UCRD vs. USIG
Compare and contrast key facts about VictoryShares ESG Corporate Bond ETF (UCRD) and iShares Broad USD Investment Grade Corporate Bond ETF (USIG).
UCRD and USIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UCRD is an actively managed fund by Victory. It was launched on Oct 4, 2021. USIG is a passively managed fund by iShares that tracks the performance of the ICE BofA US Corporate. It was launched on Jan 5, 2007.
Performance
UCRD vs. USIG - Performance Comparison
Loading graphics...
UCRD vs. USIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UCRD VictoryShares ESG Corporate Bond ETF | -0.35% | 7.90% | 2.68% | 9.27% | -17.13% | 0.30% |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | -0.23% | 7.86% | 2.56% | 8.71% | -15.30% | -0.03% |
Returns By Period
In the year-to-date period, UCRD achieves a -0.35% return, which is significantly lower than USIG's -0.23% return.
UCRD
- 1D
- -0.10%
- 1M
- -1.58%
- YTD
- -0.35%
- 6M
- 0.18%
- 1Y
- 4.80%
- 3Y*
- 5.06%
- 5Y*
- —
- 10Y*
- —
USIG
- 1D
- 0.06%
- 1M
- -1.45%
- YTD
- -0.23%
- 6M
- 0.19%
- 1Y
- 4.85%
- 3Y*
- 4.95%
- 5Y*
- 0.84%
- 10Y*
- 2.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
UCRD vs. USIG - Expense Ratio Comparison
UCRD has a 0.40% expense ratio, which is higher than USIG's 0.04% expense ratio.
Return for Risk
UCRD vs. USIG — Risk / Return Rank
UCRD
USIG
UCRD vs. USIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares ESG Corporate Bond ETF (UCRD) and iShares Broad USD Investment Grade Corporate Bond ETF (USIG). 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 | USIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.96 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.33 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 1.83 | -0.24 |
Martin ratioReturn relative to average drawdown | 5.02 | 5.66 | -0.64 |
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 graphics...
Sharpe Ratios by Period
| UCRD | USIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.96 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.12 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.40 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.53 | -0.53 |
Correlation
The correlation between UCRD and USIG is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
UCRD vs. USIG - Dividend Comparison
UCRD's dividend yield for the trailing twelve months is around 4.16%, less than USIG's 4.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UCRD VictoryShares ESG Corporate Bond ETF | 4.16% | 4.05% | 4.00% | 3.56% | 2.72% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | 4.70% | 4.62% | 4.51% | 3.94% | 3.14% | 2.33% | 2.82% | 3.37% | 3.44% | 3.03% | 2.87% | 3.24% |
Drawdowns
UCRD vs. USIG - Drawdown Comparison
The maximum UCRD drawdown since its inception was -22.37%, roughly equal to the maximum USIG drawdown of -22.21%. Use the drawdown chart below to compare losses from any high point for UCRD and USIG.
Loading graphics...
Drawdown Indicators
| UCRD | USIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.37% | -22.21% | -0.16% |
Max Drawdown (1Y)Largest decline over 1 year | -3.17% | -2.79% | -0.38% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.45% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.45% | — |
Current DrawdownCurrent decline from peak | -1.98% | -1.74% | -0.24% |
Average DrawdownAverage peak-to-trough decline | -8.68% | -3.44% | -5.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 0.90% | +0.11% |
Volatility
UCRD vs. USIG - Volatility Comparison
VictoryShares ESG Corporate Bond ETF (UCRD) and iShares Broad USD Investment Grade Corporate Bond ETF (USIG) have volatilities of 2.13% and 2.10%, 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.
Loading graphics...
Volatility by Period
| UCRD | USIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.13% | 2.10% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.98% | 2.89% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.16% | 5.05% | +0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.65% | 6.83% | +0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.65% | 6.82% | +0.83% |