IVVM vs. IUSB
Compare and contrast key facts about iShares Large Cap Moderate Buffer ETF (IVVM) and iShares Core Total USD Bond Market ETF (IUSB).
IVVM and IUSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVVM is an actively managed fund by iShares. It was launched on Jun 28, 2023. IUSB is a passively managed fund by iShares that tracks the performance of the Barclays U.S. Universal Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVVM or IUSB.
Correlation
The correlation between IVVM and IUSB is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IVVM vs. IUSB - Performance Comparison
Key characteristics
IVVM:
2.27
IUSB:
1.10
IVVM:
3.04
IUSB:
1.61
IVVM:
1.47
IUSB:
1.19
IVVM:
3.25
IUSB:
0.47
IVVM:
16.61
IUSB:
2.90
IVVM:
1.04%
IUSB:
1.87%
IVVM:
7.63%
IUSB:
4.92%
IVVM:
-5.33%
IUSB:
-17.98%
IVVM:
-0.09%
IUSB:
-5.92%
Returns By Period
In the year-to-date period, IVVM achieves a 2.86% return, which is significantly higher than IUSB's 1.18% return.
IVVM
2.86%
1.92%
8.80%
16.47%
N/A
N/A
IUSB
1.18%
1.41%
-0.06%
4.73%
-0.15%
1.74%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IVVM vs. IUSB - Expense Ratio Comparison
IVVM has a 0.50% expense ratio, which is higher than IUSB's 0.06% expense ratio.
Risk-Adjusted Performance
IVVM vs. IUSB — Risk-Adjusted Performance Rank
IVVM
IUSB
IVVM vs. IUSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Large Cap Moderate Buffer ETF (IVVM) and iShares Core Total USD Bond Market ETF (IUSB). 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.
Dividends
IVVM vs. IUSB - Dividend Comparison
IVVM's dividend yield for the trailing twelve months is around 1.18%, less than IUSB's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVVM iShares Large Cap Moderate Buffer ETF | 1.18% | 1.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUSB iShares Core Total USD Bond Market ETF | 4.05% | 4.04% | 3.46% | 2.53% | 1.74% | 2.45% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% | 1.39% |
Drawdowns
IVVM vs. IUSB - Drawdown Comparison
The maximum IVVM drawdown since its inception was -5.33%, smaller than the maximum IUSB drawdown of -17.98%. Use the drawdown chart below to compare losses from any high point for IVVM and IUSB. For additional features, visit the drawdowns tool.
Volatility
IVVM vs. IUSB - Volatility Comparison
iShares Large Cap Moderate Buffer ETF (IVVM) has a higher volatility of 1.87% compared to iShares Core Total USD Bond Market ETF (IUSB) at 1.23%. This indicates that IVVM's price experiences larger fluctuations and is considered to be riskier than IUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.