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:
0.47
SHYG:
2.21
USIBX:
0.69
SHYG:
3.24
USIBX:
1.08
SHYG:
1.41
USIBX:
0.19
SHYG:
4.42
USIBX:
1.43
SHYG:
17.44
USIBX:
1.72%
SHYG:
0.44%
USIBX:
5.27%
SHYG:
3.47%
USIBX:
-20.24%
SHYG:
-19.26%
USIBX:
-9.04%
SHYG:
-0.89%
Returns By Period
In the year-to-date period, USIBX achieves a 1.86% return, which is significantly lower than SHYG's 7.90% return. Over the past 10 years, USIBX has underperformed SHYG with an annualized return of 1.76%, while SHYG has yielded a comparatively higher 4.39% annualized return.
USIBX
1.86%
-0.88%
0.85%
2.47%
-0.13%
1.76%
SHYG
7.90%
-0.15%
4.81%
7.80%
4.19%
4.39%
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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 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 4.13%, less than SHYG's 6.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USIBX USAA Intermediate Term Bond Fund | 4.13% | 4.09% | 3.19% | 2.32% | 3.01% | 3.58% | 3.68% | 3.45% | 3.86% | 4.23% | 4.11% | 4.38% |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | 6.95% | 6.54% | 5.57% | 4.84% | 5.07% | 5.32% | 5.90% | 5.49% | 5.53% | 5.17% | 4.33% | 0.85% |
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 1.53% compared to iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) at 1.29%. 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.