.39%

4.25%

+0.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.24%

4.25%

+1.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.19%

4.25%

+0.94%