NUAG vs. IBTO
Compare and contrast key facts about Nuveen Enhanced Yield U.S. Aggregate Bond ETF (NUAG) and iShares iBonds Dec 2033 Term Treasury ETF (IBTO).
NUAG and IBTO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NUAG is a passively managed fund by Nuveen that tracks the performance of the ICE BofA Enhanced Yield US Broad Bond. It was launched on Sep 14, 2016. IBTO is a passively managed fund by iShares that tracks the performance of the ICE 2033 Maturity US Treasury Index. It was launched on Jun 27, 2023. Both NUAG and IBTO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
NUAG vs. IBTO - Performance Comparison
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NUAG vs. IBTO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF | -0.03% | 7.37% | 2.02% | 5.00% |
IBTO iShares iBonds Dec 2033 Term Treasury ETF | -0.19% | 8.23% | -0.87% | 1.71% |
Returns By Period
In the year-to-date period, NUAG achieves a -0.03% return, which is significantly higher than IBTO's -0.19% return.
NUAG
- 1D
- 0.03%
- 1M
- -1.41%
- YTD
- -0.03%
- 6M
- 0.67%
- 1Y
- 4.34%
- 3Y*
- 4.46%
- 5Y*
- 0.54%
- 10Y*
- —
IBTO
- 1D
- -0.17%
- 1M
- -1.64%
- YTD
- -0.19%
- 6M
- 0.43%
- 1Y
- 3.67%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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NUAG vs. IBTO - Expense Ratio Comparison
NUAG has a 0.19% expense ratio, which is higher than IBTO's 0.07% 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%.
Return for Risk
NUAG vs. IBTO — Risk / Return Rank
NUAG
IBTO
NUAG vs. IBTO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Enhanced Yield U.S. Aggregate Bond ETF (NUAG) and iShares iBonds Dec 2033 Term Treasury ETF (IBTO). 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.
| NUAG | IBTO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.71 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.06 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.12 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 1.28 | +0.62 |
Martin ratioReturn relative to average drawdown | 5.51 | 3.32 | +2.19 |
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
| NUAG | IBTO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.71 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.47 | -0.17 |
Correlation
The correlation between NUAG and IBTO is 0.94, 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
NUAG vs. IBTO - Dividend Comparison
NUAG's dividend yield for the trailing twelve months is around 4.54%, more than IBTO's 4.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF | 4.54% | 4.43% | 4.44% | 3.95% | 3.60% | 2.27% | 2.93% | 3.54% | 3.79% | 3.38% | 0.48% |
IBTO iShares iBonds Dec 2033 Term Treasury ETF | 4.12% | 4.05% | 4.23% | 1.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NUAG vs. IBTO - Drawdown Comparison
The maximum NUAG drawdown since its inception was -19.79%, which is greater than IBTO's maximum drawdown of -8.36%. Use the drawdown chart below to compare losses from any high point for NUAG and IBTO.
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Drawdown Indicators
| NUAG | IBTO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.79% | -8.36% | -11.43% |
Max Drawdown (1Y)Largest decline over 1 year | -2.54% | -3.08% | +0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -19.19% | — | — |
Current DrawdownCurrent decline from peak | -1.75% | -2.25% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -5.01% | -2.37% | -2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.88% | 1.19% | -0.31% |
Volatility
NUAG vs. IBTO - Volatility Comparison
The current volatility for Nuveen Enhanced Yield U.S. Aggregate Bond ETF (NUAG) is 1.66%, while iShares iBonds Dec 2033 Term Treasury ETF (IBTO) has a volatility of 1.76%. This indicates that NUAG experiences smaller price fluctuations and is considered to be less risky than IBTO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NUAG | IBTO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 1.76% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 2.44% | 3.02% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.28% | 5.18% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.00% | 6.74% | -0.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.51% | 6.74% | -1.23% |