UCRD vs. IBDS
UCRD (VictoryShares ESG Corporate Bond ETF) and IBDS (iShares iBonds Dec 2027 Term Corporate ETF) are both Corporate Bonds funds. UCRD is actively managed, while IBDS is passively managed. Over the past 3 years, UCRD returned 5.64%/yr vs 5.28%/yr for IBDS. A 0.75 correlation means they provide meaningful diversification when combined. UCRD charges 0.40%/yr vs 0.10%/yr for IBDS.
Performance
UCRD vs. IBDS - Performance Comparison
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Returns By Period
In the year-to-date period, UCRD achieves a 0.51% return, which is significantly lower than IBDS's 1.23% return.
UCRD
- 1D
- -0.21%
- 1M
- 0.46%
- YTD
- 0.51%
- 6M
- 0.37%
- 1Y
- 6.14%
- 3Y*
- 5.64%
- 5Y*
- —
- 10Y*
- —
IBDS
- 1D
- -0.04%
- 1M
- 0.31%
- YTD
- 1.23%
- 6M
- 1.61%
- 1Y
- 4.57%
- 3Y*
- 5.28%
- 5Y*
- 1.45%
- 10Y*
- —
UCRD vs. IBDS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UCRD VictoryShares ESG Corporate Bond ETF | 0.51% | 7.90% | 2.68% | 9.27% | -17.13% | 0.30% |
IBDS iShares iBonds Dec 2027 Term Corporate ETF | 1.23% | 5.86% | 4.61% | 6.44% | -9.52% | -0.86% |
Correlation
The correlation between UCRD and IBDS is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2021 | 0.75 |
The correlation between UCRD and IBDS has been stable across timeframes, ranging from 0.68 to 0.77 - a consistent structural relationship.
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Return for Risk
UCRD vs. IBDS — Risk / Return Rank
UCRD
IBDS
UCRD vs. IBDS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares ESG Corporate Bond ETF (UCRD) and iShares iBonds Dec 2027 Term Corporate ETF (IBDS). 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.
| UCRD | IBDS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.76 | ||
| Sortino ratioReturn per unit of downside risk | -5.94 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 2.09 | -0.84 |
| Calmar ratioReturn relative to maximum drawdown | 2.13 | 10.55 | -8.42 |
| Martin ratioReturn relative to average drawdown | 6.62 | 48.73 | -42.12 |
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
| UCRD | IBDS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 4.19 | -2.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.35 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.57 | -0.54 |
Drawdowns
UCRD vs. IBDS - Drawdown Comparison
The maximum UCRD drawdown since its inception was -22.37%, which is greater than IBDS's maximum drawdown of -16.75%. Use the drawdown chart below to compare losses from any high point for UCRD and IBDS.
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Drawdown Indicators
| UCRD | IBDS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.37% | -16.75% | -5.62% |
Max Drawdown (1Y)Largest decline over 1 year | -2.90% | -0.43% | -2.47% |
Max Drawdown (3Y)Largest decline over 3 years | -6.54% | -2.27% | -4.27% |
Max Drawdown (5Y)Largest decline over 5 years | — | -14.98% | — |
Current DrawdownCurrent decline from peak | -1.13% | -0.06% | -1.07% |
Average DrawdownAverage peak-to-trough decline | -8.41% | -3.36% | -5.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.09% | +0.84% |
Volatility
UCRD vs. IBDS - Volatility Comparison
VictoryShares ESG Corporate Bond ETF (UCRD) has a higher volatility of 1.46% compared to iShares iBonds Dec 2027 Term Corporate ETF (IBDS) at 0.15%. This indicates that UCRD's price experiences larger fluctuations and is considered to be riskier than IBDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UCRD | IBDS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.46% | 0.15% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 3.22% | 0.64% | +2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.32% | 1.10% | +3.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.56% | 4.18% | +3.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.56% | 5.55% | +2.01% |
UCRD vs. IBDS - Expense Ratio Comparison
UCRD has a 0.40% expense ratio, which is higher than IBDS's 0.10% expense ratio.
Dividends
UCRD vs. IBDS - Dividend Comparison
UCRD's dividend yield for the trailing twelve months is around 4.18%, less than IBDS's 4.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
IBDS iShares iBonds Dec 2027 Term Corporate ETF | 4.32% | 4.36% | 4.37% | 3.81% | 2.87% | 2.19% | 2.66% | 3.32% | 3.66% | 0.97% |
UCRD VictoryShares ESG Corporate Bond ETF | 4.18% | 4.05% | 4.00% | 3.56% | 2.72% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UCRD and IBDS have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UCRD has higher volatility (1.46%) compared to IBDS (0.15%). In terms of maximum drawdown, UCRD dropped -22.37% vs IBDS's -16.75%.
On 3-year performance, UCRD leads with 5.64% vs 5.28% for IBDS. On fees, IBDS is cheaper at 0.10% per year. On volatility, IBDS has been the lower-risk option at 0.15%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, UCRD has performed better with a 5.64% return vs 5.28%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBDS is cheaper with a 0.10% expense ratio, compared with 0.40% for UCRD.
IBDS has the higher dividend yield at 4.32%, compared with 4.18% for UCRD.
They also come from different issuers: Victory and iShares. Their fees differ too: 0.40% for UCRD and 0.10% for IBDS.
IBDS currently has the higher Sharpe Ratio (4.19 vs 1.43), 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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