UBND vs. UITB
UBND (VictoryShares Core Plus Intermediate Bond ETF) and UITB (VictoryShares Core Intermediate Bond ETF) are both exchange-traded funds - UBND is a Intermediate Core-Plus Bond fund actively managed by Victory, while UITB is a Intermediate Core Bond fund actively managed by Victory. Both are actively managed. Over the past 3 years, UBND returned 4.78%/yr vs 4.28%/yr for UITB. Their correlation of 0.90 means they have usually moved in the same direction. UBND charges 0.40%/yr vs 0.38%/yr for UITB.
Performance
UBND vs. UITB - Performance Comparison
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Returns By Period
In the year-to-date period, UBND achieves a -0.40% return, which is significantly higher than UITB's -0.51% return.
UBND
- 1D
- -0.30%
- 1M
- -1.27%
- 6M
- -0.51%
- YTD
- -0.40%
- 1Y
- 2.42%
- 3Y*
- 4.78%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 0.78%
UITB
- 1D
- -0.25%
- 1M
- -1.17%
- 6M
- -0.70%
- YTD
- -0.51%
- 1Y
- 1.79%
- 3Y*
- 4.28%
- 5Y*
- 0.06%
- 10Y*
- —
- ALL TIME*
- 2.16%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.01M | $8.32M | $6.37M | |
| $7.78M | $6.55M | $6.62M |
UBND vs. UITB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UBND VictoryShares Core Plus Intermediate Bond ETF | -0.40% | 7.79% | 3.04% | 7.37% | -12.72% | 0.14% |
UITB VictoryShares Core Intermediate Bond ETF | -0.51% | 7.32% | 1.81% | 6.49% | -12.23% | -0.40% |
Correlation
The correlation between UBND and UITB is 0.95 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.95 |
Correlation (3Y) Balances recent behavior with more history. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Oct 5, 2021 | 0.90 |
The correlation between UBND and UITB has been stable across timeframes, ranging from 0.90 to 0.95 - a consistent structural relationship.
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Return for Risk
UBND vs. UITB — Risk / Return Rank
UBND
UITB
UBND vs. UITB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares Core Plus Intermediate Bond ETF (UBND) and VictoryShares Core Intermediate Bond ETF (UITB). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UBND | UITB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.13 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.22 | 0.95 | +0.27 |
| Martin ratioReturn relative to average drawdown | 3.36 | 2.43 | +0.93 |
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Drawdowns
UBND vs. UITB - Drawdown Comparison
The maximum UBND drawdown since its inception was -16.53%, roughly equal to the maximum UITB drawdown of -17.02%. Use the drawdown chart below to compare losses from any high point for UBND and UITB.
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Drawdown Indicators
| UBND | UITB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.53% | -17.02% | +0.49% |
Max Drawdown (1Y)Largest decline over 1 year | -2.62% | -2.80% | +0.18% |
Max Drawdown (3Y)Largest decline over 3 years | -4.29% | -4.75% | +0.46% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.02% | — |
Current DrawdownCurrent decline from peak | -1.96% | -2.29% | +0.33% |
Average DrawdownAverage peak-to-trough decline | -5.30% | -4.29% | -1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 1.10% | -0.15% |
Volatility
UBND vs. UITB - Volatility Comparison
VictoryShares Core Plus Intermediate Bond ETF (UBND) and VictoryShares Core Intermediate Bond ETF (UITB) have volatilities of 0.98% and 0.94%, 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
| UBND | UITB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.98% | 0.94% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 2.72% | 2.82% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.48% | 3.60% | -0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.75% | 5.66% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.75% | 4.96% | +0.79% |
UBND vs. UITB - Expense Ratio Comparison
UBND has a 0.40% expense ratio, which is higher than UITB's 0.38% expense ratio.
Dividends
UBND vs. UITB - Dividend Comparison
UBND's dividend yield for the trailing twelve months is around 4.90%, more than UITB's 4.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
UBND VictoryShares Core Plus Intermediate Bond ETF | 4.90% | 4.56% | 4.63% | 4.37% | 3.28% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% |
UITB VictoryShares Core Intermediate Bond ETF | 4.25% | 4.04% | 3.89% | 3.14% | 2.32% | 1.95% | 2.79% | 3.01% | 2.99% | 0.50% |
Frequently Asked Questions
With a correlation of 0.95, UBND and UITB 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 (0.98%) compared to UITB (0.94%). In terms of maximum drawdown, UBND dropped -16.53% vs UITB's -17.02%.
On 3-year performance, UBND leads with 4.78% vs 4.28% for UITB. On fees, UITB is cheaper at 0.38% 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 4.78% return vs 4.28%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
UITB is cheaper with a 0.38% expense ratio, compared with 0.40% for UBND.
UBND has the higher dividend yield at 4.90%, compared with 4.25% for UITB.
UBND is categorized as Intermediate Core-Plus Bond, while UITB is Intermediate Core Bond. Their fees differ too: 0.40% for UBND and 0.38% for UITB.
UBND currently has the higher Sharpe Ratio (0.92 vs 0.74), 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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