IUSB vs. BA
IUSB (iShares Core Universal USD Bond ETF) is Intermediate Core-Plus Bond fund tracking the Bloomberg U.S. Universal Index, while BA (The Boeing Company) is a stock. Over the past 10 years, IUSB returned 1.76%/yr vs 5.57%/yr for BA. At a 0.02 correlation, their price movements are largely independent.
Performance
IUSB vs. BA - Performance Comparison
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Returns By Period
In the year-to-date period, IUSB achieves a 0.22% return, which is significantly higher than BA's -3.52% return. Over the past 10 years, IUSB has underperformed BA with an annualized return of 1.76%, while BA has yielded a comparatively higher 5.57% annualized return.
IUSB
- 1D
- -0.24%
- 1M
- -0.60%
- 6M
- 0.02%
- YTD
- 0.22%
- 1Y
- 4.08%
- 3Y*
- 4.33%
- 5Y*
- 0.15%
- 10Y*
- 1.76%
- ALL TIME*
- 2.17%
BA
- 1D
- -2.13%
- 1M
- -5.94%
- 6M
- -15.42%
- YTD
- -3.52%
- 1Y
- -8.66%
- 3Y*
- -0.37%
- 5Y*
- -1.20%
- 10Y*
- 5.57%
- ALL TIME*
- 10.09%
IUSB vs. BA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSB iShares Core Universal USD Bond ETF | 0.22% | 7.38% | 2.11% | 6.23% | -13.04% | -1.33% | 7.62% | 9.13% | -0.27% | 3.82% |
BA The Boeing Company | -3.52% | 22.67% | -32.10% | 36.84% | -5.38% | -5.95% | -33.90% | 3.34% | 11.50% | 94.72% |
Correlation
The correlation between IUSB and BA is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2014 | 0.02 |
Over the past year, IUSB and BA have become more correlated (0.27) than their long-term average of 0.02, meaning their price movements have been converging.
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Return for Risk
IUSB vs. BA — Risk / Return Rank
IUSB
BA
IUSB vs. BA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Universal USD Bond ETF (IUSB) and The Boeing Company (BA). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IUSB | BA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.42 | ||
| Sortino ratioReturn per unit of downside risk | +1.88 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 0.98 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.62 | -0.35 | +1.97 |
| Martin ratioReturn relative to average drawdown | 4.45 | -0.75 | +5.20 |
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Drawdowns
IUSB vs. BA - Drawdown Comparison
The maximum IUSB drawdown since its inception was -17.90%, smaller than the maximum BA drawdown of -89.45%. Use the drawdown chart below to compare losses from any high point for IUSB and BA.
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Drawdown Indicators
| IUSB | BA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.90% | -89.45% | +71.55% |
Max Drawdown (1Y)Largest decline over 1 year | -2.53% | -24.96% | +22.43% |
Max Drawdown (3Y)Largest decline over 3 years | -5.47% | -48.31% | +42.84% |
Max Drawdown (5Y)Largest decline over 5 years | -17.87% | -51.62% | +33.75% |
Max Drawdown (10Y)Largest decline over 10 years | -17.90% | -77.92% | +60.02% |
Current DrawdownCurrent decline from peak | -1.53% | -51.32% | +49.79% |
Average DrawdownAverage peak-to-trough decline | -3.56% | -31.05% | +27.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 11.62% | -10.70% |
Volatility
IUSB vs. BA - Volatility Comparison
The current volatility for iShares Core Universal USD Bond ETF (IUSB) is 1.02%, while The Boeing Company (BA) has a volatility of 8.19%. This indicates that IUSB experiences smaller price fluctuations and is considered to be less risky than BA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSB | BA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.02% | 8.19% | -7.17% |
Volatility (6M)Calculated over the trailing 6-month period | 2.81% | 23.84% | -21.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.57% | 32.24% | -28.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.80% | 36.49% | -30.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.05% | 41.65% | -36.60% |
Dividends
IUSB vs. BA - Dividend Comparison
IUSB's dividend yield for the trailing twelve months is around 4.26%, while BA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BA The Boeing Company | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.96% | 2.52% | 2.12% | 1.93% | 2.80% | 2.52% |
IUSB iShares Core Universal USD Bond ETF | 4.26% | 4.17% | 4.04% | 3.46% | 2.53% | 1.74% | 2.68% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% |
Frequently Asked Questions
IUSB and BA have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BA has higher volatility (8.19%) compared to IUSB (1.02%). In terms of maximum drawdown, IUSB dropped -17.90% vs BA's -89.45%.
IUSB currently has the higher Sharpe Ratio (1.15 vs -0.27), 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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