UITB vs. BBAG
UITB (VictoryShares Core Intermediate Bond ETF) and BBAG (JPMorgan BetaBuilders U.S. Aggregate Bond ETF) are both Intermediate Core Bond funds. UITB is actively managed, while BBAG is passively managed. Over the past 5 years, UITB returned 0.56%/yr vs -0.01%/yr for BBAG. Their correlation of 0.90 suggests significant overlap in exposure. UITB charges 0.38%/yr vs 0.03%/yr for BBAG.
Performance
UITB vs. BBAG - Performance Comparison
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Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with UITB at 0.17% and BBAG at 0.17%.
UITB
- 1D
- -0.19%
- 1M
- 0.24%
- YTD
- 0.17%
- 6M
- 0.03%
- 1Y
- 5.06%
- 3Y*
- 4.33%
- 5Y*
- 0.56%
- 10Y*
- —
BBAG
- 1D
- -0.23%
- 1M
- 0.21%
- YTD
- 0.17%
- 6M
- 0.02%
- 1Y
- 5.12%
- 3Y*
- 3.86%
- 5Y*
- -0.01%
- 10Y*
- —
UITB vs. BBAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
UITB VictoryShares Core Intermediate Bond ETF | 0.17% | 7.32% | 1.81% | 6.49% | -12.23% | -0.88% | 7.99% | 11.40% | 0.75% |
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 0.17% | 7.27% | 1.26% | 5.41% | -13.26% | -1.79% | 7.31% | 8.31% | 1.00% |
Correlation
The correlation between UITB and BBAG is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.96 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Dec 17, 2018 | 0.90 |
The correlation between UITB and BBAG has been stable across timeframes, ranging from 0.90 to 0.96 - a consistent structural relationship.
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Return for Risk
UITB vs. BBAG — Risk / Return Rank
UITB
BBAG
UITB vs. BBAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares Core Intermediate Bond ETF (UITB) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG). 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.
| UITB | BBAG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.85 | -0.04 |
| Martin ratioReturn relative to average drawdown | 5.57 | 5.54 | +0.03 |
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
| UITB | BBAG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 1.31 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | -0.00 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.32 | +0.14 |
Drawdowns
UITB vs. BBAG - Drawdown Comparison
The maximum UITB drawdown since its inception was -17.02%, smaller than the maximum BBAG drawdown of -18.73%. Use the drawdown chart below to compare losses from any high point for UITB and BBAG.
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Drawdown Indicators
| UITB | BBAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.02% | -18.73% | +1.71% |
Max Drawdown (1Y)Largest decline over 1 year | -2.80% | -2.78% | -0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -5.44% | -6.18% | +0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -17.02% | -18.06% | +1.04% |
Current DrawdownCurrent decline from peak | -1.61% | -2.84% | +1.23% |
Average DrawdownAverage peak-to-trough decline | -4.35% | -6.22% | +1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.93% | -0.02% |
Volatility
UITB vs. BBAG - Volatility Comparison
VictoryShares Core Intermediate Bond ETF (UITB) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG) have volatilities of 1.24% and 1.24%, 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
| UITB | BBAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 1.24% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 2.58% | 2.82% | -0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.66% | 3.92% | -0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.64% | 5.93% | -0.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.98% | 5.80% | -0.82% |
UITB vs. BBAG - Expense Ratio Comparison
UITB has a 0.38% expense ratio, which is higher than BBAG's 0.03% expense ratio.
Dividends
UITB vs. BBAG - Dividend Comparison
UITB's dividend yield for the trailing twelve months is around 4.17%, less than BBAG's 4.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 4.37% | 4.29% | 4.25% | 3.60% | 2.23% | 1.44% | 2.26% | 2.92% | 0.16% | 0.00% |
UITB VictoryShares Core Intermediate Bond ETF | 4.17% | 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 0.96, UITB and BBAG 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.
BBAG has higher volatility (1.24%) compared to UITB (1.24%). In terms of maximum drawdown, UITB dropped -17.02% vs BBAG's -18.73%.
On 5-year performance, UITB leads with 0.56% vs -0.01% for BBAG. On fees, BBAG is cheaper at 0.03% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, UITB has performed better with a 0.56% return vs -0.01%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BBAG is cheaper with a 0.03% expense ratio, compared with 0.38% for UITB.
BBAG has the higher dividend yield at 4.37%, compared with 4.17% for UITB.
They also come from different issuers: Victory Capital and JPMorgan. Their fees differ too: 0.38% for UITB and 0.03% for BBAG.
UITB currently has the higher Sharpe Ratio (1.39 vs 1.31), 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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