USIG vs. FLTR
USIG (iShares Broad USD Investment Grade Corporate Bond ETF) and FLTR (VanEck Vectors Investment Grade Floating Rate ETF) are both Corporate Bonds funds - USIG tracks the ICE BofA US Corporate while FLTR tracks the MVIS US Investment Grade Floating Rate Index. Both are passively managed. Over the past 10 years, USIG returned 2.63%/yr vs 3.51%/yr for FLTR. At a 0.05 correlation, their price movements are largely independent. USIG charges 0.04%/yr vs 0.14%/yr for FLTR.
Performance
USIG vs. FLTR - Performance Comparison
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Returns By Period
In the year-to-date period, USIG achieves a 0.56% return, which is significantly lower than FLTR's 1.91% return. Over the past 10 years, USIG has underperformed FLTR with an annualized return of 2.63%, while FLTR has yielded a comparatively higher 3.51% annualized return.
USIG
- 1D
- -0.23%
- 1M
- 0.56%
- YTD
- 0.56%
- 6M
- 0.37%
- 1Y
- 6.04%
- 3Y*
- 5.46%
- 5Y*
- 0.72%
- 10Y*
- 2.63%
FLTR
- 1D
- -0.04%
- 1M
- 0.46%
- YTD
- 1.91%
- 6M
- 2.40%
- 1Y
- 5.30%
- 3Y*
- 6.10%
- 5Y*
- 4.49%
- 10Y*
- 3.51%
USIG vs. FLTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USIG iShares Broad USD Investment Grade Corporate Bond ETF | 0.56% | 7.86% | 2.56% | 8.71% | -15.30% | -1.34% | 9.44% | 13.99% | -2.21% | 5.75% |
FLTR VanEck Vectors Investment Grade Floating Rate ETF | 1.91% | 5.22% | 7.38% | 7.41% | 0.74% | 0.55% | 1.44% | 5.70% | 0.30% | 2.80% |
Correlation
The correlation between USIG and FLTR is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Apr 27, 2011 | 0.05 |
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Return for Risk
USIG vs. FLTR — Risk / Return Rank
USIG
FLTR
USIG vs. FLTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Broad USD Investment Grade Corporate Bond ETF (USIG) and VanEck Vectors Investment Grade Floating Rate ETF (FLTR). 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.
| USIG | FLTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.30 | ||
| Sortino ratioReturn per unit of downside risk | -10.62 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 3.15 | -1.89 |
| Calmar ratioReturn relative to maximum drawdown | 2.17 | 16.96 | -14.79 |
| Martin ratioReturn relative to average drawdown | 7.07 | 101.23 | -94.16 |
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
| USIG | FLTR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 6.77 | -5.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 2.11 | -2.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.70 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.53 | +0.01 |
Drawdowns
USIG vs. FLTR - Drawdown Comparison
The maximum USIG drawdown since its inception was -22.21%, which is greater than FLTR's maximum drawdown of -17.84%. Use the drawdown chart below to compare losses from any high point for USIG and FLTR.
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Drawdown Indicators
| USIG | FLTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.21% | -17.84% | -4.37% |
Max Drawdown (1Y)Largest decline over 1 year | -2.79% | -0.31% | -2.48% |
Max Drawdown (3Y)Largest decline over 3 years | -6.10% | -1.93% | -4.17% |
Max Drawdown (5Y)Largest decline over 5 years | -21.45% | -3.06% | -18.39% |
Max Drawdown (10Y)Largest decline over 10 years | -21.45% | -17.84% | -3.61% |
Current DrawdownCurrent decline from peak | -0.97% | -0.04% | -0.93% |
Average DrawdownAverage peak-to-trough decline | -3.42% | -0.67% | -2.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 0.05% | +0.81% |
Volatility
USIG vs. FLTR - Volatility Comparison
iShares Broad USD Investment Grade Corporate Bond ETF (USIG) has a higher volatility of 1.27% compared to VanEck Vectors Investment Grade Floating Rate ETF (FLTR) at 0.25%. This indicates that USIG's price experiences larger fluctuations and is considered to be riskier than FLTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USIG | FLTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.27% | 0.25% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 3.04% | 0.62% | +2.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.13% | 0.79% | +3.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.82% | 2.13% | +4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.82% | 5.00% | +1.82% |
USIG vs. FLTR - Expense Ratio Comparison
USIG has a 0.04% expense ratio, which is lower than FLTR's 0.14% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
USIG vs. FLTR - Dividend Comparison
USIG's dividend yield for the trailing twelve months is around 4.74%, which matches FLTR's 4.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLTR VanEck Vectors Investment Grade Floating Rate ETF | 4.73% | 4.97% | 5.93% | 6.07% | 2.29% | 0.63% | 1.49% | 3.05% | 2.67% | 1.69% | 1.16% | 0.71% |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | 4.74% | 4.62% | 4.51% | 3.94% | 3.14% | 2.33% | 2.82% | 3.37% | 3.44% | 3.03% | 2.87% | 3.24% |
Frequently Asked Questions
USIG and FLTR have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USIG has higher volatility (1.27%) compared to FLTR (0.25%). In terms of maximum drawdown, USIG dropped -22.21% vs FLTR's -17.84%.
On 10-year performance, FLTR leads with 3.51% vs 2.63% for USIG. On fees, USIG is cheaper at 0.04% per year. On volatility, FLTR has been the lower-risk option at 0.25%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, FLTR has performed better with a 3.51% return vs 2.63%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USIG is cheaper with a 0.04% expense ratio, compared with 0.14% for FLTR.
USIG and FLTR have nearly identical dividend yields, around 4.74%.
USIG tracks ICE BofA US Corporate, while FLTR tracks MVIS US Investment Grade Floating Rate Index. They also come from different issuers: iShares and VanEck. Their fees differ too: 0.04% for USIG and 0.14% for FLTR.
FLTR currently has the higher Sharpe Ratio (6.77 vs 1.47), 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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