BLK vs. IBDR
BLK (BlackRock, Inc.) is a stock, while IBDR (iShares iBonds Dec 2026 Term Corporate ETF) is Corporate Bonds fund tracking the Barclays December 2026 Maturity Corporate Index. Over the past 5 years, BLK returned 5.72%/yr vs 1.58%/yr for IBDR. At a 0.07 correlation, their price movements are largely independent.
Performance
BLK vs. IBDR - Performance Comparison
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Returns By Period
In the year-to-date period, BLK achieves a -4.07% return, which is significantly lower than IBDR's 1.69% return.
BLK
- 1D
- -3.46%
- 1M
- -4.84%
- YTD
- -4.07%
- 6M
- -5.50%
- 1Y
- 5.10%
- 3Y*
- 16.93%
- 5Y*
- 5.72%
- 10Y*
- 14.61%
IBDR
- 1D
- 0.04%
- 1M
- 0.29%
- YTD
- 1.69%
- 6M
- 1.81%
- 1Y
- 4.30%
- 3Y*
- 5.17%
- 5Y*
- 1.58%
- 10Y*
- —
BLK vs. IBDR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLK BlackRock, Inc. | -4.07% | 6.55% | 29.29% | 17.86% | -20.40% | 29.39% | 47.21% | 31.87% | -21.59% | 38.20% |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | 1.69% | 4.99% | 4.98% | 5.96% | -8.28% | -1.79% | 8.88% | 14.81% | -2.80% | 5.96% |
Correlation
The correlation between BLK and IBDR is -0.04, 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 | -0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Sep 19, 2016 | 0.07 |
The correlation between BLK and IBDR shifts across timeframes, from -0.04 (1 year) to 0.21 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
BLK vs. IBDR — Risk / Return Rank
BLK
IBDR
BLK vs. IBDR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock, Inc. (BLK) and iShares iBonds Dec 2026 Term Corporate ETF (IBDR). 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.
| BLK | IBDR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -6.63 | ||
| Sortino ratioReturn per unit of downside risk | -13.86 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 3.36 | -2.30 |
| Calmar ratioReturn relative to maximum drawdown | 0.23 | 52.23 | -52.00 |
| Martin ratioReturn relative to average drawdown | 0.50 | 181.59 | -181.08 |
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Drawdowns
BLK vs. IBDR - Drawdown Comparison
The maximum BLK drawdown since its inception was -60.36%, which is greater than IBDR's maximum drawdown of -16.06%. Use the drawdown chart below to compare losses from any high point for BLK and IBDR.
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Drawdown Indicators
| BLK | IBDR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.36% | -16.06% | -44.30% |
Max Drawdown (1Y)Largest decline over 1 year | -22.45% | -0.08% | -22.37% |
Max Drawdown (3Y)Largest decline over 3 years | -23.74% | -1.08% | -22.66% |
Max Drawdown (5Y)Largest decline over 5 years | -43.90% | -13.13% | -30.77% |
Max Drawdown (10Y)Largest decline over 10 years | -43.90% | — | — |
Current DrawdownCurrent decline from peak | -14.21% | 0.00% | -14.21% |
Average DrawdownAverage peak-to-trough decline | -11.93% | -2.82% | -9.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.21% | 0.02% | +10.19% |
Volatility
BLK vs. IBDR - Volatility Comparison
BlackRock, Inc. (BLK) has a higher volatility of 7.59% compared to iShares iBonds Dec 2026 Term Corporate ETF (IBDR) at 0.18%. This indicates that BLK's price experiences larger fluctuations and is considered to be riskier than IBDR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLK | IBDR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.59% | 0.18% | +7.41% |
Volatility (6M)Calculated over the trailing 6-month period | 20.80% | 0.35% | +20.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.04% | 0.63% | +25.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.77% | 3.39% | +23.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.69% | 4.85% | +22.84% |
Dividends
BLK vs. IBDR - Dividend Comparison
BLK's dividend yield for the trailing twelve months is around 2.15%, less than IBDR's 4.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLK BlackRock, Inc. | 2.15% | 1.95% | 1.99% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.08% | 1.95% | 2.41% | 2.56% |
IBDR iShares iBonds Dec 2026 Term Corporate ETF | 4.12% | 4.20% | 4.13% | 3.41% | 2.44% | 2.11% | 2.61% | 3.25% | 3.56% | 3.22% | 0.86% | 0.00% |
Frequently Asked Questions
BLK and IBDR have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BLK has higher volatility (7.59%) compared to IBDR (0.18%). In terms of maximum drawdown, BLK dropped -60.36% vs IBDR's -16.06%.
IBDR currently has the higher Sharpe Ratio (6.83 vs 0.20), 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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