SYSB vs XTEN

Comparison between iShares U.S. Fixed Income Balanced Risk Systematic ETF (SYSB, ETF) and BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF (XTEN, ETF).

SYSB vs XTEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SYSB(ETF)	XTEN(ETF)
Net Assets	$1B	$1B
Expense Ratio	0.25%	0.08%
Max Drawdown	22.37%	15.44%
Sharpe Ratio	0.80	0.06
5Y Beta	0.09	0.02
5Y Dividends CAGR	13.60%	N/A

Net Assets

SYSB

$1B

XTEN

$1B

Expense Ratio

SYSB

0.25%

Winner

XTEN

0.08%

Max Drawdown

SYSB

22.37%

Winner

XTEN

15.44%

Sharpe Ratio

Winner

SYSB

0.80

XTEN

0.06

5Y Beta

SYSB

0.09

Winner

XTEN

0.02

5Y Dividends CAGR

SYSB

13.60%

XTEN

N/A

SYSB vs XTEN - Historical Returns

Returns include dividend reinvestment.

Period	SYSB	XTEN
1 month	+0.08%	-0.23%
3 months	-0.13%	-0.33%
6 months	+1.06%	-0.24%
1 year	+6.83%	+4.78%
5 years(CAGR)	+1.63%	N/A
10 years(CAGR)	+2.42%	N/A
Max(CAGR)	+2.44%	+1.66%

Winner

SYSB

+0.08%

XTEN

-0.23%

Winner

SYSB

-0.13%

XTEN

-0.33%

Winner

SYSB

+1.06%

XTEN

-0.24%

Winner

SYSB

+6.83%

XTEN

+4.78%

5Y(CAGR)

SYSB

+1.63%

XTEN

N/A

10Y(CAGR)

SYSB

+2.42%

XTEN

N/A

Max(CAGR)

Winner

SYSB

+2.44%

XTEN

+1.66%

SYSB vs XTEN - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	SYSB	XTEN
2026	+0.55%	+0.24%
2025	+8.23%	+7.25%
2024	+6.57%	-1.73%
2023	+7.83%	+2.87%
2022	-13.21%	-2.94%
2021	-0.85%	N/A
2020	+3.08%	N/A
2019	+10.23%	N/A
2018	-0.65%	N/A
2017	+3.68%	N/A
2016	+5.10%	N/A
2015	-0.27%	N/A

SYSB vs XTEN Drawdown Comparison

The maximum drawdown for SYSB was -18.48%, occurring on Oct 20, 2022. Recovery took 907 trading sessions.

The maximum drawdown for XTEN was -13.85%, occurring on Oct 19, 2023. Recovery took 332 trading sessions.

The current SYSB drawdown is -1.33%. The current XTEN drawdown is -2.84%.

Rank	SYSB	XTEN
#1	-18.48% Sep 15, 2021 - Apr 28, 2025	-13.85% Apr 6, 2023 - Aug 2, 2024
#2	-11.71% Mar 4, 2020 - Jul 20, 2020	-9.30% Sep 16, 2024 - Oct 14, 2025
#3	-4.39% Sep 27, 2016 - Aug 29, 2017	-7.65% Sep 15, 2022 - Dec 1, 2022
#4	-2.84% Feb 27, 2026 - Mar 27, 2026	-6.20% Jan 18, 2023 - Apr 4, 2023
#5	-2.81% Oct 13, 2017 - Jan 24, 2019	-4.39% Dec 15, 2022 - Jan 12, 2023
#6	-2.71% Jan 5, 2021 - Aug 3, 2021	-4.08% Feb 27, 2026 - Mar 27, 2026
#7	-1.75% Apr 24, 2015 - Mar 14, 2016	-2.31% Aug 5, 2024 - Sep 4, 2024
#8	-1.25% Oct 28, 2025 - Nov 26, 2025	-2.22% Oct 22, 2025 - Feb 12, 2026
#9	-1.08% Jun 21, 2016 - Aug 4, 2016	-1.63% Dec 7, 2022 - Dec 15, 2022
#10	-1.02% Aug 7, 2020 - Nov 30, 2020	-0.93% Dec 2, 2022 - Dec 7, 2022
#11	-0.91% Nov 26, 2025 - Jan 5, 2026	-0.88% Jan 12, 2023 - Jan 18, 2023
#12	-0.85% Jan 5, 2026 - Feb 9, 2026	-0.35% Sep 10, 2024 - Sep 16, 2024
#13	-0.76% Sep 16, 2025 - Oct 14, 2025	-0.31% Feb 17, 2026 - Feb 23, 2026
#14	-0.63% Aug 3, 2021 - Sep 2, 2021	-0.17% Oct 16, 2025 - Oct 20, 2025
#15	-0.62% Sep 7, 2016 - Sep 22, 2016	-0.16% Oct 14, 2025 - Oct 16, 2025

Correlation

Correlation between SYSB and XTEN is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2015 - 2026)

SYSB vs XTEN dividend yield comparison.

Year	SYSB	XTEN
2026	1.51%	1.42%
2025	4.78%	4.05%
2024	5.04%	4.21%
2023	4.44%	3.71%
2022	3.27%	1.04%
2021	1.92%	0.00%
2020	2.57%	0.00%
2019	3.27%	0.00%
2018	3.61%	0.00%
2017	2.74%	0.00%
2016	2.92%	0.00%
2015	2.26%	0.00%