NUSIX vs. ISTB
Compare and contrast key facts about Navigator Ultra Short Term Bond Fund (NUSIX) and iShares Core 1-5 Year USD Bond ETF (ISTB).
NUSIX is managed by Navigator Funds. It was launched on Mar 21, 2019. ISTB is a passively managed fund by iShares that tracks the performance of the Barclays U.S. Government/Credit 1-5 Year Bond Index. It was launched on Oct 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUSIX or ISTB.
Correlation
The correlation between NUSIX and ISTB is 0.15, 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. ISTB - Performance Comparison
Key characteristics
NUSIX:
7.56
ISTB:
3.04
NUSIX:
31.78
ISTB:
4.85
NUSIX:
19.76
ISTB:
1.62
NUSIX:
50.10
ISTB:
2.66
NUSIX:
516.68
ISTB:
13.46
NUSIX:
0.01%
ISTB:
0.52%
NUSIX:
0.66%
ISTB:
2.29%
NUSIX:
-2.69%
ISTB:
-9.39%
NUSIX:
0.00%
ISTB:
-0.35%
Returns By Period
In the year-to-date period, NUSIX achieves a 1.11% return, which is significantly lower than ISTB's 1.97% return.
NUSIX
1.11%
0.21%
2.05%
4.98%
3.18%
N/A
ISTB
1.97%
0.55%
1.86%
7.08%
1.49%
1.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NUSIX vs. ISTB - Expense Ratio Comparison
NUSIX has a 0.71% expense ratio, which is higher than ISTB's 0.06% expense ratio.
Risk-Adjusted Performance
NUSIX vs. ISTB — Risk-Adjusted Performance Rank
NUSIX
ISTB
NUSIX vs. ISTB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Navigator Ultra Short Term Bond Fund (NUSIX) and iShares Core 1-5 Year USD Bond ETF (ISTB). 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. ISTB - Dividend Comparison
NUSIX's dividend yield for the trailing twelve months is around 5.08%, more than ISTB's 3.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUSIX Navigator Ultra Short Term Bond Fund | 5.08% | 5.23% | 4.92% | 1.75% | 0.49% | 1.09% | 1.92% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ISTB iShares Core 1-5 Year USD Bond ETF | 3.91% | 3.83% | 2.97% | 2.01% | 1.63% | 2.20% | 2.75% | 2.57% | 2.06% | 1.90% | 1.58% | 1.07% |
Drawdowns
NUSIX vs. ISTB - Drawdown Comparison
The maximum NUSIX drawdown since its inception was -2.69%, smaller than the maximum ISTB drawdown of -9.39%. Use the drawdown chart below to compare losses from any high point for NUSIX and ISTB. For additional features, visit the drawdowns tool.
Volatility
NUSIX vs. ISTB - Volatility Comparison
The current volatility for Navigator Ultra Short Term Bond Fund (NUSIX) is 0.23%, while iShares Core 1-5 Year USD Bond ETF (ISTB) has a volatility of 0.91%. This indicates that NUSIX experiences smaller price fluctuations and is considered to be less risky than ISTB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.