ISTB vs. LDUR
Compare and contrast key facts about iShares Core 1-5 Year USD Bond ETF (ISTB) and PIMCO Enhanced Low Duration Active ETF (LDUR).
ISTB and LDUR 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 BBG US Universal 1-5 Year Index (USD). It was launched on Oct 18, 2012. LDUR is an actively managed fund by PIMCO. It was launched on Jan 22, 2014.
Performance
ISTB vs. LDUR - Performance Comparison
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ISTB vs. LDUR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISTB iShares Core 1-5 Year USD Bond ETF | 0.10% | 6.36% | 4.37% | 5.56% | -6.08% | -0.71% | 4.75% | 5.61% | 1.02% | 1.72% |
LDUR PIMCO Enhanced Low Duration Active ETF | 0.52% | 5.76% | 5.14% | 4.78% | -4.23% | -0.55% | 4.49% | 4.27% | 1.05% | 2.06% |
Returns By Period
In the year-to-date period, ISTB achieves a 0.10% return, which is significantly lower than LDUR's 0.52% return. Over the past 10 years, ISTB has underperformed LDUR with an annualized return of 2.31%, while LDUR has yielded a comparatively higher 2.52% annualized return.
ISTB
- 1D
- 0.21%
- 1M
- -0.81%
- YTD
- 0.10%
- 6M
- 1.31%
- 1Y
- 4.49%
- 3Y*
- 4.77%
- 5Y*
- 1.87%
- 10Y*
- 2.31%
LDUR
- 1D
- 0.18%
- 1M
- -0.36%
- YTD
- 0.52%
- 6M
- 1.83%
- 1Y
- 4.39%
- 3Y*
- 4.99%
- 5Y*
- 2.18%
- 10Y*
- 2.52%
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ISTB vs. LDUR - Expense Ratio Comparison
ISTB has a 0.06% expense ratio, which is lower than LDUR's 0.54% expense ratio.
Return for Risk
ISTB vs. LDUR — Risk / Return Rank
ISTB
LDUR
ISTB vs. LDUR - 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 PIMCO Enhanced Low Duration Active ETF (LDUR). 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.
| ISTB | LDUR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.32 | 2.38 | -0.06 |
Sortino ratioReturn per unit of downside risk | 3.56 | 3.58 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.47 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 3.62 | 3.72 | -0.10 |
Martin ratioReturn relative to average drawdown | 14.54 | 17.85 | -3.31 |
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
| ISTB | LDUR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.32 | 2.38 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 1.08 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.93 | 0.90 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.86 | -0.03 |
Correlation
The correlation between ISTB and LDUR is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ISTB vs. LDUR - Dividend Comparison
ISTB's dividend yield for the trailing twelve months is around 4.18%, less than LDUR's 4.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISTB iShares Core 1-5 Year USD Bond ETF | 4.18% | 4.12% | 3.83% | 2.97% | 2.01% | 1.69% | 2.20% | 2.75% | 2.57% | 2.06% | 1.90% | 1.58% |
LDUR PIMCO Enhanced Low Duration Active ETF | 4.47% | 4.60% | 4.77% | 4.11% | 2.22% | 0.90% | 2.15% | 3.14% | 2.66% | 2.08% | 1.85% | 2.92% |
Drawdowns
ISTB vs. LDUR - Drawdown Comparison
The maximum ISTB drawdown since its inception was -9.34%, which is greater than LDUR's maximum drawdown of -8.68%. Use the drawdown chart below to compare losses from any high point for ISTB and LDUR.
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Drawdown Indicators
| ISTB | LDUR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.34% | -8.68% | -0.66% |
Max Drawdown (1Y)Largest decline over 1 year | -1.26% | -1.17% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -9.34% | -6.75% | -2.59% |
Max Drawdown (10Y)Largest decline over 10 years | -9.34% | -8.68% | -0.66% |
Current DrawdownCurrent decline from peak | -0.81% | -0.36% | -0.45% |
Average DrawdownAverage peak-to-trough decline | -1.23% | -0.86% | -0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.31% | 0.24% | +0.07% |
Volatility
ISTB vs. LDUR - Volatility Comparison
iShares Core 1-5 Year USD Bond ETF (ISTB) and PIMCO Enhanced Low Duration Active ETF (LDUR) have volatilities of 0.78% and 0.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISTB | LDUR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.78% | 0.75% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 1.18% | 1.12% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.94% | 1.86% | +0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.78% | 2.02% | +0.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.50% | 2.79% | -0.29% |