OACP vs. IUSB
Compare and contrast key facts about OneAscent Core Plus Bond ETF (OACP) and iShares Core Universal USD Bond ETF (IUSB).
OACP and IUSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OACP is an actively managed fund by Oneascent. It was launched on Mar 30, 2022. IUSB is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Universal Index. It was launched on Jun 10, 2014.
Performance
OACP vs. IUSB - Performance Comparison
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OACP vs. IUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
OACP OneAscent Core Plus Bond ETF | -0.38% | 7.17% | 2.37% | 6.04% | -7.80% |
IUSB iShares Core Universal USD Bond ETF | -0.07% | 7.38% | 2.11% | 6.23% | -7.53% |
Returns By Period
In the year-to-date period, OACP achieves a -0.38% return, which is significantly lower than IUSB's -0.07% return.
OACP
- 1D
- 0.33%
- 1M
- -1.90%
- YTD
- -0.38%
- 6M
- 0.63%
- 1Y
- 4.20%
- 3Y*
- 3.88%
- 5Y*
- —
- 10Y*
- —
IUSB
- 1D
- 0.20%
- 1M
- -1.81%
- YTD
- -0.07%
- 6M
- 0.97%
- 1Y
- 4.55%
- 3Y*
- 4.07%
- 5Y*
- 0.53%
- 10Y*
- 2.06%
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OACP vs. IUSB - Expense Ratio Comparison
OACP has a 0.77% expense ratio, which is higher than IUSB's 0.06% expense ratio.
Return for Risk
OACP vs. IUSB — Risk / Return Rank
OACP
IUSB
OACP vs. IUSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OneAscent Core Plus Bond ETF (OACP) and iShares Core Universal USD Bond ETF (IUSB). 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 | IUSB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.11 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.56 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.92 | -0.18 |
Martin ratioReturn relative to average drawdown | 5.08 | 5.96 | -0.87 |
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 | IUSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.11 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.46 | -0.17 |
Correlation
The correlation between OACP and IUSB is 0.96, 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
OACP vs. IUSB - Dividend Comparison
OACP's dividend yield for the trailing twelve months is around 4.41%, more than IUSB's 4.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OACP OneAscent Core Plus Bond ETF | 4.41% | 4.46% | 4.51% | 3.87% | 2.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUSB iShares Core Universal USD Bond ETF | 4.23% | 4.17% | 4.04% | 3.46% | 2.53% | 1.74% | 2.68% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% |
Drawdowns
OACP vs. IUSB - Drawdown Comparison
The maximum OACP drawdown since its inception was -11.81%, smaller than the maximum IUSB drawdown of -17.90%. Use the drawdown chart below to compare losses from any high point for OACP and IUSB.
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Drawdown Indicators
| OACP | IUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.81% | -17.90% | +6.09% |
Max Drawdown (1Y)Largest decline over 1 year | -2.58% | -2.49% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.87% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.90% | — |
Current DrawdownCurrent decline from peak | -1.90% | -1.81% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -3.69% | -3.62% | -0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.88% | 0.80% | +0.08% |
Volatility
OACP vs. IUSB - Volatility Comparison
OneAscent Core Plus Bond ETF (OACP) and iShares Core Universal USD Bond ETF (IUSB) have volatilities of 1.61% and 1.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OACP | IUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 1.62% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 2.38% | 2.41% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.98% | 4.13% | -0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.88% | 5.77% | +0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.88% | 5.03% | +0.85% |