UBND vs. EUSB
UBND (VictoryShares Core Plus Intermediate Bond ETF) and EUSB (iShares ESG Advanced Total USD Bond Market ETF) are both Intermediate Core-Plus Bond funds. UBND is actively managed, while EUSB is passively managed. Over the past 3 years, UBND returned 4.91%/yr vs 4.27%/yr for EUSB. Their correlation of 0.87 suggests significant overlap in exposure. UBND charges 0.40%/yr vs 0.12%/yr for EUSB.
Performance
UBND vs. EUSB - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UBND achieves a 0.23% return, which is significantly higher than EUSB's 0.13% return.
UBND
- 1D
- -0.18%
- 1M
- 0.25%
- YTD
- 0.23%
- 6M
- 0.36%
- 1Y
- 5.64%
- 3Y*
- 4.91%
- 5Y*
- —
- 10Y*
- —
EUSB
- 1D
- -0.20%
- 1M
- 0.27%
- YTD
- 0.13%
- 6M
- 0.19%
- 1Y
- 5.15%
- 3Y*
- 4.27%
- 5Y*
- 0.34%
- 10Y*
- —
UBND vs. EUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UBND VictoryShares Core Plus Intermediate Bond ETF | 0.23% | 7.79% | 3.04% | 7.37% | -12.72% | 0.12% |
EUSB iShares ESG Advanced Total USD Bond Market ETF | 0.13% | 7.45% | 1.83% | 5.80% | -12.81% | 0.11% |
Correlation
The correlation between UBND and EUSB is 0.94, 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 | 0.94 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2021 | 0.87 |
The correlation between UBND and EUSB has been stable across timeframes, ranging from 0.87 to 0.94 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
UBND vs. EUSB — Risk / Return Rank
UBND
EUSB
UBND vs. EUSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares Core Plus Intermediate Bond ETF (UBND) and iShares ESG Advanced Total USD Bond Market ETF (EUSB). 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.
| UBND | EUSB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.26 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.16 | 2.09 | +0.08 |
| Martin ratioReturn relative to average drawdown | 6.89 | 6.26 | +0.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| UBND | EUSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 1.45 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.06 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.04 | +0.12 |
Drawdowns
UBND vs. EUSB - Drawdown Comparison
The maximum UBND drawdown since its inception was -16.53%, smaller than the maximum EUSB drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for UBND and EUSB.
Loading charts...
Drawdown Indicators
| UBND | EUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.53% | -17.87% | +1.34% |
Max Drawdown (1Y)Largest decline over 1 year | -2.62% | -2.48% | -0.14% |
Max Drawdown (3Y)Largest decline over 3 years | -5.07% | -5.76% | +0.69% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.45% | — |
Current DrawdownCurrent decline from peak | -1.34% | -1.36% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -5.45% | -6.50% | +1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 0.82% | 0.00% |
Volatility
UBND vs. EUSB - Volatility Comparison
VictoryShares Core Plus Intermediate Bond ETF (UBND) has a higher volatility of 1.26% compared to iShares ESG Advanced Total USD Bond Market ETF (EUSB) at 1.17%. This indicates that UBND's price experiences larger fluctuations and is considered to be riskier than EUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| UBND | EUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.26% | 1.17% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 2.42% | 2.49% | -0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.53% | 3.57% | -0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.80% | 5.77% | +0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.80% | 5.41% | +0.39% |
UBND vs. EUSB - Expense Ratio Comparison
UBND has a 0.40% expense ratio, which is higher than EUSB's 0.12% expense ratio.
Dividends
UBND vs. EUSB - Dividend Comparison
UBND's dividend yield for the trailing twelve months is around 4.77%, more than EUSB's 3.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
EUSB iShares ESG Advanced Total USD Bond Market ETF | 3.97% | 3.84% | 3.67% | 3.08% | 2.21% | 1.10% | 0.57% |
UBND VictoryShares Core Plus Intermediate Bond ETF | 4.77% | 4.56% | 4.63% | 4.37% | 3.28% | 0.28% | 0.00% |
Frequently Asked Questions
With a correlation of 0.94, UBND and EUSB 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.
UBND has higher volatility (1.26%) compared to EUSB (1.17%). In terms of maximum drawdown, UBND dropped -16.53% vs EUSB's -17.87%.
On 3-year performance, UBND leads with 4.91% vs 4.27% for EUSB. On fees, EUSB is cheaper at 0.12% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, UBND has performed better with a 4.91% return vs 4.27%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
EUSB is cheaper with a 0.12% expense ratio, compared with 0.40% for UBND.
UBND has the higher dividend yield at 4.77%, compared with 3.97% for EUSB.
They also come from different issuers: Victory and iShares. Their fees differ too: 0.40% for UBND and 0.12% for EUSB.
UBND currently has the higher Sharpe Ratio (1.60 vs 1.45), 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.
Find the right allocation for UBND and EUSB
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer