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IUSB vs MBB

Comparison between ISHARES CORE UNIVERSAL USD BOND ETF (IUSB, ETF) and ISHARES MBS ETF (MBB, ETF).

5-Year PerformanceIUSB has outperformed MBB, delivering a return of +0.5% compared to +0.4%

IUSB vs MBB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IUSB
$40B
MBB
$39B
Expense Ratio
IUSB
0.06%
Winner
MBB
0.04%
Max Drawdown
Winner
IUSB
22.73%
MBB
22.85%
Sharpe Ratio
IUSB
0.40
Winner
MBB
0.57
5Y Beta
IUSB
0.05
Winner
MBB
0.04
5Y Dividends CAGR
IUSB
9.17%
Winner
MBB
14.23%

IUSB vs MBB - Historical Returns

Returns include dividend reinvestment.

1M
IUSB
+1.21%
Winner
MBB
+1.37%
3M
Winner
IUSB
+0.52%
MBB
+0.21%
6M
IUSB
+1.09%
Winner
MBB
+1.52%
1Y
IUSB
+5.49%
Winner
MBB
+6.71%
5Y(CAGR)
Winner
IUSB
+0.45%
MBB
+0.44%
10Y(CAGR)
Winner
IUSB
+1.94%
MBB
+1.32%
Max(CAGR)
IUSB
+2.23%
Winner
MBB
+2.70%

IUSB vs MBB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearIUSBMBB
2026+0.80%+1.10%
2025+7.38%+8.48%
2024+2.60%+1.91%
2023+5.66%+4.52%
2022-12.47%-11.39%
2021-1.17%-1.44%
2020+7.38%+3.95%
2019+8.95%+5.99%
2018-0.27%+0.89%
2017+3.93%+2.43%
2016+3.83%+1.25%
2015+0.06%+1.13%
2014+1.90%+6.22%
2013N/A-1.98%
2012N/A+2.07%
2011N/A+6.01%
2010N/A+5.49%
2009N/A+4.73%
2008N/A+7.13%
2007N/A+4.99%

IUSB vs MBB Drawdown Comparison

The maximum drawdown for IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 1205 trading sessions.

The maximum drawdown for MBB was -17.64%, occurring on Oct 19, 2023. Recovery took 1185 trading sessions.

The current IUSB drawdown is -0.98%. The current MBB drawdown is -1.09%.

RankIUSBMBB
#1-17.90%
Dec 31, 2020 - Oct 20, 2025
-17.64%
Feb 9, 2021 - Oct 28, 2025
#2-9.90%
Mar 6, 2020 - Jun 10, 2020
-4.81%
Sep 25, 2012 - May 1, 2014
#3-4.01%
Sep 7, 2016 - Jul 21, 2017
-4.32%
Mar 9, 2020 - Mar 27, 2020
#4-3.26%
Sep 7, 2017 - Jan 30, 2019
-3.82%
Sep 17, 2008 - Nov 25, 2008
#5-2.58%
Apr 24, 2015 - Mar 16, 2016
-3.43%
Sep 27, 2016 - Aug 23, 2017
#6-2.53%
Feb 27, 2026 - May 19, 2026
-3.00%
May 20, 2008 - Sep 2, 2008
#7-1.78%
Sep 4, 2019 - Oct 4, 2019
-2.94%
Feb 27, 2026 - May 19, 2026
#8-1.69%
Jan 30, 2015 - Mar 24, 2015
-2.92%
Sep 7, 2017 - Dec 28, 2018
#9-1.54%
Aug 4, 2020 - Dec 30, 2020
-2.65%
Nov 4, 2010 - Apr 25, 2011
#10-1.31%
Oct 4, 2019 - Jan 3, 2020
-2.56%
May 8, 2007 - Aug 21, 2007
#11-0.99%
Oct 28, 2025 - Nov 26, 2025
-2.51%
Jan 22, 2008 - Mar 17, 2008
#12-0.85%
Aug 15, 2014 - Oct 7, 2014
-2.02%
May 20, 2009 - Jul 8, 2009
#13-0.76%
Jul 8, 2016 - Jul 29, 2016
-1.77%
Jan 8, 2009 - Mar 18, 2009
#14-0.75%
Nov 26, 2025 - Jan 14, 2026
-1.74%
Apr 15, 2015 - Sep 18, 2015
#15-0.72%
Oct 20, 2014 - Nov 26, 2014
-1.64%
Nov 30, 2009 - Feb 4, 2010

Correlation

Correlation between IUSB and MBB is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2007 - 2026)

IUSB vs MBB dividend yield comparison.

YearIUSBMBB
20261.74%1.76%
20254.17%4.21%
20244.04%3.94%
20233.46%3.40%
20222.53%2.31%
20211.74%1.05%
20202.68%2.10%
20193.04%2.77%
20182.98%2.64%
20172.56%2.23%
20162.60%2.58%
20151.95%2.66%
20141.39%1.72%
20130.00%1.27%
20120.00%2.04%
20110.00%3.33%
20100.00%5.92%
20090.00%3.57%
20080.00%4.33%
20070.00%3.89%

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