UITB vs. SPLG
Compare and contrast key facts about VictoryShares USAA Core Intermediate-Term Bond ETF (UITB) and SPDR Portfolio S&P 500 ETF (SPLG).
UITB and SPLG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UITB is an actively managed fund by Crestview. It was launched on Oct 24, 2017. SPLG is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Nov 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UITB or SPLG.
Correlation
The correlation between UITB and SPLG is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
UITB vs. SPLG - Performance Comparison
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Key characteristics
UITB:
5.19%
SPLG:
10.45%
UITB:
-17.21%
SPLG:
-0.83%
UITB:
-4.42%
SPLG:
-0.11%
Returns By Period
UITB
2.24%
1.14%
1.34%
5.56%
0.51%
N/A
SPLG
N/A
N/A
N/A
N/A
N/A
N/A
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UITB vs. SPLG - Expense Ratio Comparison
UITB has a 0.38% expense ratio, which is higher than SPLG's 0.03% expense ratio.
Risk-Adjusted Performance
UITB vs. SPLG — Risk-Adjusted Performance Rank
UITB
SPLG
UITB vs. SPLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares USAA Core Intermediate-Term Bond ETF (UITB) and SPDR Portfolio S&P 500 ETF (SPLG). 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.
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Dividends
UITB vs. SPLG - Dividend Comparison
UITB's dividend yield for the trailing twelve months is around 3.95%, more than SPLG's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UITB VictoryShares USAA Core Intermediate-Term Bond ETF | 3.95% | 3.89% | 3.14% | 2.32% | 1.72% | 2.60% | 3.02% | 2.99% | 0.51% | 0.00% | 0.00% | 0.00% |
SPLG SPDR Portfolio S&P 500 ETF | 1.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UITB vs. SPLG - Drawdown Comparison
The maximum UITB drawdown since its inception was -17.21%, which is greater than SPLG's maximum drawdown of -0.83%. Use the drawdown chart below to compare losses from any high point for UITB and SPLG. For additional features, visit the drawdowns tool.
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Volatility
UITB vs. SPLG - Volatility Comparison
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