XFIV vs. BBBS
XFIV (BondBloxx Bloomberg Five Year Target Duration US Treasury ETF) and BBBS (Bondbloxx BBB Rated 1-5 Year Corporate Bond ETF) are both exchange-traded funds - XFIV is a Government Bonds fund tracking the Bloomberg US Treasury 5 Year Target Duration Index, while BBBS is a Short-Term Bond fund tracking the Bloomberg U.S. Corporate BBB 1-5 Year Index. Both are passively managed. Over the past year, XFIV returned 3.51% vs 4.65% for BBBS. Their correlation of 0.87 suggests significant overlap in exposure. XFIV charges 0.05%/yr vs 0.19%/yr for BBBS.
Performance
XFIV vs. BBBS - Performance Comparison
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Returns By Period
In the year-to-date period, XFIV achieves a -0.47% return, which is significantly lower than BBBS's 0.75% return.
XFIV
- 1D
- -0.18%
- 1M
- -0.16%
- YTD
- -0.47%
- 6M
- -0.68%
- 1Y
- 3.51%
- 3Y*
- 3.51%
- 5Y*
- —
- 10Y*
- —
BBBS
- 1D
- 0.00%
- 1M
- 0.26%
- YTD
- 0.75%
- 6M
- 1.13%
- 1Y
- 4.65%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XFIV vs. BBBS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF | -0.47% | 7.43% | 2.09% |
BBBS Bondbloxx BBB Rated 1-5 Year Corporate Bond ETF | 0.75% | 6.67% | 4.96% |
Correlation
The correlation between XFIV and BBBS is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jan 26, 2024 | 0.87 |
The correlation between XFIV and BBBS has been stable across timeframes, ranging from 0.87 to 0.88 - a consistent structural relationship.
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Return for Risk
XFIV vs. BBBS — Risk / Return Rank
XFIV
BBBS
XFIV vs. BBBS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) and Bondbloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS). 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.
| XFIV | BBBS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.49 | ||
| Sortino ratioReturn per unit of downside risk | -2.38 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.50 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | 3.23 | -2.01 |
| Martin ratioReturn relative to average drawdown | 3.61 | 13.15 | -9.54 |
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
| XFIV | BBBS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 2.50 | -1.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 2.36 | -1.76 |
Drawdowns
XFIV vs. BBBS - Drawdown Comparison
The maximum XFIV drawdown since its inception was -6.38%, which is greater than BBBS's maximum drawdown of -1.45%. Use the drawdown chart below to compare losses from any high point for XFIV and BBBS.
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Drawdown Indicators
| XFIV | BBBS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.38% | -1.45% | -4.93% |
Max Drawdown (1Y)Largest decline over 1 year | -2.91% | -1.45% | -1.46% |
Max Drawdown (3Y)Largest decline over 3 years | -4.47% | — | — |
Current DrawdownCurrent decline from peak | -2.15% | -0.22% | -1.93% |
Average DrawdownAverage peak-to-trough decline | -1.66% | -0.28% | -1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 0.35% | +0.62% |
Volatility
XFIV vs. BBBS - Volatility Comparison
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) has a higher volatility of 1.09% compared to Bondbloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) at 0.49%. This indicates that XFIV's price experiences larger fluctuations and is considered to be riskier than BBBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XFIV | BBBS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.09% | 0.49% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 2.41% | 1.36% | +1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.48% | 1.87% | +1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.42% | 2.24% | +3.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.42% | 2.24% | +3.18% |
XFIV vs. BBBS - Expense Ratio Comparison
XFIV has a 0.05% expense ratio, which is lower than BBBS's 0.19% 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
XFIV vs. BBBS - Dividend Comparison
XFIV's dividend yield for the trailing twelve months is around 3.82%, less than BBBS's 4.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BBBS Bondbloxx BBB Rated 1-5 Year Corporate Bond ETF | 4.58% | 4.55% | 4.31% | 0.00% | 0.00% |
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF | 3.82% | 4.05% | 3.92% | 3.63% | 1.06% |
Frequently Asked Questions
XFIV and BBBS have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XFIV has higher volatility (1.09%) compared to BBBS (0.49%). In terms of maximum drawdown, XFIV dropped -6.38% vs BBBS's -1.45%.
On 1-year performance, BBBS leads with 4.65% vs 3.51% for XFIV. On fees, XFIV is cheaper at 0.05% per year. On volatility, BBBS has been the lower-risk option at 0.49%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, BBBS has performed better with a 4.65% return vs 3.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
XFIV is cheaper with a 0.05% expense ratio, compared with 0.19% for BBBS.
BBBS has the higher dividend yield at 4.58%, compared with 3.82% for XFIV.
XFIV is categorized as Government Bonds, while BBBS is Short-Term Bond. XFIV tracks Bloomberg US Treasury 5 Year Target Duration Index, while BBBS tracks Bloomberg U.S. Corporate BBB 1-5 Year Index. Their fees differ too: 0.05% for XFIV and 0.19% for BBBS.
BBBS currently has the higher Sharpe Ratio (2.50 vs 1.01), 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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