ZHOG vs. IMTB
Compare and contrast key facts about F/m Opportunistic Income ETF (ZHOG) and iShares Core 5-10 Year USD Bond ETF (IMTB).
ZHOG and IMTB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ZHOG is an actively managed fund by F/m Investments. It was launched on Sep 5, 2023. IMTB is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Universal 5-10 Years Index. It was launched on Nov 1, 2016.
Performance
ZHOG vs. IMTB - Performance Comparison
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ZHOG vs. IMTB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ZHOG F/m Opportunistic Income ETF | 0.02% | 5.98% | 4.94% | 5.92% |
IMTB iShares Core 5-10 Year USD Bond ETF | -0.09% | 8.88% | 1.94% | 5.62% |
Returns By Period
In the year-to-date period, ZHOG achieves a 0.02% return, which is significantly higher than IMTB's -0.09% return.
ZHOG
- 1D
- 0.10%
- 1M
- -0.59%
- YTD
- 0.02%
- 6M
- 1.10%
- 1Y
- 4.60%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IMTB
- 1D
- 0.05%
- 1M
- -1.37%
- YTD
- -0.09%
- 6M
- 1.16%
- 1Y
- 5.25%
- 3Y*
- 4.51%
- 5Y*
- 0.69%
- 10Y*
- —
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ZHOG vs. IMTB - Expense Ratio Comparison
ZHOG has a 0.43% expense ratio, which is higher than IMTB's 0.06% expense ratio.
Return for Risk
ZHOG vs. IMTB — Risk / Return Rank
ZHOG
IMTB
ZHOG vs. IMTB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for F/m Opportunistic Income ETF (ZHOG) and iShares Core 5-10 Year USD Bond ETF (IMTB). 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.
| ZHOG | IMTB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.00 | 1.20 | +0.80 |
Sortino ratioReturn per unit of downside risk | 2.67 | 1.73 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.21 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 2.02 | +0.09 |
Martin ratioReturn relative to average drawdown | 8.53 | 6.33 | +2.20 |
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
| ZHOG | IMTB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 1.20 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.11 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.61 | 0.37 | +1.24 |
Correlation
The correlation between ZHOG and IMTB is 0.83, 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
ZHOG vs. IMTB - Dividend Comparison
ZHOG's dividend yield for the trailing twelve months is around 5.22%, more than IMTB's 4.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
ZHOG F/m Opportunistic Income ETF | 5.22% | 5.35% | 5.50% | 1.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IMTB iShares Core 5-10 Year USD Bond ETF | 4.47% | 4.40% | 4.42% | 4.13% | 2.90% | 2.49% | 2.63% | 2.91% | 3.04% | 2.75% | 0.40% |
Drawdowns
ZHOG vs. IMTB - Drawdown Comparison
The maximum ZHOG drawdown since its inception was -3.66%, smaller than the maximum IMTB drawdown of -18.15%. Use the drawdown chart below to compare losses from any high point for ZHOG and IMTB.
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Drawdown Indicators
| ZHOG | IMTB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.66% | -18.15% | +14.49% |
Max Drawdown (1Y)Largest decline over 1 year | -2.20% | -2.77% | +0.57% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.11% | — |
Current DrawdownCurrent decline from peak | -0.73% | -1.80% | +1.07% |
Average DrawdownAverage peak-to-trough decline | -0.73% | -4.18% | +3.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 0.88% | -0.33% |
Volatility
ZHOG vs. IMTB - Volatility Comparison
The current volatility for F/m Opportunistic Income ETF (ZHOG) is 0.70%, while iShares Core 5-10 Year USD Bond ETF (IMTB) has a volatility of 1.73%. This indicates that ZHOG experiences smaller price fluctuations and is considered to be less risky than IMTB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZHOG | IMTB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.70% | 1.73% | -1.03% |
Volatility (6M)Calculated over the trailing 6-month period | 1.09% | 2.77% | -1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.30% | 4.40% | -2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.12% | 6.24% | -2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.12% | 5.20% | -1.08% |