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SBRB vs. SBGB
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between SBRB and SBGB is 0.91, 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.


-0.50.00.51.00.9

Performance

SBRB vs. SBGB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sberbank MOEX Corporate Bonds Index ETF (SBRB) and Sberbank MOEX Russian Government Bond ETF (SBGB). The values are adjusted to include any dividend payments, if applicable.

-30.00%-20.00%-10.00%0.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-10.25%
-5.03%
SBRB
SBGB

Key characteristics

Sharpe Ratio

SBRB:

0.79

SBGB:

-0.03

Sortino Ratio

SBRB:

1.37

SBGB:

0.04

Omega Ratio

SBRB:

1.17

SBGB:

1.00

Calmar Ratio

SBRB:

0.90

SBGB:

-0.02

Martin Ratio

SBRB:

3.10

SBGB:

-0.04

Ulcer Index

SBRB:

1.50%

SBGB:

8.34%

Daily Std Dev

SBRB:

5.90%

SBGB:

9.95%

Max Drawdown

SBRB:

-20.47%

SBGB:

-22.54%

Current Drawdown

SBRB:

-0.29%

SBGB:

-3.37%

Returns By Period

In the year-to-date period, SBRB achieves a 4.99% return, which is significantly higher than SBGB's -0.30% return.


SBRB

YTD

4.99%

1M

2.19%

6M

2.61%

1Y

4.68%

5Y*

5.35%

10Y*

N/A

SBGB

YTD

-0.30%

1M

11.32%

6M

9.19%

1Y

-0.99%

5Y*

0.87%

10Y*

N/A

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


SBRB vs. SBGB - Expense Ratio Comparison

Both SBRB and SBGB have an expense ratio of 0.80%.


SBRB
Sberbank MOEX Corporate Bonds Index ETF
Expense ratio chart for SBRB: current value at 0.80% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.80%
Expense ratio chart for SBGB: current value at 0.80% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.80%

Risk-Adjusted Performance

SBRB vs. SBGB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Sberbank MOEX Corporate Bonds Index ETF (SBRB) and Sberbank MOEX Russian Government Bond ETF (SBGB). 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.


Sharpe ratio
The chart of Sharpe ratio for SBRB, currently valued at -0.22, compared to the broader market0.002.004.00-0.22-0.40
The chart of Sortino ratio for SBRB, currently valued at -0.17, compared to the broader market-2.000.002.004.006.008.0010.00-0.17-0.44
The chart of Omega ratio for SBRB, currently valued at 0.98, compared to the broader market0.501.001.502.002.503.000.980.94
The chart of Calmar ratio for SBRB, currently valued at -0.10, compared to the broader market0.005.0010.0015.00-0.10-0.16
The chart of Martin ratio for SBRB, currently valued at -0.56, compared to the broader market0.0020.0040.0060.0080.00100.00-0.56-0.72
SBRB
SBGB

The current SBRB Sharpe Ratio is 0.79, which is higher than the SBGB Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of SBRB and SBGB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
-0.22
-0.40
SBRB
SBGB

Dividends

SBRB vs. SBGB - Dividend Comparison

Neither SBRB nor SBGB has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

SBRB vs. SBGB - Drawdown Comparison

The maximum SBRB drawdown since its inception was -20.47%, smaller than the maximum SBGB drawdown of -22.54%. Use the drawdown chart below to compare losses from any high point for SBRB and SBGB. For additional features, visit the drawdowns tool.


-60.00%-55.00%-50.00%-45.00%-40.00%-35.00%-30.00%-25.00%JulyAugustSeptemberOctoberNovemberDecember
-40.24%
-48.30%
SBRB
SBGB

Volatility

SBRB vs. SBGB - Volatility Comparison

The current volatility for Sberbank MOEX Corporate Bonds Index ETF (SBRB) is 13.03%, while Sberbank MOEX Russian Government Bond ETF (SBGB) has a volatility of 14.68%. This indicates that SBRB experiences smaller price fluctuations and is considered to be less risky than SBGB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
13.03%
14.68%
SBRB
SBGB
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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