XFIV vs. XSVN
Compare and contrast key facts about Bondbloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) and Bondbloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN).
XFIV and XSVN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XFIV is a passively managed fund by BondBloxx that tracks the performance of the Bloomberg US Treasury 5 Year Target Duration Index. It was launched on Sep 13, 2022. XSVN is a passively managed fund by BondBloxx that tracks the performance of the Bloomberg US Treasury 7 Year Target Duration Index. It was launched on Sep 13, 2022. Both XFIV and XSVN are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
XFIV vs. XSVN - Performance Comparison
Loading graphics...
XFIV vs. XSVN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XFIV Bondbloxx Bloomberg Five Year Target Duration US Treasury ETF | -0.04% | 7.43% | 1.52% | 4.40% | -0.56% |
XSVN Bondbloxx Bloomberg Seven Year Target Duration US Treasury ETF | -0.05% | 8.18% | -0.35% | 3.91% | -1.71% |
Returns By Period
In the year-to-date period, XFIV achieves a -0.04% return, which is significantly higher than XSVN's -0.05% return.
XFIV
- 1D
- 0.18%
- 1M
- -1.72%
- YTD
- -0.04%
- 6M
- 1.07%
- 1Y
- 4.18%
- 3Y*
- 3.42%
- 5Y*
- —
- 10Y*
- —
XSVN
- 1D
- 0.19%
- 1M
- -2.24%
- YTD
- -0.05%
- 6M
- 0.91%
- 1Y
- 4.07%
- 3Y*
- 2.57%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
XFIV vs. XSVN - Expense Ratio Comparison
Both XFIV and XSVN have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
XFIV vs. XSVN — Risk / Return Rank
XFIV
XSVN
XFIV vs. XSVN - 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 Bloomberg Seven Year Target Duration US Treasury ETF (XSVN). 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 | XSVN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.79 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.16 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.14 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.76 | 1.40 | +0.36 |
Martin ratioReturn relative to average drawdown | 5.42 | 3.51 | +1.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| XFIV | XSVN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.79 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.38 | +0.27 |
Correlation
The correlation between XFIV and XSVN is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
XFIV vs. XSVN - Dividend Comparison
XFIV's dividend yield for the trailing twelve months is around 3.95%, less than XSVN's 4.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
XFIV Bondbloxx Bloomberg Five Year Target Duration US Treasury ETF | 3.95% | 4.05% | 3.92% | 3.63% | 1.06% |
XSVN Bondbloxx Bloomberg Seven Year Target Duration US Treasury ETF | 4.07% | 4.06% | 4.17% | 3.49% | 1.04% |
Drawdowns
XFIV vs. XSVN - Drawdown Comparison
The maximum XFIV drawdown since its inception was -6.38%, smaller than the maximum XSVN drawdown of -9.45%. Use the drawdown chart below to compare losses from any high point for XFIV and XSVN.
Loading graphics...
Drawdown Indicators
| XFIV | XSVN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.38% | -9.45% | +3.07% |
Max Drawdown (1Y)Largest decline over 1 year | -2.48% | -3.18% | +0.70% |
Current DrawdownCurrent decline from peak | -1.72% | -2.24% | +0.52% |
Average DrawdownAverage peak-to-trough decline | -1.65% | -2.56% | +0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.81% | 1.27% | -0.46% |
Volatility
XFIV vs. XSVN - Volatility Comparison
The current volatility for Bondbloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) is 1.36%, while Bondbloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) has a volatility of 1.83%. This indicates that XFIV experiences smaller price fluctuations and is considered to be less risky than XSVN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| XFIV | XSVN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.36% | 1.83% | -0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 2.36% | 3.14% | -0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.93% | 5.21% | -1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.51% | 7.30% | -1.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.51% | 7.30% | -1.79% |