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ISTB vs. GVI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ISTB vs. GVI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core 1-5 Year USD Bond ETF (ISTB) and iShares Intermediate Government/Credit Bond ETF (GVI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

Over the past 10 years, ISTB has outperformed GVI with an annualized return of 2.27%, while GVI has yielded a comparatively lower 1.80% annualized return.


ISTB

1D
-0.08%
1M
0.15%
YTD
0.49%
6M
0.71%
1Y
4.19%
3Y*
4.95%
5Y*
1.85%
10Y*
2.27%

GVI

1D
-0.13%
1M
-0.00%
YTD
-0.00%
6M
0.05%
1Y
3.89%
3Y*
4.18%
5Y*
0.98%
10Y*
1.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ISTB vs. GVI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ISTB
iShares Core 1-5 Year USD Bond ETF
0.49%6.36%4.37%5.56%-6.08%-0.71%4.75%5.61%1.02%1.72%
GVI
iShares Intermediate Government/Credit Bond ETF
-0.00%6.66%2.92%5.15%-8.28%-1.90%6.38%6.54%0.77%1.83%

Correlation

The correlation between ISTB and GVI is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.96

Correlation (3Y)
Calculated over the trailing 3-year period

0.95

Correlation (5Y)
Calculated over the trailing 5-year period

0.93

Correlation (10Y)
Calculated over the trailing 10-year period

0.82

Correlation (All Time)
Calculated using the full available price history since Oct 25, 2012

0.74

Over the past year, ISTB and GVI have become more correlated (0.96) than their long-term average of 0.74, meaning their price movements have been converging.

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Return for Risk

ISTB vs. GVI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ISTB
ISTB Risk / Return Rank: 7373
Overall Rank
ISTB Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
ISTB Sortino Ratio Rank: 8181
Sortino Ratio Rank
ISTB Omega Ratio Rank: 7777
Omega Ratio Rank
ISTB Calmar Ratio Rank: 6767
Calmar Ratio Rank
ISTB Martin Ratio Rank: 6868
Martin Ratio Rank

GVI
GVI Risk / Return Rank: 4444
Overall Rank
GVI Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
GVI Sortino Ratio Rank: 4949
Sortino Ratio Rank
GVI Omega Ratio Rank: 4444
Omega Ratio Rank
GVI Calmar Ratio Rank: 4444
Calmar Ratio Rank
GVI Martin Ratio Rank: 4141
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ISTB vs. GVI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core 1-5 Year USD Bond ETF (ISTB) and iShares Intermediate Government/Credit Bond ETF (GVI). 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.


ISTBGVIDifference
Sharpe ratioReturn per unit of total volatility

+0.81

Sortino ratioReturn per unit of downside risk

+1.30

Omega ratioGain probability vs. loss probability

1.46

1.28

+0.18

Calmar ratioReturn relative to maximum drawdown

3.34

2.17

+1.17

Martin ratioReturn relative to average drawdown

12.72

6.60

+6.12

ISTB vs. GVI - Sharpe Ratio Comparison

The current ISTB Sharpe Ratio is 2.37, which is higher than the GVI Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of ISTB and GVI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ISTBGVIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.37

1.56

+0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.25

+0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.91

0.51

+0.40

Sharpe Ratio (All Time)

Calculated using the full available price history

0.84

0.76

+0.08

Drawdowns

ISTB vs. GVI - Drawdown Comparison

The maximum ISTB drawdown since its inception was -9.34%, smaller than the maximum GVI drawdown of -12.93%. Use the drawdown chart below to compare losses from any high point for ISTB and GVI.


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Drawdown Indicators


ISTBGVIDifference

Max Drawdown

Largest peak-to-trough decline

-9.34%

-12.93%

+3.59%

Max Drawdown (1Y)

Largest decline over 1 year

-1.26%

-1.79%

+0.53%

Max Drawdown (3Y)

Largest decline over 3 years

-1.36%

-2.65%

+1.29%

Max Drawdown (5Y)

Largest decline over 5 years

-9.34%

-12.93%

+3.59%

Max Drawdown (10Y)

Largest decline over 10 years

-9.34%

-12.93%

+3.59%

Current Drawdown

Current decline from peak

-0.42%

-1.17%

+0.75%

Average Drawdown

Average peak-to-trough decline

-1.22%

-1.86%

+0.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.33%

0.59%

-0.26%

Volatility

ISTB vs. GVI - Volatility Comparison

The current volatility for iShares Core 1-5 Year USD Bond ETF (ISTB) is 0.54%, while iShares Intermediate Government/Credit Bond ETF (GVI) has a volatility of 0.77%. This indicates that ISTB experiences smaller price fluctuations and is considered to be less risky than GVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ISTBGVIDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.54%

0.77%

-0.23%

Volatility (6M)

Calculated over the trailing 6-month period

1.28%

1.78%

-0.50%

Volatility (1Y)

Calculated over the trailing 1-year period

1.77%

2.50%

-0.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.79%

3.97%

-1.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.51%

3.53%

-1.02%

ISTB vs. GVI - Expense Ratio Comparison

ISTB has a 0.06% expense ratio, which is lower than GVI's 0.20% 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%.


Dividends

ISTB vs. GVI - Dividend Comparison

ISTB's dividend yield for the trailing twelve months is around 4.25%, more than GVI's 3.62% yield.


PositionTTM20252024202320222021202020192018201720162015
GVI
iShares Intermediate Government/Credit Bond ETF
3.62%3.48%3.40%2.75%1.86%1.46%1.84%2.29%2.16%1.91%1.77%1.75%
ISTB
iShares Core 1-5 Year USD Bond ETF
4.25%4.12%3.83%2.97%2.01%1.69%2.20%2.75%2.57%2.06%1.90%1.58%

Frequently Asked Questions


With a correlation of 0.96, ISTB and GVI 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.

GVI has higher volatility (0.77%) compared to ISTB (0.54%). In terms of maximum drawdown, ISTB dropped -9.34% vs GVI's -12.93%.

On 10-year performance, ISTB leads with 2.27% vs 1.80% for GVI. On fees, ISTB is cheaper at 0.06% per year. On volatility, ISTB has been the lower-risk option at 0.54%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, ISTB has performed better with a 2.27% return vs 1.80%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ISTB is cheaper with a 0.06% expense ratio, compared with 0.20% for GVI.

ISTB has the higher dividend yield at 4.25%, compared with 3.62% for GVI.

ISTB tracks BBG US Universal 1-5 Year Index (USD), while GVI tracks Bloomberg U.S. Intermediate Government/Credit Bond. Their fees differ too: 0.06% for ISTB and 0.20% for GVI.

ISTB currently has the higher Sharpe Ratio (2.37 vs 1.56), 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.

Portfolio Optimizer

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