UBND vs. USIBX
Compare and contrast key facts about VictoryShares Core Plus Intermediate Bond ETF (UBND) and USAA Intermediate Term Bond Fund (USIBX).
UBND is an actively managed fund by VictoryShares. It was launched on Oct 4, 2021. USIBX is managed by Victory Capital. It was launched on Aug 2, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UBND or USIBX.
Correlation
The correlation between UBND and USIBX is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
UBND vs. USIBX - Performance Comparison
Key characteristics
UBND:
1.18
USIBX:
1.02
UBND:
1.73
USIBX:
1.48
UBND:
1.21
USIBX:
1.17
UBND:
0.81
USIBX:
0.43
UBND:
3.34
USIBX:
2.75
UBND:
1.79%
USIBX:
1.90%
UBND:
5.02%
USIBX:
5.28%
UBND:
-16.53%
USIBX:
-20.24%
UBND:
-1.43%
USIBX:
-6.59%
Returns By Period
In the year-to-date period, UBND achieves a 2.20% return, which is significantly higher than USIBX's 1.70% return.
UBND
2.20%
0.49%
1.56%
5.91%
N/A
N/A
USIBX
1.70%
0.22%
1.12%
5.34%
0.37%
1.94%
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UBND vs. USIBX - Expense Ratio Comparison
UBND has a 0.40% expense ratio, which is lower than USIBX's 0.63% expense ratio.
Risk-Adjusted Performance
UBND vs. USIBX — Risk-Adjusted Performance Rank
UBND
USIBX
UBND vs. USIBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares Core Plus Intermediate Bond ETF (UBND) and USAA Intermediate Term Bond Fund (USIBX). 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.
Dividends
UBND vs. USIBX - Dividend Comparison
UBND's dividend yield for the trailing twelve months is around 4.59%, more than USIBX's 4.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBND VictoryShares Core Plus Intermediate Bond ETF | 4.59% | 4.64% | 4.37% | 3.28% | 0.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USIBX USAA Intermediate Term Bond Fund | 4.12% | 4.49% | 4.09% | 3.19% | 2.32% | 3.01% | 3.58% | 3.68% | 3.45% | 3.86% | 4.23% | 4.11% |
Drawdowns
UBND vs. USIBX - Drawdown Comparison
The maximum UBND drawdown since its inception was -16.53%, smaller than the maximum USIBX drawdown of -20.24%. Use the drawdown chart below to compare losses from any high point for UBND and USIBX. For additional features, visit the drawdowns tool.
Volatility
UBND vs. USIBX - Volatility Comparison
VictoryShares Core Plus Intermediate Bond ETF (UBND) and USAA Intermediate Term Bond Fund (USIBX) have volatilities of 1.57% and 1.50%, 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.