NUSIX vs. IGSB
Compare and contrast key facts about Navigator Ultra Short Term Bond Fund (NUSIX) and iShares Short-Term Corporate Bond ETF (IGSB).
NUSIX is managed by Navigator Funds. It was launched on Mar 21, 2019. IGSB is a passively managed fund by iShares that tracks the performance of the ICE BofAML 1-5 Year US Corporate Index. It was launched on Jan 11, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUSIX or IGSB.
Correlation
The correlation between NUSIX and IGSB is 0.14, 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
NUSIX vs. IGSB - Performance Comparison
Key characteristics
NUSIX:
8.74
IGSB:
2.45
NUSIX:
354.87
IGSB:
3.70
NUSIX:
355.87
IGSB:
1.47
NUSIX:
364.69
IGSB:
4.40
NUSIX:
4,093.68
IGSB:
12.27
NUSIX:
0.00%
IGSB:
0.47%
NUSIX:
0.65%
IGSB:
2.34%
NUSIX:
-2.69%
IGSB:
-13.38%
NUSIX:
0.00%
IGSB:
-0.48%
Returns By Period
In the year-to-date period, NUSIX achieves a 5.39% return, which is significantly higher than IGSB's 5.08% return.
NUSIX
5.39%
0.50%
2.66%
5.59%
2.81%
N/A
IGSB
5.08%
0.59%
3.35%
5.77%
2.08%
2.23%
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NUSIX vs. IGSB - Expense Ratio Comparison
NUSIX has a 0.71% expense ratio, which is higher than IGSB's 0.06% expense ratio.
Risk-Adjusted Performance
NUSIX vs. IGSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Navigator Ultra Short Term Bond Fund (NUSIX) and iShares Short-Term Corporate Bond ETF (IGSB). 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
NUSIX vs. IGSB - Dividend Comparison
NUSIX's dividend yield for the trailing twelve months is around 5.61%, more than IGSB's 3.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUSIX Navigator Ultra Short Term Bond Fund | 3.85% | 4.92% | 1.75% | 0.49% | 1.09% | 1.92% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IGSB iShares Short-Term Corporate Bond ETF | 3.65% | 3.26% | 2.07% | 1.82% | 2.37% | 3.07% | 2.46% | 1.65% | 1.45% | 1.18% | 0.94% | 1.17% |
Drawdowns
NUSIX vs. IGSB - Drawdown Comparison
The maximum NUSIX drawdown since its inception was -2.69%, smaller than the maximum IGSB drawdown of -13.38%. Use the drawdown chart below to compare losses from any high point for NUSIX and IGSB. For additional features, visit the drawdowns tool.
Volatility
NUSIX vs. IGSB - Volatility Comparison
The current volatility for Navigator Ultra Short Term Bond Fund (NUSIX) is 0.20%, while iShares Short-Term Corporate Bond ETF (IGSB) has a volatility of 0.52%. This indicates that NUSIX experiences smaller price fluctuations and is considered to be less risky than IGSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.