ISTB vs. BBSA
Compare and contrast key facts about iShares Core 1-5 Year USD Bond ETF (ISTB) and JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA).
ISTB and BBSA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISTB is a passively managed fund by iShares that tracks the performance of the Barclays U.S. Government/Credit 1-5 Year Bond Index. It was launched on Oct 18, 2012. BBSA is a passively managed fund by JPMorgan Chase that tracks the performance of the Bloomberg Barclays Short-Term US Aggregate Bond Index. It was launched on Mar 12, 2019. Both ISTB and BBSA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISTB or BBSA.
Correlation
The correlation between ISTB and BBSA is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ISTB vs. BBSA - Performance Comparison
Key characteristics
Returns By Period
ISTB
2.37%
0.74%
2.73%
7.35%
1.60%
2.01%
BBSA
N/A
N/A
N/A
N/A
N/A
N/A
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ISTB vs. BBSA - Expense Ratio Comparison
ISTB has a 0.06% expense ratio, which is higher than BBSA's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
ISTB vs. BBSA — Risk-Adjusted Performance Rank
ISTB
BBSA
ISTB vs. BBSA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core 1-5 Year USD Bond ETF (ISTB) and JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA). 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.
Dividends
ISTB vs. BBSA - Dividend Comparison
ISTB's dividend yield for the trailing twelve months is around 3.90%, while BBSA has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISTB iShares Core 1-5 Year USD Bond ETF | 3.90% | 3.83% | 2.97% | 2.01% | 1.63% | 2.20% | 2.75% | 2.57% | 2.06% | 1.90% | 1.58% | 1.07% |
BBSA JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF | 1.89% | 2.84% | 2.93% | 1.57% | 1.67% | 2.04% | 2.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ISTB vs. BBSA - Drawdown Comparison
Volatility
ISTB vs. BBSA - Volatility Comparison
iShares Core 1-5 Year USD Bond ETF (ISTB) has a higher volatility of 0.94% compared to JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF (BBSA) at 0.00%. This indicates that ISTB's price experiences larger fluctuations and is considered to be riskier than BBSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.