IUSB vs. GD
IUSB (iShares Core Universal USD Bond ETF) is Intermediate Core-Plus Bond fund tracking the Bloomberg U.S. Universal Index, while GD (General Dynamics Corporation) is a stock. Over the past 10 years, IUSB returned 1.97%/yr vs 12.38%/yr for GD. At a correlation of -0.00, they often move in opposite directions.
Performance
IUSB vs. GD - Performance Comparison
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Returns By Period
In the year-to-date period, IUSB achieves a 0.67% return, which is significantly lower than GD's 7.93% return. Over the past 10 years, IUSB has underperformed GD with an annualized return of 1.97%, while GD has yielded a comparatively higher 12.38% annualized return.
IUSB
- 1D
- -0.07%
- 1M
- 1.10%
- YTD
- 0.67%
- 6M
- 1.05%
- 1Y
- 5.21%
- 3Y*
- 4.70%
- 5Y*
- 0.39%
- 10Y*
- 1.97%
GD
- 1D
- 0.38%
- 1M
- 7.69%
- YTD
- 7.93%
- 6M
- 7.67%
- 1Y
- 29.63%
- 3Y*
- 21.44%
- 5Y*
- 15.92%
- 10Y*
- 12.38%
IUSB vs. GD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSB iShares Core Universal USD Bond ETF | 0.67% | 7.38% | 2.11% | 6.23% | -13.04% | -1.33% | 7.62% | 9.13% | -0.27% | 3.82% |
GD General Dynamics Corporation | 7.93% | 30.39% | 3.52% | 7.13% | 21.69% | 43.77% | -13.14% | 14.80% | -21.34% | 19.85% |
Correlation
The correlation between IUSB and GD is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Jun 12, 2014 | -0.00 |
The correlation between IUSB and GD shifts across timeframes, from -0.00 (all time) to 0.22 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IUSB vs. GD — Risk / Return Rank
IUSB
GD
IUSB vs. GD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Universal USD Bond ETF (IUSB) and General Dynamics Corporation (GD). 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 | GD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.27 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.92 | 2.15 | -0.23 |
| Martin ratioReturn relative to average drawdown | 5.62 | 7.36 | -1.75 |
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Drawdowns
IUSB vs. GD - Drawdown Comparison
The maximum IUSB drawdown since its inception was -17.90%, smaller than the maximum GD drawdown of -75.67%. Use the drawdown chart below to compare losses from any high point for IUSB and GD.
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Drawdown Indicators
| IUSB | GD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.90% | -75.67% | +57.77% |
Max Drawdown (1Y)Largest decline over 1 year | -2.53% | -14.53% | +12.00% |
Max Drawdown (3Y)Largest decline over 3 years | -5.82% | -22.55% | +16.73% |
Max Drawdown (5Y)Largest decline over 5 years | -17.87% | -22.55% | +4.68% |
Max Drawdown (10Y)Largest decline over 10 years | -17.90% | -51.63% | +33.73% |
Current DrawdownCurrent decline from peak | -1.09% | -1.49% | +0.40% |
Average DrawdownAverage peak-to-trough decline | -3.58% | -15.60% | +12.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 4.23% | -3.37% |
Volatility
IUSB vs. GD - Volatility Comparison
The current volatility for iShares Core Universal USD Bond ETF (IUSB) is 1.30%, while General Dynamics Corporation (GD) has a volatility of 7.70%. This indicates that IUSB experiences smaller price fluctuations and is considered to be less risky than GD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSB | GD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.30% | 7.70% | -6.40% |
Volatility (6M)Calculated over the trailing 6-month period | 2.69% | 17.78% | -15.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.59% | 21.67% | -18.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.80% | 20.54% | -14.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.04% | 22.76% | -17.72% |
Dividends
IUSB vs. GD - Dividend Comparison
IUSB's dividend yield for the trailing twelve months is around 4.22%, more than GD's 1.69% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GD General Dynamics Corporation | 1.69% | 1.76% | 2.12% | 2.01% | 2.00% | 2.24% | 2.90% | 2.26% | 2.31% | 1.61% | 1.72% | 1.96% |
IUSB iShares Core Universal USD Bond ETF | 4.22% | 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 GD have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GD has higher volatility (7.70%) compared to IUSB (1.30%). In terms of maximum drawdown, IUSB dropped -17.90% vs GD's -75.67%.
GD currently has the higher Sharpe Ratio (1.44 vs 1.35), 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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