PortfoliosLab logoPortfoliosLab logo
USIG vs. PCL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

USIG vs. PCL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) and PGIM Corporate Bond 10+ Year ETF (PCL). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, USIG achieves a 0.91% return, which is significantly lower than PCL's 2.29% return.


USIG

1D
0.25%
1M
0.98%
YTD
0.91%
6M
1.01%
1Y
5.50%
3Y*
5.52%
5Y*
0.53%
10Y*
2.63%

PCL

1D
0.25%
1M
2.27%
YTD
2.29%
6M
2.37%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

USIG vs. PCL - Yearly Performance Comparison


Correlation

The correlation between USIG and PCL is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 1, 2025

0.96

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

USIG vs. PCL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USIG
USIG Risk / Return Rank: 4141
Overall Rank
USIG Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
USIG Sortino Ratio Rank: 4141
Sortino Ratio Rank
USIG Omega Ratio Rank: 3838
Omega Ratio Rank
USIG Calmar Ratio Rank: 4242
Calmar Ratio Rank
USIG Martin Ratio Rank: 4141
Martin Ratio Rank

PCL

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

USIG vs. PCL - 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 PGIM Corporate Bond 10+ Year ETF (PCL). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


USIGPCLDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.24

Calmar ratioReturn relative to maximum drawdown

2.02

Martin ratioReturn relative to average drawdown

6.44

USIG vs. PCL - Sharpe Ratio Comparison


Loading charts...

Drawdowns

USIG vs. PCL - Drawdown Comparison

The maximum USIG drawdown since its inception was -22.21%, which is greater than PCL's maximum drawdown of -5.14%. Use the drawdown chart below to compare losses from any high point for USIG and PCL.


Loading charts...

Drawdown Indicators


USIGPCLDifference

Max Drawdown

Largest peak-to-trough decline

-22.21%

-5.14%

-17.07%

Max Drawdown (1Y)

Largest decline over 1 year

-2.79%

Max Drawdown (3Y)

Largest decline over 3 years

-6.10%

Max Drawdown (5Y)

Largest decline over 5 years

-21.45%

Max Drawdown (10Y)

Largest decline over 10 years

-21.45%

Current Drawdown

Current decline from peak

-0.62%

-0.68%

+0.06%

Average Drawdown

Average peak-to-trough decline

-3.41%

-1.73%

-1.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.88%

Volatility

USIG vs. PCL - Volatility Comparison


Loading charts...

Volatility by Period


USIGPCLDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.24%

Volatility (6M)

Calculated over the trailing 6-month period

3.13%

Volatility (1Y)

Calculated over the trailing 1-year period

4.09%

7.85%

-3.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.82%

7.85%

-1.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.83%

7.85%

-1.02%

USIG vs. PCL - Expense Ratio Comparison

USIG has a 0.04% expense ratio, which is lower than PCL's 0.25% 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. PCL - Dividend Comparison

USIG's dividend yield for the trailing twelve months is around 4.73%, less than PCL's 5.26% yield.


PositionTTM20252024202320222021202020192018201720162015
PCL
PGIM Corporate Bond 10+ Year ETF
5.26%2.52%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
4.73%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


With a correlation of 0.96, USIG and PCL move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, USIG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

USIG is cheaper with a 0.04% expense ratio, compared with 0.25% for PCL.

PCL has the higher dividend yield at 5.26%, compared with 4.73% for USIG.

They also come from different issuers: iShares and PGIM. Their fees differ too: 0.04% for USIG and 0.25% for PCL.

Portfolio Optimizer

Find the right allocation for USIG and PCL

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer