IMTB vs. BCPL
IMTB (iShares Core 5-10 Year USD Bond ETF) and BCPL (BNY Mellon Core Plus ETF) are both Intermediate Core-Plus Bond funds. IMTB is passively managed, while BCPL is actively managed. Their correlation of 0.87 suggests significant overlap in exposure. IMTB charges 0.06%/yr vs 0.40%/yr for BCPL.
Performance
IMTB vs. BCPL - Performance Comparison
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Returns By Period
IMTB
- 1D
- 0.51%
- 1M
- 1.14%
- YTD
- 0.78%
- 6M
- 0.74%
- 1Y
- 5.32%
- 3Y*
- 4.98%
- 5Y*
- 0.65%
- 10Y*
- —
BCPL
- 1D
- 0.40%
- 1M
- 1.19%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IMTB vs. BCPL - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IMTB iShares Core 5-10 Year USD Bond ETF | 0.37% |
BCPL BNY Mellon Core Plus ETF | 0.96% |
Correlation
The correlation between IMTB and BCPL is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jan 12, 2026 | 0.87 |
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Return for Risk
IMTB vs. BCPL — Risk / Return Rank
IMTB
BCPL
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IMTB | BCPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.87 | — | — |
| Martin ratioReturn relative to average drawdown | 5.42 | — | — |
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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
| IMTB | BCPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.15% | -2.95% | -15.20% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -6.80% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -18.11% | — | — |
Current DrawdownCurrent decline from peak | -0.95% | -0.60% | -0.35% |
Average DrawdownAverage peak-to-trough decline | -4.12% | -1.04% | -3.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | — | — |
Volatility
IMTB vs. BCPL - Volatility Comparison
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Volatility by Period
| IMTB | BCPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.19% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.13% | 4.05% | +0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.30% | 4.05% | +2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.18% | 4.05% | +1.13% |
IMTB vs. BCPL - Expense Ratio Comparison
IMTB has a 0.06% expense ratio, which is lower than BCPL's 0.40% expense ratio.
Dividends
IMTB vs. BCPL - Dividend Comparison
IMTB's dividend yield for the trailing twelve months is around 4.49%, more than BCPL's 1.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BCPL BNY Mellon Core Plus ETF | 1.56% | 0.00% | 0.00% | 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 | 4.49% | 4.40% | 4.42% | 4.13% | 2.90% | 2.49% | 2.63% | 2.91% | 3.04% | 2.75% | 0.40% |
Frequently Asked Questions
IMTB and BCPL have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IMTB is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IMTB is cheaper with a 0.06% expense ratio, compared with 0.40% for BCPL.
IMTB has the higher dividend yield at 4.49%, compared with 1.56% for BCPL.
They also come from different issuers: iShares and BNY Mellon. Their fees differ too: 0.06% for IMTB and 0.40% for BCPL.
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