IMTB vs. KDRN
IMTB (iShares Core 5-10 Year USD Bond ETF) and KDRN (Kingsbarn Tactical Bond ETF) are both Intermediate Core-Plus Bond funds. IMTB is passively managed, while KDRN is actively managed. Over the past 3 years, IMTB returned 4.82%/yr vs 3.46%/yr for KDRN. Their correlation of 0.81 suggests significant overlap in exposure. IMTB charges 0.06%/yr vs 1.09%/yr for KDRN.
Performance
IMTB vs. KDRN - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IMTB achieves a 0.14% return, which is significantly lower than KDRN's 1.20% return.
IMTB
- 1D
- 0.16%
- 1M
- 0.13%
- YTD
- 0.14%
- 6M
- 0.49%
- 1Y
- 5.66%
- 3Y*
- 4.82%
- 5Y*
- 0.58%
- 10Y*
- —
KDRN
- 1D
- 0.09%
- 1M
- 0.24%
- YTD
- 1.20%
- 6M
- 0.96%
- 1Y
- 2.68%
- 3Y*
- 3.46%
- 5Y*
- —
- 10Y*
- —
IMTB vs. KDRN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IMTB iShares Core 5-10 Year USD Bond ETF | 0.14% | 8.88% | 1.94% | 6.10% | -12.75% | 0.05% |
KDRN Kingsbarn Tactical Bond ETF | 1.20% | 4.65% | 1.30% | 10.06% | -12.05% | 0.12% |
Correlation
The correlation between IMTB and KDRN is 0.80, 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 | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since Dec 22, 2021 | 0.81 |
The correlation between IMTB and KDRN has been stable across timeframes, ranging from 0.80 to 0.82 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IMTB vs. KDRN — Risk / Return Rank
IMTB
KDRN
IMTB vs. KDRN - 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 Kingsbarn Tactical Bond ETF (KDRN). 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 | KDRN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.63 | ||
| Sortino ratioReturn per unit of downside risk | +1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.15 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.99 | 1.52 | +0.47 |
| Martin ratioReturn relative to average drawdown | 6.13 | 3.03 | +3.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| IMTB | KDRN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 0.78 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.13 | +0.23 |
Drawdowns
IMTB vs. KDRN - Drawdown Comparison
The maximum IMTB drawdown since its inception was -18.15%, which is greater than KDRN's maximum drawdown of -15.29%. Use the drawdown chart below to compare losses from any high point for IMTB and KDRN.
Loading charts...
Drawdown Indicators
| IMTB | KDRN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.15% | -15.29% | -2.86% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -1.77% | -1.09% |
Max Drawdown (3Y)Largest decline over 3 years | -6.80% | -4.94% | -1.86% |
Max Drawdown (5Y)Largest decline over 5 years | -18.11% | — | — |
Current DrawdownCurrent decline from peak | -1.58% | -0.83% | -0.75% |
Average DrawdownAverage peak-to-trough decline | -4.13% | -4.76% | +0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 0.90% | +0.02% |
Volatility
IMTB vs. KDRN - Volatility Comparison
iShares Core 5-10 Year USD Bond ETF (IMTB) has a higher volatility of 1.46% compared to Kingsbarn Tactical Bond ETF (KDRN) at 0.72%. This indicates that IMTB's price experiences larger fluctuations and is considered to be riskier than KDRN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IMTB | KDRN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.46% | 0.72% | +0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 3.02% | 2.06% | +0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.05% | 3.53% | +0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.28% | 6.60% | -0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.18% | 6.60% | -1.42% |
IMTB vs. KDRN - Expense Ratio Comparison
IMTB has a 0.06% expense ratio, which is lower than KDRN's 1.09% expense ratio.
Dividends
IMTB vs. KDRN - Dividend Comparison
IMTB's dividend yield for the trailing twelve months is around 4.52%, more than KDRN's 3.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
KDRN Kingsbarn Tactical Bond ETF | 3.11% | 2.54% | 2.83% | 2.84% | 2.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IMTB and KDRN have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IMTB has higher volatility (1.46%) compared to KDRN (0.72%). In terms of maximum drawdown, IMTB dropped -18.15% vs KDRN's -15.29%.
On 3-year performance, IMTB leads with 4.82% vs 3.46% for KDRN. On fees, IMTB is cheaper at 0.06% per year. On volatility, KDRN has been the lower-risk option at 0.72%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, IMTB has performed better with a 4.82% return vs 3.46%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IMTB is cheaper with a 0.06% expense ratio, compared with 1.09% for KDRN.
IMTB has the higher dividend yield at 4.52%, compared with 3.11% for KDRN.
They also come from different issuers: iShares and Kingsbarn. Their fees differ too: 0.06% for IMTB and 1.09% for KDRN.
IMTB currently has the higher Sharpe Ratio (1.41 vs 0.78), 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.
Find the right allocation for IMTB and KDRN
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer