IMTB vs. MAMB
IMTB (iShares Core 5-10 Year USD Bond ETF) and MAMB (Monarch Ambassador Income ETF) are both Intermediate Core-Plus Bond funds - IMTB tracks the Bloomberg U.S. Universal 5-10 Years Index while MAMB tracks the Monarch Ambassador Income Index. Both are passively managed. Over the past 5 years, IMTB returned 0.55%/yr vs 0.72%/yr for MAMB. Their correlation of 0.86 suggests significant overlap in exposure. IMTB charges 0.06%/yr vs 1.49%/yr for MAMB.
Performance
IMTB vs. MAMB - 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 MAMB's 2.01% return.
IMTB
- 1D
- -0.31%
- 1M
- -0.07%
- YTD
- -0.02%
- 6M
- 0.07%
- 1Y
- 5.97%
- 3Y*
- 4.75%
- 5Y*
- 0.55%
- 10Y*
- —
MAMB
- 1D
- -0.26%
- 1M
- 0.63%
- YTD
- 2.01%
- 6M
- 1.90%
- 1Y
- 9.37%
- 3Y*
- 5.37%
- 5Y*
- 0.72%
- 10Y*
- —
IMTB vs. MAMB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IMTB iShares Core 5-10 Year USD Bond ETF | -0.02% | 8.88% | 1.94% | 6.10% | -12.75% | 0.63% |
MAMB Monarch Ambassador Income ETF | 2.01% | 10.69% | 1.32% | 4.90% | -13.02% | 1.46% |
Correlation
The correlation between IMTB and MAMB is 0.80, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Mar 25, 2021 | 0.86 |
The correlation between IMTB and MAMB has been stable across timeframes, ranging from 0.80 to 0.88 - a consistent structural relationship.
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Return for Risk
IMTB vs. MAMB — Risk / Return Rank
IMTB
MAMB
IMTB vs. MAMB - 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 Monarch Ambassador Income ETF (MAMB). 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 | MAMB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.18 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.29 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | 2.65 | -0.55 |
| Martin ratioReturn relative to average drawdown | 6.51 | 7.49 | -0.98 |
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 | MAMB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.66 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.10 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.16 | +0.20 |
Drawdowns
IMTB vs. MAMB - Drawdown Comparison
The maximum IMTB drawdown since its inception was -18.15%, smaller than the maximum MAMB drawdown of -19.33%. Use the drawdown chart below to compare losses from any high point for IMTB and MAMB.
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Drawdown Indicators
| IMTB | MAMB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.15% | -19.33% | +1.18% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -3.55% | +0.69% |
Max Drawdown (3Y)Largest decline over 3 years | -6.80% | -7.38% | +0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -18.11% | -19.33% | +1.22% |
Current DrawdownCurrent decline from peak | -1.74% | -1.65% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -4.13% | -7.50% | +3.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 1.25% | -0.33% |
Volatility
IMTB vs. MAMB - Volatility Comparison
The current volatility for iShares Core 5-10 Year USD Bond ETF (IMTB) is 1.45%, while Monarch Ambassador Income ETF (MAMB) has a volatility of 1.72%. This indicates that IMTB experiences smaller price fluctuations and is considered to be less risky than MAMB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMTB | MAMB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | 1.72% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 3.02% | 4.21% | -1.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.05% | 5.67% | -1.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.28% | 6.99% | -0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.18% | 6.91% | -1.73% |
IMTB vs. MAMB - Expense Ratio Comparison
IMTB has a 0.06% expense ratio, which is lower than MAMB's 1.49% expense ratio.
Dividends
IMTB vs. MAMB - Dividend Comparison
IMTB's dividend yield for the trailing twelve months is around 4.52%, more than MAMB's 2.44% 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% |
MAMB Monarch Ambassador Income ETF | 2.44% | 2.47% | 2.11% | 1.73% | 0.92% | 0.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IMTB and MAMB 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.
MAMB has higher volatility (1.72%) compared to IMTB (1.45%). In terms of maximum drawdown, IMTB dropped -18.15% vs MAMB's -19.33%.
On 5-year performance, MAMB leads with 0.72% vs 0.55% for IMTB. On fees, IMTB is cheaper at 0.06% per year. On volatility, IMTB has been the lower-risk option at 1.45%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, MAMB has performed better with a 0.72% return vs 0.55%. 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 1.49% for MAMB.
IMTB has the higher dividend yield at 4.52%, compared with 2.44% for MAMB.
IMTB tracks Bloomberg U.S. Universal 5-10 Years Index, while MAMB tracks Monarch Ambassador Income Index. They also come from different issuers: iShares and Monarch. Their fees differ too: 0.06% for IMTB and 1.49% for MAMB.
MAMB currently has the higher Sharpe Ratio (1.66 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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