ZHOG vs. IUSB
Compare and contrast key facts about F/m Opportunistic Income ETF (ZHOG) and iShares Core Universal USD Bond ETF (IUSB).
ZHOG and IUSB 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. IUSB is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Universal Index. It was launched on Jun 10, 2014.
Performance
ZHOG vs. IUSB - Performance Comparison
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ZHOG vs. IUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ZHOG F/m Opportunistic Income ETF | -0.08% | 5.98% | 4.94% | 5.92% |
IUSB iShares Core Universal USD Bond ETF | -0.07% | 7.38% | 2.11% | 5.26% |
Returns By Period
In the year-to-date period, ZHOG achieves a -0.08% return, which is significantly lower than IUSB's -0.07% return.
ZHOG
- 1D
- 0.31%
- 1M
- -0.81%
- YTD
- -0.08%
- 6M
- 1.03%
- 1Y
- 4.55%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUSB
- 1D
- 0.20%
- 1M
- -1.81%
- YTD
- -0.07%
- 6M
- 0.97%
- 1Y
- 4.55%
- 3Y*
- 4.07%
- 5Y*
- 0.53%
- 10Y*
- 2.06%
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ZHOG vs. IUSB - Expense Ratio Comparison
ZHOG has a 0.43% expense ratio, which is higher than IUSB's 0.06% expense ratio.
Return for Risk
ZHOG vs. IUSB — Risk / Return Rank
ZHOG
IUSB
ZHOG vs. IUSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for F/m Opportunistic Income ETF (ZHOG) and iShares Core Universal USD Bond ETF (IUSB). 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 | IUSB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.98 | 1.11 | +0.88 |
Sortino ratioReturn per unit of downside risk | 2.64 | 1.56 | +1.08 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.20 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 2.13 | 1.92 | +0.22 |
Martin ratioReturn relative to average drawdown | 8.62 | 5.96 | +2.67 |
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 | IUSB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 1.11 | +0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.60 | 0.46 | +1.14 |
Correlation
The correlation between ZHOG and IUSB is 0.88, 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. IUSB - Dividend Comparison
ZHOG's dividend yield for the trailing twelve months is around 5.60%, more than IUSB's 4.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZHOG F/m Opportunistic Income ETF | 5.60% | 5.35% | 5.50% | 1.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUSB iShares Core Universal USD Bond ETF | 4.23% | 4.17% | 4.04% | 3.46% | 2.53% | 1.74% | 2.68% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% |
Drawdowns
ZHOG vs. IUSB - Drawdown Comparison
The maximum ZHOG drawdown since its inception was -3.66%, smaller than the maximum IUSB drawdown of -17.90%. Use the drawdown chart below to compare losses from any high point for ZHOG and IUSB.
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Drawdown Indicators
| ZHOG | IUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.66% | -17.90% | +14.24% |
Max Drawdown (1Y)Largest decline over 1 year | -2.20% | -2.49% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.87% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.90% | — |
Current DrawdownCurrent decline from peak | -0.83% | -1.81% | +0.98% |
Average DrawdownAverage peak-to-trough decline | -0.73% | -3.62% | +2.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.54% | 0.80% | -0.26% |
Volatility
ZHOG vs. IUSB - Volatility Comparison
The current volatility for F/m Opportunistic Income ETF (ZHOG) is 0.70%, while iShares Core Universal USD Bond ETF (IUSB) has a volatility of 1.62%. This indicates that ZHOG experiences smaller price fluctuations and is considered to be less risky than IUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZHOG | IUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.70% | 1.62% | -0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 1.09% | 2.41% | -1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.31% | 4.13% | -1.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.13% | 5.77% | -1.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.13% | 5.03% | -0.90% |