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USTB vs. UBND
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

USTB vs. UBND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VictoryShares Short-Term Bond ETF (USTB) and VictoryShares Core Plus Intermediate Bond ETF (UBND). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, USTB achieves a 1.60% return, which is significantly higher than UBND's -0.40% return.


USTB

1D
-0.02%
1M
0.11%
6M
1.22%
YTD
1.60%
1Y
3.80%
3Y*
5.93%
5Y*
3.51%
10Y*
ALL TIME*
3.45%

UBND

1D
-0.30%
1M
-1.27%
6M
-0.51%
YTD
-0.40%
1Y
2.42%
3Y*
4.78%
5Y*
10Y*
ALL TIME*
0.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$5.01M$8.32M$6.37M
$21.34M$16.27M$13.32M

USTB vs. UBND - Yearly Performance Comparison


2026 (YTD)20252024202320222021
USTB
VictoryShares Short-Term Bond ETF
1.60%6.08%6.49%6.69%-2.82%0.03%
UBND
VictoryShares Core Plus Intermediate Bond ETF
-0.40%7.79%3.04%7.37%-12.72%0.14%

Correlation

The correlation between USTB and UBND is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.77

Correlation (3Y)
Balances recent behavior with more history.

0.73

Correlation (All Time)
Calculated using the full available price history since Oct 5, 2021

0.70

The correlation between USTB and UBND has been stable across timeframes, ranging from 0.70 to 0.77 - a consistent structural relationship.

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Return for Risk

USTB vs. UBND — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

USTB
USTB Risk / Return Rank: 9696
Overall Rank
USTB Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
USTB Sortino Ratio Rank: 9898
Sortino Ratio Rank
USTB Omega Ratio Rank: 9797
Omega Ratio Rank
USTB Calmar Ratio Rank: 9494
Calmar Ratio Rank
USTB Martin Ratio Rank: 9696
Martin Ratio Rank

UBND
UBND Risk / Return Rank: 3535
Overall Rank
UBND Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
UBND Sortino Ratio Rank: 3535
Sortino Ratio Rank
UBND Omega Ratio Rank: 3333
Omega Ratio Rank
UBND Calmar Ratio Rank: 3535
Calmar Ratio Rank
UBND Martin Ratio Rank: 3434
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

USTB vs. UBND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VictoryShares Short-Term Bond ETF (USTB) and VictoryShares Core Plus Intermediate Bond ETF (UBND). 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.


USTBUBNDDifference
Sharpe ratioReturn per unit of total volatility

+2.54

Sortino ratioReturn per unit of downside risk

+4.32

Omega ratioGain probability vs. loss probability

1.75

1.16

+0.59

Calmar ratioReturn relative to maximum drawdown

4.98

1.22

+3.76

Martin ratioReturn relative to average drawdown

22.48

3.36

+19.12

USTB vs. UBND - Sharpe Ratio Comparison

The current USTB Sharpe Ratio is 3.46, which is higher than the UBND Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of USTB and UBND, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

USTB vs. UBND - Drawdown Comparison

The maximum USTB drawdown since its inception was -5.32%, smaller than the maximum UBND drawdown of -16.53%. Use the drawdown chart below to compare losses from any high point for USTB and UBND.


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Drawdown Indicators


USTBUBNDDifference

Max Drawdown

Largest peak-to-trough decline

-5.32%

-16.53%

+11.21%

Max Drawdown (1Y)

Largest decline over 1 year

-0.84%

-2.62%

+1.78%

Max Drawdown (3Y)

Largest decline over 3 years

-1.02%

-4.29%

+3.27%

Max Drawdown (5Y)

Largest decline over 5 years

-4.96%

Current Drawdown

Current decline from peak

-0.02%

-1.96%

+1.94%

Average Drawdown

Average peak-to-trough decline

-0.64%

-5.30%

+4.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.19%

0.95%

-0.76%

Volatility

USTB vs. UBND - Volatility Comparison

The current volatility for VictoryShares Short-Term Bond ETF (USTB) is 0.26%, while VictoryShares Core Plus Intermediate Bond ETF (UBND) has a volatility of 0.98%. This indicates that USTB experiences smaller price fluctuations and is considered to be less risky than UBND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USTBUBNDDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.26%

0.98%

-0.72%

Volatility (6M)

Calculated over the trailing 6-month period

0.91%

2.72%

-1.81%

Volatility (1Y)

Calculated over the trailing 1-year period

1.22%

3.48%

-2.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.02%

5.75%

-3.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.99%

5.75%

-3.76%

USTB vs. UBND - Expense Ratio Comparison

USTB has a 0.34% expense ratio, which is lower than UBND's 0.40% expense ratio.


Dividends

USTB vs. UBND - Dividend Comparison

USTB's dividend yield for the trailing twelve months is around 4.55%, less than UBND's 4.90% yield.


PositionTTM202520242023202220212020201920182017
UBND
VictoryShares Core Plus Intermediate Bond ETF
4.90%4.56%4.63%4.37%3.28%0.28%0.00%0.00%0.00%0.00%
USTB
VictoryShares Short-Term Bond ETF
4.55%4.62%5.05%4.49%2.54%1.84%2.59%2.69%2.32%0.43%

Frequently Asked Questions


USTB and UBND have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UBND has higher volatility (0.98%) compared to USTB (0.26%). In terms of maximum drawdown, USTB dropped -5.32% vs UBND's -16.53%.

On 3-year performance, USTB leads with 5.93% vs 4.78% for UBND. On fees, USTB is cheaper at 0.34% per year. On volatility, USTB has been the lower-risk option at 0.26%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, USTB has performed better with a 5.93% return vs 4.78%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

USTB is cheaper with a 0.34% expense ratio, compared with 0.40% for UBND.

UBND has the higher dividend yield at 4.90%, compared with 4.55% for USTB.

USTB is categorized as Short-Term Bond, while UBND is Intermediate Core-Plus Bond. Their fees differ too: 0.34% for USTB and 0.40% for UBND.

USTB currently has the higher Sharpe Ratio (3.46 vs 0.92), 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.

Portfolio Optimizer

Find the right allocation for USTB and UBND

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

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