ISTB vs. FIBR
Compare and contrast key facts about iShares Core 1-5 Year USD Bond ETF (ISTB) and iShares U.S. Fixed Income Balanced Risk Factor ETF (FIBR).
ISTB and FIBR 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. FIBR is a passively managed fund by iShares that tracks the performance of the FIBR-US - Bloomberg U.S. Fixed Income Balanced Risk Index. It was launched on Feb 24, 2015. Both ISTB and FIBR 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 FIBR.
Correlation
The correlation between ISTB and FIBR 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. FIBR - Performance Comparison
Key characteristics
ISTB:
3.11
FIBR:
2.52
ISTB:
5.00
FIBR:
3.79
ISTB:
1.64
FIBR:
1.51
ISTB:
2.90
FIBR:
1.05
ISTB:
13.78
FIBR:
16.84
ISTB:
0.52%
FIBR:
0.50%
ISTB:
2.29%
FIBR:
3.34%
ISTB:
-9.39%
FIBR:
-18.47%
ISTB:
0.00%
FIBR:
-0.01%
Returns By Period
In the year-to-date period, ISTB achieves a 2.37% return, which is significantly higher than FIBR's 1.94% return. Both investments have delivered pretty close results over the past 10 years, with ISTB having a 2.01% annualized return and FIBR not far ahead at 2.02%.
ISTB
2.37%
0.74%
2.73%
7.35%
1.60%
2.01%
FIBR
1.94%
0.29%
2.64%
8.74%
0.90%
2.02%
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ISTB vs. FIBR - Expense Ratio Comparison
ISTB has a 0.06% expense ratio, which is lower than FIBR's 0.25% expense ratio. Despite the difference, 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. FIBR — Risk-Adjusted Performance Rank
ISTB
FIBR
ISTB vs. FIBR - 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 iShares U.S. Fixed Income Balanced Risk Factor ETF (FIBR). 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. FIBR - Dividend Comparison
ISTB's dividend yield for the trailing twelve months is around 3.90%, less than FIBR's 5.15% yield.
| 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% |
FIBR iShares U.S. Fixed Income Balanced Risk Factor ETF | 5.15% | 5.04% | 4.44% | 3.27% | 1.92% | 2.57% | 3.27% | 3.61% | 2.74% | 2.92% | 2.26% | 0.00% |
Drawdowns
ISTB vs. FIBR - Drawdown Comparison
The maximum ISTB drawdown since its inception was -9.39%, smaller than the maximum FIBR drawdown of -18.47%. Use the drawdown chart below to compare losses from any high point for ISTB and FIBR. For additional features, visit the drawdowns tool.
Volatility
ISTB vs. FIBR - Volatility Comparison
The current volatility for iShares Core 1-5 Year USD Bond ETF (ISTB) is 0.94%, while iShares U.S. Fixed Income Balanced Risk Factor ETF (FIBR) has a volatility of 1.77%. This indicates that ISTB experiences smaller price fluctuations and is considered to be less risky than FIBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.