USIBX vs. SHYG
Compare and contrast key facts about USAA Intermediate Term Bond Fund (USIBX) and iShares 0-5 Year High Yield Corporate Bond ETF (SHYG).
USIBX is managed by Victory Capital. It was launched on Aug 2, 1999. SHYG is a passively managed fund by iShares that tracks the performance of the Markit iBoxx USD Liquid High Yield 0-5 Index. It was launched on Oct 15, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USIBX or SHYG.
Correlation
The correlation between USIBX and SHYG is 0.19, 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
USIBX vs. SHYG - Performance Comparison
Key characteristics
USIBX:
0.79
SHYG:
2.61
USIBX:
1.16
SHYG:
3.86
USIBX:
1.14
SHYG:
1.50
USIBX:
0.32
SHYG:
5.18
USIBX:
2.12
SHYG:
21.48
USIBX:
1.99%
SHYG:
0.42%
USIBX:
5.34%
SHYG:
3.45%
USIBX:
-20.24%
SHYG:
-19.26%
USIBX:
-7.85%
SHYG:
-0.12%
Returns By Period
In the year-to-date period, USIBX achieves a 0.33% return, which is significantly lower than SHYG's 1.34% return. Over the past 10 years, USIBX has underperformed SHYG with an annualized return of 1.73%, while SHYG has yielded a comparatively higher 4.52% annualized return.
USIBX
0.33%
0.61%
0.31%
3.76%
-0.37%
1.73%
SHYG
1.34%
1.31%
4.67%
8.93%
4.51%
4.52%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
USIBX vs. SHYG - Expense Ratio Comparison
USIBX has a 0.63% expense ratio, which is higher than SHYG's 0.30% expense ratio.
Risk-Adjusted Performance
USIBX vs. SHYG — Risk-Adjusted Performance Rank
USIBX
SHYG
USIBX vs. SHYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Intermediate Term Bond Fund (USIBX) and iShares 0-5 Year High Yield Corporate Bond ETF (SHYG). 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
USIBX vs. SHYG - Dividend Comparison
USIBX's dividend yield for the trailing twelve months is around 4.47%, less than SHYG's 6.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USIBX USAA Intermediate Term Bond Fund | 4.47% | 4.49% | 4.09% | 3.19% | 2.32% | 3.01% | 3.58% | 3.68% | 3.45% | 3.86% | 4.58% | 4.11% |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | 6.84% | 6.93% | 6.54% | 5.57% | 4.84% | 5.07% | 5.32% | 5.90% | 5.49% | 5.53% | 5.17% | 4.33% |
Drawdowns
USIBX vs. SHYG - Drawdown Comparison
The maximum USIBX drawdown since its inception was -20.24%, which is greater than SHYG's maximum drawdown of -19.26%. Use the drawdown chart below to compare losses from any high point for USIBX and SHYG. For additional features, visit the drawdowns tool.
Volatility
USIBX vs. SHYG - Volatility Comparison
USAA Intermediate Term Bond Fund (USIBX) has a higher volatility of 1.47% compared to iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) at 1.08%. This indicates that USIBX's price experiences larger fluctuations and is considered to be riskier than SHYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.