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MYCJ vs. USIG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MYCJ vs. USIG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street My2030 Corporate Bond ETF (MYCJ) and iShares Broad USD Investment Grade Corporate Bond ETF (USIG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MYCJ achieves a 0.23% return, which is significantly lower than USIG's 0.56% return.


MYCJ

1D
-0.12%
1M
0.13%
YTD
0.23%
6M
0.47%
1Y
5.01%
3Y*
5Y*
10Y*

USIG

1D
-0.23%
1M
0.56%
YTD
0.56%
6M
0.37%
1Y
6.04%
3Y*
5.46%
5Y*
0.72%
10Y*
2.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MYCJ vs. USIG - Yearly Performance Comparison


Correlation

The correlation between MYCJ and USIG is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.91

Correlation (All Time)
Calculated using the full available price history since Sep 25, 2024

0.91

The correlation between MYCJ and USIG has been stable across timeframes, ranging from 0.91 to 0.91 - a consistent structural relationship.

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Return for Risk

MYCJ vs. USIG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MYCJ
MYCJ Risk / Return Rank: 5454
Overall Rank
MYCJ Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
MYCJ Sortino Ratio Rank: 5858
Sortino Ratio Rank
MYCJ Omega Ratio Rank: 5555
Omega Ratio Rank
MYCJ Calmar Ratio Rank: 5252
Calmar Ratio Rank
MYCJ Martin Ratio Rank: 5151
Martin Ratio Rank

USIG
USIG Risk / Return Rank: 4242
Overall Rank
USIG Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
USIG Sortino Ratio Rank: 4242
Sortino Ratio Rank
USIG Omega Ratio Rank: 3939
Omega Ratio Rank
USIG Calmar Ratio Rank: 4444
Calmar Ratio Rank
USIG Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MYCJ vs. USIG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street My2030 Corporate Bond ETF (MYCJ) and iShares Broad USD Investment Grade Corporate Bond ETF (USIG). 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.


MYCJUSIGDifference
Sharpe ratioReturn per unit of total volatility

+0.34

Sortino ratioReturn per unit of downside risk

+0.57

Omega ratioGain probability vs. loss probability

1.33

1.26

+0.08

Calmar ratioReturn relative to maximum drawdown

2.49

2.17

+0.32

Martin ratioReturn relative to average drawdown

8.58

7.07

+1.51

MYCJ vs. USIG - Sharpe Ratio Comparison

The current MYCJ Sharpe Ratio is 1.80, which is comparable to the USIG Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of MYCJ and USIG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


MYCJUSIGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.80

1.47

+0.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

0.99

0.54

+0.45

Drawdowns

MYCJ vs. USIG - Drawdown Comparison

The maximum MYCJ drawdown since its inception was -3.29%, smaller than the maximum USIG drawdown of -22.21%. Use the drawdown chart below to compare losses from any high point for MYCJ and USIG.


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Drawdown Indicators


MYCJUSIGDifference

Max Drawdown

Largest peak-to-trough decline

-3.29%

-22.21%

+18.92%

Max Drawdown (1Y)

Largest decline over 1 year

-2.02%

-2.79%

+0.77%

Max Drawdown (3Y)

Largest decline over 3 years

-6.10%

Max Drawdown (5Y)

Largest decline over 5 years

-21.45%

Max Drawdown (10Y)

Largest decline over 10 years

-21.45%

Current Drawdown

Current decline from peak

-0.93%

-0.97%

+0.04%

Average Drawdown

Average peak-to-trough decline

-0.75%

-3.42%

+2.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.59%

0.86%

-0.27%

Volatility

MYCJ vs. USIG - Volatility Comparison

The current volatility for State Street My2030 Corporate Bond ETF (MYCJ) is 0.90%, while iShares Broad USD Investment Grade Corporate Bond ETF (USIG) has a volatility of 1.27%. This indicates that MYCJ experiences smaller price fluctuations and is considered to be less risky than USIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MYCJUSIGDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.90%

1.27%

-0.37%

Volatility (6M)

Calculated over the trailing 6-month period

1.99%

3.04%

-1.05%

Volatility (1Y)

Calculated over the trailing 1-year period

2.79%

4.13%

-1.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.65%

6.82%

-3.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.65%

6.82%

-3.17%

MYCJ vs. USIG - Expense Ratio Comparison

MYCJ has a 0.15% expense ratio, which is higher than USIG's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

MYCJ vs. USIG - Dividend Comparison

MYCJ's dividend yield for the trailing twelve months is around 4.65%, less than USIG's 4.74% yield.


PositionTTM20252024202320222021202020192018201720162015
MYCJ
State Street My2030 Corporate Bond ETF
4.65%4.68%1.21%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
4.74%4.62%4.51%3.94%3.14%2.33%2.82%3.37%3.44%3.03%2.87%3.24%

Frequently Asked Questions


With a correlation of 0.91, MYCJ and USIG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

USIG has higher volatility (1.27%) compared to MYCJ (0.90%). In terms of maximum drawdown, MYCJ dropped -3.29% vs USIG's -22.21%.

On 1-year performance, USIG leads with 6.04% vs 5.01% for MYCJ. On fees, USIG is cheaper at 0.04% per year. On volatility, MYCJ has been the lower-risk option at 0.90%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, USIG has performed better with a 6.04% return vs 5.01%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

USIG is cheaper with a 0.04% expense ratio, compared with 0.15% for MYCJ.

USIG has the higher dividend yield at 4.74%, compared with 4.65% for MYCJ.

They also come from different issuers: State Street and iShares. Their fees differ too: 0.15% for MYCJ and 0.04% for USIG.

MYCJ currently has the higher Sharpe Ratio (1.80 vs 1.47), 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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