UBND vs. IMTB
UBND (VictoryShares Core Plus Intermediate Bond ETF) and IMTB (iShares Core 5-10 Year USD Bond ETF) are both Intermediate Core-Plus Bond funds. UBND is actively managed, while IMTB is passively managed. Over the past 3 years, UBND returned 4.91%/yr vs 4.75%/yr for IMTB. Their correlation of 0.87 suggests significant overlap in exposure. UBND charges 0.40%/yr vs 0.06%/yr for IMTB.
Performance
UBND vs. IMTB - Performance Comparison
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Returns By Period
In the year-to-date period, UBND achieves a 0.23% return, which is significantly higher than IMTB's -0.02% return.
UBND
- 1D
- -0.18%
- 1M
- 0.25%
- YTD
- 0.23%
- 6M
- 0.36%
- 1Y
- 5.64%
- 3Y*
- 4.91%
- 5Y*
- —
- 10Y*
- —
IMTB
- 1D
- -0.31%
- 1M
- -0.07%
- YTD
- -0.02%
- 6M
- 0.07%
- 1Y
- 5.97%
- 3Y*
- 4.75%
- 5Y*
- 0.55%
- 10Y*
- —
UBND vs. IMTB - 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% |
IMTB iShares Core 5-10 Year USD Bond ETF | -0.02% | 8.88% | 1.94% | 6.10% | -12.75% | -0.41% |
Correlation
The correlation between UBND and IMTB is 0.92, 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 | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2021 | 0.87 |
The correlation between UBND and IMTB has been stable across timeframes, ranging from 0.87 to 0.92 - a consistent structural relationship.
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Return for Risk
UBND vs. IMTB — Risk / Return Rank
UBND
IMTB
UBND vs. IMTB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares Core Plus Intermediate Bond ETF (UBND) 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.
| UBND | IMTB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.26 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.16 | 2.10 | +0.07 |
| Martin ratioReturn relative to average drawdown | 6.89 | 6.51 | +0.38 |
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
| UBND | IMTB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 1.48 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.36 | -0.20 |
Drawdowns
UBND vs. IMTB - Drawdown Comparison
The maximum UBND drawdown since its inception was -16.53%, smaller than the maximum IMTB drawdown of -18.15%. Use the drawdown chart below to compare losses from any high point for UBND and IMTB.
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Drawdown Indicators
| UBND | IMTB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.53% | -18.15% | +1.62% |
Max Drawdown (1Y)Largest decline over 1 year | -2.62% | -2.86% | +0.24% |
Max Drawdown (3Y)Largest decline over 3 years | -5.07% | -6.80% | +1.73% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.11% | — |
Current DrawdownCurrent decline from peak | -1.34% | -1.74% | +0.40% |
Average DrawdownAverage peak-to-trough decline | -5.45% | -4.13% | -1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.82% | 0.92% | -0.10% |
Volatility
UBND vs. IMTB - Volatility Comparison
The current volatility for VictoryShares Core Plus Intermediate Bond ETF (UBND) is 1.26%, while iShares Core 5-10 Year USD Bond ETF (IMTB) has a volatility of 1.45%. This indicates that UBND 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
| UBND | IMTB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.26% | 1.45% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 2.42% | 3.02% | -0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.53% | 4.05% | -0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.80% | 6.28% | -0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.80% | 5.18% | +0.62% |
UBND vs. IMTB - Expense Ratio Comparison
UBND has a 0.40% expense ratio, which is higher than IMTB's 0.06% expense ratio.
Dividends
UBND vs. IMTB - Dividend Comparison
UBND's dividend yield for the trailing twelve months is around 4.77%, more 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% |
UBND VictoryShares Core Plus Intermediate Bond ETF | 4.77% | 4.56% | 4.63% | 4.37% | 3.28% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.92, UBND 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 (1.45%) compared to UBND (1.26%). In terms of maximum drawdown, UBND dropped -16.53% vs IMTB's -18.15%.
On 3-year performance, UBND leads with 4.91% vs 4.75% for IMTB. On fees, IMTB is cheaper at 0.06% per year. On volatility, UBND 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, UBND has performed better with a 4.91% return vs 4.75%. 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 0.40% for UBND.
UBND has the higher dividend yield at 4.77%, compared with 4.52% for IMTB.
They also come from different issuers: Victory and iShares. Their fees differ too: 0.40% for UBND and 0.06% for IMTB.
UBND currently has the higher Sharpe Ratio (1.60 vs 1.48), 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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