IUSB vs. ZHOG
Compare and contrast key facts about iShares Core Universal USD Bond ETF (IUSB) and F/m Opportunistic Income ETF (ZHOG).
IUSB and ZHOG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUSB is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Universal Index. It was launched on Jun 10, 2014. ZHOG is an actively managed fund by F/m Investments. It was launched on Sep 5, 2023.
Performance
IUSB vs. ZHOG - Performance Comparison
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IUSB vs. ZHOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IUSB iShares Core Universal USD Bond ETF | 0.07% | 7.38% | 2.11% | 5.26% |
ZHOG F/m Opportunistic Income ETF | 0.02% | 5.98% | 4.94% | 5.92% |
Returns By Period
In the year-to-date period, IUSB achieves a 0.07% return, which is significantly higher than ZHOG's 0.02% return.
IUSB
- 1D
- 0.14%
- 1M
- -1.29%
- YTD
- 0.07%
- 6M
- 0.88%
- 1Y
- 4.42%
- 3Y*
- 4.12%
- 5Y*
- 0.56%
- 10Y*
- 2.08%
ZHOG
- 1D
- 0.10%
- 1M
- -0.59%
- YTD
- 0.02%
- 6M
- 1.10%
- 1Y
- 4.60%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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IUSB vs. ZHOG - Expense Ratio Comparison
IUSB has a 0.06% expense ratio, which is lower than ZHOG's 0.43% expense ratio.
Return for Risk
IUSB vs. ZHOG — Risk / Return Rank
IUSB
ZHOG
IUSB vs. ZHOG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Universal USD Bond ETF (IUSB) and F/m Opportunistic Income ETF (ZHOG). 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.
| IUSB | ZHOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 2.00 | -0.93 |
Sortino ratioReturn per unit of downside risk | 1.52 | 2.67 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.44 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 2.12 | -0.23 |
Martin ratioReturn relative to average drawdown | 5.81 | 8.53 | -2.72 |
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
| IUSB | ZHOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 2.00 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 1.61 | -1.15 |
Correlation
The correlation between IUSB and ZHOG is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IUSB vs. ZHOG - Dividend Comparison
IUSB's dividend yield for the trailing twelve months is around 4.24%, less than ZHOG's 5.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSB iShares Core Universal USD Bond ETF | 4.24% | 4.17% | 4.04% | 3.46% | 2.53% | 1.74% | 2.68% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% |
ZHOG F/m Opportunistic Income ETF | 5.22% | 5.35% | 5.50% | 1.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IUSB vs. ZHOG - Drawdown Comparison
The maximum IUSB drawdown since its inception was -17.90%, which is greater than ZHOG's maximum drawdown of -3.66%. Use the drawdown chart below to compare losses from any high point for IUSB and ZHOG.
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Drawdown Indicators
| IUSB | ZHOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.90% | -3.66% | -14.24% |
Max Drawdown (1Y)Largest decline over 1 year | -2.49% | -2.20% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -17.87% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -17.90% | — | — |
Current DrawdownCurrent decline from peak | -1.67% | -0.73% | -0.94% |
Average DrawdownAverage peak-to-trough decline | -3.62% | -0.73% | -2.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.81% | 0.55% | +0.26% |
Volatility
IUSB vs. ZHOG - Volatility Comparison
iShares Core Universal USD Bond ETF (IUSB) has a higher volatility of 1.63% compared to F/m Opportunistic Income ETF (ZHOG) at 0.70%. This indicates that IUSB's price experiences larger fluctuations and is considered to be riskier than ZHOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSB | ZHOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 0.70% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 2.41% | 1.09% | +1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.13% | 2.30% | +1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.77% | 4.12% | +1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.03% | 4.12% | +0.91% |