OACP vs. IMTB
OACP (OneAscent Core Plus Bond ETF) and IMTB (iShares Core 5-10 Year USD Bond ETF) are both Intermediate Core-Plus Bond funds. OACP is actively managed, while IMTB is passively managed. Over the past 3 years, OACP returned 4.40%/yr vs 4.82%/yr for IMTB. Their correlation of 0.92 suggests significant overlap in exposure. OACP charges 0.77%/yr vs 0.06%/yr for IMTB.
Performance
OACP vs. IMTB - Performance Comparison
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Returns By Period
In the year-to-date period, OACP achieves a 0.19% return, which is significantly higher than IMTB's 0.14% return.
OACP
- 1D
- 0.15%
- 1M
- 0.36%
- YTD
- 0.19%
- 6M
- 0.36%
- 1Y
- 5.06%
- 3Y*
- 4.40%
- 5Y*
- —
- 10Y*
- —
IMTB
- 1D
- 0.16%
- 1M
- 0.13%
- YTD
- 0.14%
- 6M
- 0.49%
- 1Y
- 5.66%
- 3Y*
- 4.82%
- 5Y*
- 0.58%
- 10Y*
- —
OACP vs. IMTB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
OACP OneAscent Core Plus Bond ETF | 0.19% | 7.17% | 2.37% | 6.04% | -7.80% |
IMTB iShares Core 5-10 Year USD Bond ETF | 0.14% | 8.88% | 1.94% | 6.10% | -7.48% |
Correlation
The correlation between OACP and IMTB is 0.90, 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 | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2022 | 0.92 |
The correlation between OACP and IMTB has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.
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Return for Risk
OACP vs. IMTB — Risk / Return Rank
OACP
IMTB
OACP vs. IMTB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OneAscent Core Plus Bond ETF (OACP) and iShares Core 5-10 Year USD Bond ETF (IMTB). 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.
| OACP | IMTB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 1.99 | -0.03 |
| Martin ratioReturn relative to average drawdown | 5.70 | 6.13 | -0.44 |
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
| OACP | IMTB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 1.41 | +0.04 |
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 | 0.36 | -0.06 |
Drawdowns
OACP vs. IMTB - Drawdown Comparison
The maximum OACP drawdown since its inception was -11.81%, smaller than the maximum IMTB drawdown of -18.15%. Use the drawdown chart below to compare losses from any high point for OACP and IMTB.
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Drawdown Indicators
| OACP | IMTB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.81% | -18.15% | +6.34% |
Max Drawdown (1Y)Largest decline over 1 year | -2.60% | -2.86% | +0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -5.89% | -6.80% | +0.91% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.11% | — |
Current DrawdownCurrent decline from peak | -1.33% | -1.58% | +0.25% |
Average DrawdownAverage peak-to-trough decline | -3.59% | -4.13% | +0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 0.92% | -0.03% |
Volatility
OACP vs. IMTB - Volatility Comparison
The current volatility for OneAscent Core Plus Bond ETF (OACP) is 1.26%, while iShares Core 5-10 Year USD Bond ETF (IMTB) has a volatility of 1.46%. This indicates that OACP experiences smaller price fluctuations and is considered to be less risky than IMTB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OACP | IMTB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.26% | 1.46% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 2.57% | 3.02% | -0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.54% | 4.05% | -0.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.81% | 6.28% | -0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.81% | 5.18% | +0.63% |
OACP vs. IMTB - Expense Ratio Comparison
OACP has a 0.77% expense ratio, which is higher than IMTB's 0.06% expense ratio.
Dividends
OACP vs. IMTB - Dividend Comparison
OACP's dividend yield for the trailing twelve months is around 4.37%, less than IMTB's 4.52% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IMTB iShares Core 5-10 Year USD Bond ETF | 4.52% | 4.40% | 4.42% | 4.13% | 2.90% | 2.49% | 2.63% | 2.91% | 3.04% | 2.75% | 0.40% |
OACP OneAscent Core Plus Bond ETF | 4.37% | 4.46% | 4.51% | 3.87% | 2.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.90, OACP and IMTB 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.
IMTB has higher volatility (1.46%) compared to OACP (1.26%). In terms of maximum drawdown, OACP dropped -11.81% vs IMTB's -18.15%.
On 3-year performance, IMTB leads with 4.82% vs 4.40% for OACP. On fees, IMTB is cheaper at 0.06% per year. On volatility, OACP has been the lower-risk option at 1.26%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, IMTB has performed better with a 4.82% return vs 4.40%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IMTB is cheaper with a 0.06% expense ratio, compared with 0.77% for OACP.
IMTB has the higher dividend yield at 4.52%, compared with 4.37% for OACP.
They also come from different issuers: Oneascent and iShares. Their fees differ too: 0.77% for OACP and 0.06% for IMTB.
OACP currently has the higher Sharpe Ratio (1.45 vs 1.41), 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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