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SKOR vs. IGBH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SKOR vs. IGBH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) and iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SKOR achieves a 0.45% return, which is significantly lower than IGBH's 2.44% return. Over the past 10 years, SKOR has underperformed IGBH with an annualized return of 2.88%, while IGBH has yielded a comparatively higher 5.04% annualized return.


SKOR

1D
0.11%
1M
0.25%
YTD
0.45%
6M
0.78%
1Y
5.01%
3Y*
5.94%
5Y*
1.81%
10Y*
2.88%

IGBH

1D
0.12%
1M
1.52%
YTD
2.44%
6M
3.11%
1Y
9.11%
3Y*
9.02%
5Y*
5.30%
10Y*
5.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SKOR vs. IGBH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SKOR
FlexShares Credit-Scored US Corporate Bond Index Fund
0.45%7.99%4.42%7.64%-9.88%-1.40%8.84%10.69%-1.25%4.38%
IGBH
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
2.44%7.90%7.80%12.12%-2.82%2.20%1.09%9.62%-4.54%9.36%

Correlation

The correlation between SKOR and IGBH is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.40

Correlation (3Y)
Calculated over the trailing 3-year period

0.23

Correlation (5Y)
Calculated over the trailing 5-year period

0.25

Correlation (10Y)
Calculated over the trailing 10-year period

0.20

Correlation (All Time)
Calculated using the full available price history since Sep 14, 2015

0.19

Over the past year, SKOR and IGBH have become more correlated (0.40) than their long-term average of 0.19, meaning their price movements have been converging.

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Return for Risk

SKOR vs. IGBH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SKOR
SKOR Risk / Return Rank: 5454
Overall Rank
SKOR Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
SKOR Sortino Ratio Rank: 5959
Sortino Ratio Rank
SKOR Omega Ratio Rank: 5757
Omega Ratio Rank
SKOR Calmar Ratio Rank: 4949
Calmar Ratio Rank
SKOR Martin Ratio Rank: 5151
Martin Ratio Rank

IGBH
IGBH Risk / Return Rank: 6363
Overall Rank
IGBH Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
IGBH Sortino Ratio Rank: 7777
Sortino Ratio Rank
IGBH Omega Ratio Rank: 7575
Omega Ratio Rank
IGBH Calmar Ratio Rank: 4444
Calmar Ratio Rank
IGBH Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SKOR vs. IGBH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) and iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH). 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.


SKORIGBHDifference
Sharpe ratioReturn per unit of total volatility

-0.40

Sortino ratioReturn per unit of downside risk

-0.64

Omega ratioGain probability vs. loss probability

1.34

1.44

-0.09

Calmar ratioReturn relative to maximum drawdown

2.41

2.16

+0.26

Martin ratioReturn relative to average drawdown

8.60

7.90

+0.70

SKOR vs. IGBH - Sharpe Ratio Comparison

The current SKOR Sharpe Ratio is 1.86, which is comparable to the IGBH Sharpe Ratio of 2.26. The chart below compares the historical Sharpe Ratios of SKOR and IGBH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SKORIGBHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.86

2.26

-0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.41

0.87

-0.46

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.55

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.52

+0.11

Drawdowns

SKOR vs. IGBH - Drawdown Comparison

The maximum SKOR drawdown since its inception was -15.98%, smaller than the maximum IGBH drawdown of -33.67%. Use the drawdown chart below to compare losses from any high point for SKOR and IGBH.


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Drawdown Indicators


SKORIGBHDifference

Max Drawdown

Largest peak-to-trough decline

-15.98%

-33.67%

+17.69%

Max Drawdown (1Y)

Largest decline over 1 year

-2.09%

-4.24%

+2.15%

Max Drawdown (3Y)

Largest decline over 3 years

-3.11%

-6.93%

+3.82%

Max Drawdown (5Y)

Largest decline over 5 years

-15.13%

-10.48%

-4.65%

Max Drawdown (10Y)

Largest decline over 10 years

-15.98%

-33.67%

+17.69%

Current Drawdown

Current decline from peak

-0.67%

-0.07%

-0.60%

Average Drawdown

Average peak-to-trough decline

-2.65%

-2.66%

+0.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.58%

1.15%

-0.57%

Volatility

SKOR vs. IGBH - Volatility Comparison

FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) and iShares Interest Rate Hedged Long-Term Corporate Bond ETF (IGBH) have volatilities of 0.84% and 0.82%, 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


SKORIGBHDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.84%

0.82%

+0.02%

Volatility (6M)

Calculated over the trailing 6-month period

1.99%

3.14%

-1.15%

Volatility (1Y)

Calculated over the trailing 1-year period

2.72%

4.05%

-1.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.42%

6.13%

-1.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.90%

9.20%

-4.30%

SKOR vs. IGBH - Expense Ratio Comparison

SKOR has a 0.22% expense ratio, which is higher than IGBH's 0.16% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SKOR vs. IGBH - Dividend Comparison

SKOR's dividend yield for the trailing twelve months is around 4.66%, less than IGBH's 5.66% yield.


PositionTTM20252024202320222021202020192018201720162015
IGBH
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
5.66%6.23%6.88%7.32%3.84%2.71%2.39%3.40%5.56%2.87%2.62%1.12%
SKOR
FlexShares Credit-Scored US Corporate Bond Index Fund
4.66%4.70%4.90%3.90%2.57%2.55%3.38%3.53%2.85%2.46%2.74%2.25%

Frequently Asked Questions


SKOR and IGBH have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SKOR has higher volatility (0.84%) compared to IGBH (0.82%). In terms of maximum drawdown, SKOR dropped -15.98% vs IGBH's -33.67%.

On 10-year performance, IGBH leads with 5.04% vs 2.88% for SKOR. On fees, IGBH is cheaper at 0.16% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, IGBH has performed better with a 5.04% return vs 2.88%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IGBH is cheaper with a 0.16% expense ratio, compared with 0.22% for SKOR.

IGBH has the higher dividend yield at 5.66%, compared with 4.66% for SKOR.

SKOR tracks NorthernTrustUS Corporate Bond Quality Value Index, while IGBH tracks BlackRock Interest Rate Hedged Long-Term Corporate Bond Index. They also come from different issuers: Northern Trust and iShares. Their fees differ too: 0.22% for SKOR and 0.16% for IGBH.

IGBH currently has the higher Sharpe Ratio (2.26 vs 1.86), 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.

Portfolio Optimizer

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