AVGO vs. IBTA.L
AVGO (Broadcom Inc.) is a stock, while IBTA.L (iShares USD Treasury Bond 1-3yr UCITS ETF (Acc)) is Government Bonds fund tracking the ICE US Treasury 1-3 Year Index. Over the past 5 years, AVGO returned 56.37%/yr vs 1.89%/yr for IBTA.L. At a correlation of -0.03, they often move in opposite directions.
Performance
AVGO vs. IBTA.L - Performance Comparison
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Returns By Period
In the year-to-date period, AVGO achieves a 14.06% return, which is significantly higher than IBTA.L's 0.51% return.
AVGO
- 1D
- 3.11%
- 1M
- -7.35%
- YTD
- 14.06%
- 6M
- 16.39%
- 1Y
- 59.68%
- 3Y*
- 67.77%
- 5Y*
- 56.37%
- 10Y*
- 41.61%
IBTA.L
- 1D
- 0.00%
- 1M
- 0.34%
- YTD
- 0.51%
- 6M
- 0.85%
- 1Y
- 3.48%
- 3Y*
- 4.33%
- 5Y*
- 1.89%
- 10Y*
- —
AVGO vs. IBTA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 14.06% | 50.63% | 110.49% | 104.18% | -13.27% | 56.48% | 44.88% | 29.05% | 2.18% | 24.65% |
IBTA.L iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) | 0.51% | 5.34% | 4.07% | 4.21% | -3.75% | -0.64% | 3.14% | 3.62% | 1.40% | -0.20% |
Correlation
The correlation between AVGO and IBTA.L is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Apr 13, 2017 | -0.03 |
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Return for Risk
AVGO vs. IBTA.L — Risk / Return Rank
AVGO
IBTA.L
AVGO vs. IBTA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Broadcom Inc. (AVGO) and iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) (IBTA.L). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVGO | IBTA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -1.67 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.63 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | 2.09 | 5.15 | -3.06 |
| Martin ratioReturn relative to average drawdown | 4.85 | 17.76 | -12.92 |
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Drawdowns
AVGO vs. IBTA.L - Drawdown Comparison
The maximum AVGO drawdown since its inception was -48.30%, which is greater than IBTA.L's maximum drawdown of -5.80%. Use the drawdown chart below to compare losses from any high point for AVGO and IBTA.L.
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Drawdown Indicators
| AVGO | IBTA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.30% | -5.80% | -42.50% |
Max Drawdown (1Y)Largest decline over 1 year | -28.67% | -0.67% | -28.00% |
Max Drawdown (3Y)Largest decline over 3 years | -41.15% | -0.89% | -40.26% |
Max Drawdown (5Y)Largest decline over 5 years | -41.15% | -5.70% | -35.45% |
Max Drawdown (10Y)Largest decline over 10 years | -48.30% | — | — |
Current DrawdownCurrent decline from peak | -18.20% | 0.00% | -18.20% |
Average DrawdownAverage peak-to-trough decline | -7.99% | -0.96% | -7.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.35% | 0.20% | +12.15% |
Volatility
AVGO vs. IBTA.L - Volatility Comparison
Broadcom Inc. (AVGO) has a higher volatility of 19.97% compared to iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) (IBTA.L) at 0.52%. This indicates that AVGO's price experiences larger fluctuations and is considered to be riskier than IBTA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVGO | IBTA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.97% | 0.52% | +19.45% |
Volatility (6M)Calculated over the trailing 6-month period | 35.15% | 1.13% | +34.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.64% | 1.58% | +44.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.42% | 2.17% | +41.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.54% | 1.93% | +37.61% |
Dividends
AVGO vs. IBTA.L - Dividend Comparison
AVGO's dividend yield for the trailing twelve months is around 0.63%, while IBTA.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 0.63% | 0.70% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% |
IBTA.L iShares USD Treasury Bond 1-3yr UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AVGO and IBTA.L have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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