BDBT vs. IBGA
BDBT (Bluemonte Core Bond ETF) and IBGA (iShares iBonds Dec 2044 Term Treasury ETF) are both Intermediate Core Bond funds. Over the past year, BDBT returned 4.08% vs 4.67% for IBGA. Their correlation of 0.91 suggests significant overlap in exposure. BDBT charges 0.23%/yr vs 0.07%/yr for IBGA.
Performance
BDBT vs. IBGA - Performance Comparison
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Returns By Period
In the year-to-date period, BDBT achieves a 0.81% return, which is significantly lower than IBGA's 1.52% return.
BDBT
- 1D
- 0.52%
- 1M
- 1.12%
- YTD
- 0.81%
- 6M
- 1.07%
- 1Y
- 4.08%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBGA
- 1D
- 1.07%
- 1M
- 2.94%
- YTD
- 1.52%
- 6M
- 0.98%
- 1Y
- 4.67%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BDBT vs. IBGA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BDBT Bluemonte Core Bond ETF | 0.81% | 3.70% |
IBGA iShares iBonds Dec 2044 Term Treasury ETF | 1.52% | 4.14% |
Correlation
The correlation between BDBT and IBGA is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2025 | 0.91 |
The correlation between BDBT and IBGA has been stable across timeframes, ranging from 0.91 to 0.91 - a consistent structural relationship.
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Return for Risk
BDBT vs. IBGA — Risk / Return Rank
BDBT
IBGA
BDBT vs. IBGA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bluemonte Core Bond ETF (BDBT) and iShares iBonds Dec 2044 Term Treasury ETF (IBGA). 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.
| BDBT | IBGA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.10 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.42 | 0.71 | +0.71 |
| Martin ratioReturn relative to average drawdown | 4.03 | 1.84 | +2.19 |
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Drawdowns
BDBT vs. IBGA - Drawdown Comparison
The maximum BDBT drawdown since its inception was -2.88%, smaller than the maximum IBGA drawdown of -11.69%. Use the drawdown chart below to compare losses from any high point for BDBT and IBGA.
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Drawdown Indicators
| BDBT | IBGA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.88% | -11.69% | +8.81% |
Max Drawdown (1Y)Largest decline over 1 year | -2.88% | -6.60% | +3.72% |
Current DrawdownCurrent decline from peak | -1.01% | -2.85% | +1.84% |
Average DrawdownAverage peak-to-trough decline | -0.75% | -5.02% | +4.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 2.54% | -1.53% |
Volatility
BDBT vs. IBGA - Volatility Comparison
The current volatility for Bluemonte Core Bond ETF (BDBT) is 1.22%, while iShares iBonds Dec 2044 Term Treasury ETF (IBGA) has a volatility of 2.18%. This indicates that BDBT experiences smaller price fluctuations and is considered to be less risky than IBGA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BDBT | IBGA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 2.18% | -0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 2.93% | 5.88% | -2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.89% | 8.06% | -4.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.88% | 9.84% | -5.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.88% | 9.84% | -5.96% |
BDBT vs. IBGA - Expense Ratio Comparison
BDBT has a 0.23% expense ratio, which is higher than IBGA's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BDBT vs. IBGA - Dividend Comparison
BDBT's dividend yield for the trailing twelve months is around 3.50%, less than IBGA's 4.57% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BDBT Bluemonte Core Bond ETF | 3.50% | 2.21% | 0.00% |
IBGA iShares iBonds Dec 2044 Term Treasury ETF | 4.57% | 4.49% | 2.03% |
Frequently Asked Questions
With a correlation of 0.91, BDBT and IBGA move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
IBGA has higher volatility (2.18%) compared to BDBT (1.22%). In terms of maximum drawdown, BDBT dropped -2.88% vs IBGA's -11.69%.
On 1-year performance, IBGA leads with 4.67% vs 4.08% for BDBT. On fees, IBGA is cheaper at 0.07% per year. On volatility, BDBT has been the lower-risk option at 1.22%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IBGA has performed better with a 4.67% return vs 4.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBGA is cheaper with a 0.07% expense ratio, compared with 0.23% for BDBT.
IBGA has the higher dividend yield at 4.57%, compared with 3.50% for BDBT.
They also come from different issuers: Bluemonte and iShares. Their fees differ too: 0.23% for BDBT and 0.07% for IBGA.
BDBT currently has the higher Sharpe Ratio (1.06 vs 0.58), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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