MBB vs. NUBD
Compare and contrast key facts about iShares MBS Bond ETF (MBB) and Nuveen ESG U.S. Aggregate Bond ETF (NUBD).
MBB and NUBD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MBB is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. MBS Index. It was launched on Mar 16, 2007. NUBD is a passively managed fund by Nuveen that tracks the performance of the Bloomberg Barclays MSCI US Aggregate ESG Select Index. It was launched on Sep 29, 2017. Both MBB and NUBD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MBB or NUBD.
Correlation
The correlation between MBB and NUBD is 0.05, 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
MBB vs. NUBD - Performance Comparison
Key characteristics
MBB:
1.36
NUBD:
1.44
MBB:
2.02
NUBD:
2.13
MBB:
1.24
NUBD:
1.25
MBB:
0.67
NUBD:
0.51
MBB:
3.61
NUBD:
3.35
MBB:
2.23%
NUBD:
2.15%
MBB:
5.89%
NUBD:
5.02%
MBB:
-17.64%
NUBD:
-19.45%
MBB:
-5.41%
NUBD:
-8.18%
Returns By Period
In the year-to-date period, MBB achieves a 2.46% return, which is significantly higher than NUBD's 2.23% return.
MBB
2.46%
-1.31%
2.63%
6.37%
-0.95%
0.96%
NUBD
2.23%
-1.13%
2.12%
5.96%
-1.17%
N/A
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MBB vs. NUBD - Expense Ratio Comparison
MBB has a 0.06% expense ratio, which is lower than NUBD's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
MBB vs. NUBD — Risk-Adjusted Performance Rank
MBB
NUBD
MBB vs. NUBD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MBS Bond ETF (MBB) and Nuveen ESG U.S. Aggregate Bond ETF (NUBD). 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
MBB vs. NUBD - Dividend Comparison
MBB's dividend yield for the trailing twelve months is around 4.07%, more than NUBD's 3.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MBB iShares MBS Bond ETF | 4.07% | 3.94% | 3.40% | 2.31% | 1.05% | 2.10% | 2.77% | 2.64% | 2.23% | 2.58% | 2.66% | 1.72% |
NUBD Nuveen ESG U.S. Aggregate Bond ETF | 3.67% | 3.51% | 2.99% | 2.83% | 2.05% | 2.21% | 2.67% | 3.08% | 0.58% | 0.00% | 0.00% | 0.00% |
Drawdowns
MBB vs. NUBD - Drawdown Comparison
The maximum MBB drawdown since its inception was -17.64%, smaller than the maximum NUBD drawdown of -19.45%. Use the drawdown chart below to compare losses from any high point for MBB and NUBD. For additional features, visit the drawdowns tool.
Volatility
MBB vs. NUBD - Volatility Comparison
iShares MBS Bond ETF (MBB) has a higher volatility of 2.27% compared to Nuveen ESG U.S. Aggregate Bond ETF (NUBD) at 1.88%. This indicates that MBB's price experiences larger fluctuations and is considered to be riskier than NUBD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.