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 -0.04. 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
USIBX vs. SHYG - Performance Comparison
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Key characteristics
USIBX:
0.94
SHYG:
1.41
USIBX:
1.44
SHYG:
2.09
USIBX:
1.17
SHYG:
1.33
USIBX:
0.42
SHYG:
1.66
USIBX:
2.65
SHYG:
9.14
USIBX:
1.91%
SHYG:
0.83%
USIBX:
5.27%
SHYG:
5.35%
USIBX:
-20.24%
SHYG:
-19.26%
USIBX:
-6.54%
SHYG:
-0.77%
Returns By Period
The year-to-date returns for both stocks are quite close, with USIBX having a 1.76% return and SHYG slightly lower at 1.70%. Over the past 10 years, USIBX has underperformed SHYG with an annualized return of 1.94%, while SHYG has yielded a comparatively higher 4.29% annualized return.
USIBX
1.76%
0.72%
1.85%
4.94%
2.64%
0.17%
1.94%
SHYG
1.70%
2.24%
1.81%
7.51%
7.25%
6.15%
4.29%
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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.
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Dividends
USIBX vs. SHYG - Dividend Comparison
USIBX's dividend yield for the trailing twelve months is around 4.53%, less than SHYG's 7.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USIBX USAA Intermediate Term Bond Fund | 4.53% | 4.49% | 4.09% | 3.19% | 2.32% | 3.01% | 3.58% | 3.68% | 3.45% | 3.86% | 4.23% | 4.11% |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | 7.17% | 6.93% | 6.54% | 5.57% | 4.83% | 5.07% | 5.33% | 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.
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Volatility
USIBX vs. SHYG - Volatility Comparison
The current volatility for USAA Intermediate Term Bond Fund (USIBX) is 1.30%, while iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) has a volatility of 1.67%. This indicates that USIBX experiences smaller price fluctuations and is considered to be less risky than SHYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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