ICF vs USTB

Comparison between ISHARES COHEN & STEERS REIT ETF (ICF, ETF) and VICTORYSHARES SHORT-TERM BOND ETF FORMERLY VICTORYSHARES USAA CORE SHORT-TERM BOND ETF VICTORYSHARES SHORT-TERM BOND ETF (USTB, ETF).

5-Year PerformanceICF has outperformed USTB, delivering a return of +4.5% compared to +3.5%

ICF vs USTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ICF(ETF)	USTB(ETF)
Net Assets	$2B	$2B
Expense Ratio	0.32%	0.34%
Max Drawdown	78.78%	7.56%
Sharpe Ratio	0.70	0.98
5Y Beta	0.47	0.01
P/E Ratio	31.71	N/A
Forward P/E	35.62	N/A
PEG Ratio	0.25	N/A
5Y Dividends CAGR	8.23%	15.32%
5Y EPS CAGR	10.48%	N/A
Debt to Equity	-27.75%	N/A
P/S Ratio	8.62	N/A
P/B Ratio	3.38	N/A

Net Assets

ICF

$2B

USTB

$2B

Expense Ratio

Winner

ICF

0.32%

USTB

0.34%

Max Drawdown

ICF

78.78%

Winner

USTB

7.56%

Sharpe Ratio

ICF

0.70

Winner

USTB

0.98

5Y Beta

ICF

0.47

Winner

USTB

0.01

P/E Ratio

ICF

31.71

USTB

N/A

Forward P/E

ICF

35.62

USTB

N/A

PEG Ratio

ICF

0.25

USTB

N/A

5Y Dividends CAGR

ICF

8.23%

Winner

USTB

15.32%

5Y EPS CAGR

ICF

10.48%

USTB

N/A

Debt to Equity

ICF

-27.75%

USTB

N/A

P/S Ratio

ICF

8.62

USTB

N/A

P/B Ratio

ICF

3.38

USTB

N/A

ICF vs USTB - Historical Returns

Returns include dividend reinvestment.

Period	ICF	USTB
1 month	+5.26%	+0.50%
3 months	+8.41%	+0.54%
6 months	+12.37%	+1.81%
1 year	+13.92%	+5.06%
5 years(CAGR)	+4.47%	+3.50%
10 years(CAGR)	+5.41%	+3.47%
Max(CAGR)	+8.83%	+3.47%

Winner

ICF

+5.26%

USTB

+0.50%

Winner

ICF

+8.41%

USTB

+0.54%

Winner

ICF

+12.37%

USTB

+1.81%

Winner

ICF

+13.92%

USTB

+5.06%

5Y(CAGR)

Winner

ICF

+4.47%

USTB

+3.50%

10Y(CAGR)

Winner

ICF

+5.41%

USTB

+3.47%

Max(CAGR)

Winner

ICF

+8.83%

USTB

+3.47%

ICF vs USTB - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	ICF	USTB
2026	+13.99%	+1.07%
2025	+2.90%	+6.13%
2024	+4.16%	+6.81%
2023	+10.25%	+6.57%
2022	-25.37%	-2.72%
2021	+49.22%	+0.89%
2020	-4.16%	+5.00%
2019	+28.68%	+4.99%
2018	-1.98%	+1.12%
2017	+4.78%	+0.35%
2016	+6.04%	N/A
2015	+4.39%	N/A
2014	+34.25%	N/A
2013	-2.81%	N/A
2012	+14.41%	N/A
2011	+8.05%	N/A
2010	+30.12%	N/A
2009	+28.17%	N/A
2008	-40.63%	N/A
2007	-18.46%	N/A
2006	+35.83%	N/A
2005	+15.89%	N/A
2004	+35.36%	N/A
2003	+36.19%	N/A
2002	+2.59%	N/A
2001	+11.19%	N/A

ICF vs USTB Drawdown Comparison

The maximum drawdown for ICF was -76.74%, occurring on Mar 6, 2009. Recovery took 1581 trading sessions.

The maximum drawdown for USTB was -5.32%, occurring on Mar 24, 2020. Recovery took 65 trading sessions.

The current ICF drawdown is -0.64%.

Rank	ICF	USTB
#1	-76.74% Feb 7, 2007 - May 20, 2013	-5.32% Mar 4, 2020 - Jun 5, 2020
#2	-40.22% Feb 21, 2020 - Apr 20, 2021	-4.96% Sep 9, 2021 - Jul 13, 2023
#3	-34.72% Dec 31, 2021 - May 6, 2026	-1.02% Aug 30, 2023 - Nov 3, 2023
#4	-18.83% Apr 1, 2004 - Aug 24, 2004	-0.84% Feb 27, 2026 - May 1, 2026
#5	-18.57% May 21, 2013 - Jun 5, 2014	-0.81% Dec 29, 2017 - Aug 6, 2018
#6	-17.86% Apr 12, 2002 - May 12, 2003	-0.68% Sep 27, 2024 - Dec 3, 2024
#7	-16.76% Jan 26, 2015 - Mar 17, 2016	-0.67% Jul 13, 2023 - Aug 4, 2023
#8	-16.74% Aug 1, 2016 - Nov 30, 2018	-0.65% Apr 3, 2025 - Apr 28, 2025
#9	-12.65% Dec 6, 2018 - Jan 31, 2019	-0.62% Sep 4, 2019 - Oct 2, 2019
#10	-11.99% Aug 2, 2005 - Dec 14, 2005	-0.48% Apr 4, 2024 - May 2, 2024
#11	-11.39% Aug 21, 2001 - Mar 4, 2002	-0.46% Jan 31, 2024 - Mar 1, 2024
#12	-10.66% Mar 17, 2006 - Jul 28, 2006	-0.43% Aug 8, 2023 - Aug 25, 2023
#13	-9.60% Dec 22, 2004 - May 9, 2005	-0.40% Sep 21, 2018 - Nov 16, 2018
#14	-8.47% Sep 2, 2021 - Nov 17, 2021	-0.40% Oct 4, 2019 - Nov 22, 2019
#15	-7.66% Sep 5, 2014 - Oct 23, 2014	-0.38% Aug 2, 2024 - Aug 21, 2024

Correlation

Correlation between ICF and USTB is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2001 - 2026)

ICF vs USTB dividend yield comparison.

Year	ICF	USTB
2026	0.28%	1.56%
2025	2.88%	4.63%
2024	2.66%	5.05%
2023	2.76%	4.49%
2022	2.64%	2.54%
2021	1.82%	1.84%
2020	2.38%	2.59%
2019	2.55%	2.69%
2018	3.20%	2.32%
2017	3.10%	0.43%
2016	4.21%	0.00%
2015	3.30%	0.00%
2014	3.00%	0.00%
2013	3.41%	0.00%
2012	3.03%	0.00%
2011	2.97%	0.00%
2010	2.90%	0.00%
2009	3.84%	0.00%
2008	7.99%	0.00%
2007	4.06%	0.00%
2006	2.95%	0.00%
2005	3.98%	0.00%
2004	4.17%	0.00%
2003	4.45%	0.00%
2002	6.91%	0.00%
2001	5.17%	0.00%