IMTB vs. IUSB
IMTB (iShares Core 5-10 Year USD Bond ETF) and IUSB (iShares Core Universal USD Bond ETF) are both Intermediate Core-Plus Bond funds from iShares - IMTB tracks the Bloomberg U.S. Universal 5-10 Years Index while IUSB tracks the Bloomberg U.S. Universal Index. Both are passively managed. Over the past 5 years, IMTB returned 0.55%/yr vs 0.44%/yr for IUSB. Their correlation of 0.82 suggests significant overlap in exposure. Both charge a 0.06% expense ratio.
Performance
IMTB vs. IUSB - Performance Comparison
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Returns By Period
In the year-to-date period, IMTB achieves a -0.02% return, which is significantly lower than IUSB's 0.43% return.
IMTB
- 1D
- -0.31%
- 1M
- -0.07%
- YTD
- -0.02%
- 6M
- 0.07%
- 1Y
- 5.97%
- 3Y*
- 4.75%
- 5Y*
- 0.55%
- 10Y*
- —
IUSB
- 1D
- -0.17%
- 1M
- 0.31%
- YTD
- 0.43%
- 6M
- 0.31%
- 1Y
- 5.54%
- 3Y*
- 4.51%
- 5Y*
- 0.44%
- 10Y*
- 1.94%
IMTB vs. IUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IMTB iShares Core 5-10 Year USD Bond ETF | -0.02% | 8.88% | 1.94% | 6.10% | -12.75% | -1.41% | 6.25% | 8.62% | -0.45% | 4.88% |
IUSB iShares Core Universal USD Bond ETF | 0.43% | 7.38% | 2.11% | 6.23% | -13.04% | -1.33% | 7.62% | 9.13% | -0.27% | 3.82% |
Correlation
The correlation between IMTB and IUSB is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2016 | 0.82 |
The correlation between IMTB and IUSB shifts across timeframes, from 0.82 (all time) to 0.94 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
IMTB vs. IUSB — Risk / Return Rank
IMTB
IUSB
IMTB vs. IUSB - 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 iShares Core Universal USD Bond ETF (IUSB). 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.
| IMTB | IUSB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.06 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.27 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | 2.20 | -0.10 |
| Martin ratioReturn relative to average drawdown | 6.51 | 6.68 | -0.18 |
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
| IMTB | IUSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.54 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.08 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.39 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.46 | -0.10 |
Drawdowns
IMTB vs. IUSB - Drawdown Comparison
The maximum IMTB drawdown since its inception was -18.15%, roughly equal to the maximum IUSB drawdown of -17.90%. Use the drawdown chart below to compare losses from any high point for IMTB and IUSB.
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Drawdown Indicators
| IMTB | IUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.15% | -17.90% | -0.25% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -2.53% | -0.33% |
Max Drawdown (3Y)Largest decline over 3 years | -6.80% | -5.82% | -0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -18.11% | -17.87% | -0.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.90% | — |
Current DrawdownCurrent decline from peak | -1.74% | -1.33% | -0.41% |
Average DrawdownAverage peak-to-trough decline | -4.13% | -3.59% | -0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 0.83% | +0.09% |
Volatility
IMTB vs. IUSB - Volatility Comparison
iShares Core 5-10 Year USD Bond ETF (IMTB) has a higher volatility of 1.45% compared to iShares Core Universal USD Bond ETF (IUSB) at 1.24%. This indicates that IMTB's price experiences larger fluctuations and is considered to be riskier than IUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMTB | IUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | 1.24% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 3.02% | 2.62% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.05% | 3.62% | +0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.28% | 5.79% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.18% | 5.04% | +0.14% |
IMTB vs. IUSB - Expense Ratio Comparison
Both IMTB and IUSB have an expense ratio of 0.06%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
IMTB vs. IUSB - Dividend Comparison
IMTB's dividend yield for the trailing twelve months is around 4.52%, more than IUSB's 4.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMTB iShares Core 5-10 Year USD Bond ETF | 4.52% | 4.40% | 4.42% | 4.13% | 2.90% | 2.49% | 2.63% | 2.91% | 3.04% | 2.75% | 0.40% | 0.00% |
IUSB iShares Core Universal USD Bond ETF | 4.23% | 4.17% | 4.04% | 3.46% | 2.53% | 1.74% | 2.68% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% |
Frequently Asked Questions
With a correlation of 0.94, IMTB and IUSB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
IMTB has higher volatility (1.45%) compared to IUSB (1.24%). In terms of maximum drawdown, IMTB dropped -18.15% vs IUSB's -17.90%.
On 5-year performance, IMTB leads with 0.55% vs 0.44% for IUSB. Both ETFs have the same 0.06% expense ratio. On volatility, IUSB has been the lower-risk option at 1.24%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, IMTB has performed better with a 0.55% return vs 0.44%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IMTB and IUSB have the same expense ratio: 0.06% per year.
IMTB has the higher dividend yield at 4.52%, compared with 4.23% for IUSB.
IMTB tracks Bloomberg U.S. Universal 5-10 Years Index, while IUSB tracks Bloomberg U.S. Universal Index.
IUSB currently has the higher Sharpe Ratio (1.54 vs 1.48), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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