GE vs. IBDT
GE (General Electric Company) is a stock, while IBDT (iShares iBonds Dec 2028 Term Corporate ETF) is Corporate Bonds fund tracking the Bloomberg December 2028 Maturity Corporate Index. Over the past 5 years, GE returned 38.14%/yr vs 1.25%/yr for IBDT. At a correlation of -0.01, they often move in opposite directions.
Performance
GE vs. IBDT - Performance Comparison
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Returns By Period
In the year-to-date period, GE achieves a 9.01% return, which is significantly higher than IBDT's 0.92% return.
GE
- 1D
- 0.76%
- 1M
- 19.10%
- YTD
- 9.01%
- 6M
- 12.13%
- 1Y
- 42.47%
- 3Y*
- 58.72%
- 5Y*
- 38.14%
- 10Y*
- 9.96%
IBDT
- 1D
- 0.02%
- 1M
- 0.45%
- YTD
- 0.92%
- 6M
- 1.33%
- 1Y
- 4.61%
- 3Y*
- 5.76%
- 5Y*
- 1.25%
- 10Y*
- —
GE vs. IBDT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
GE General Electric Company | 9.01% | 85.73% | 64.83% | 95.71% | -10.92% | 9.69% | -2.73% | 54.00% | -41.05% |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 0.92% | 7.02% | 3.97% | 7.72% | -11.42% | -1.90% | 9.62% | 15.15% | 1.47% |
Correlation
The correlation between GE and IBDT is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2018 | -0.01 |
The correlation between GE and IBDT shifts across timeframes, from -0.01 (all time) to 0.18 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
GE vs. IBDT — Risk / Return Rank
GE
IBDT
GE vs. IBDT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for General Electric Company (GE) and iShares iBonds Dec 2028 Term Corporate ETF (IBDT). 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.
| GE | IBDT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.52 | ||
| Sortino ratioReturn per unit of downside risk | -2.69 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.59 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 1.95 | 4.38 | -2.43 |
| Martin ratioReturn relative to average drawdown | 5.26 | 20.12 | -14.85 |
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Drawdowns
GE vs. IBDT - Drawdown Comparison
The maximum GE drawdown since its inception was -85.53%, which is greater than IBDT's maximum drawdown of -17.79%. Use the drawdown chart below to compare losses from any high point for GE and IBDT.
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Drawdown Indicators
| GE | IBDT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.53% | -17.79% | -67.74% |
Max Drawdown (1Y)Largest decline over 1 year | -20.85% | -1.03% | -19.82% |
Max Drawdown (3Y)Largest decline over 3 years | -21.36% | -3.19% | -18.17% |
Max Drawdown (5Y)Largest decline over 5 years | -44.94% | -17.68% | -27.26% |
Max Drawdown (10Y)Largest decline over 10 years | -81.18% | — | — |
Current DrawdownCurrent decline from peak | -2.88% | 0.00% | -2.88% |
Average DrawdownAverage peak-to-trough decline | -25.78% | -4.15% | -21.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.71% | 0.22% | +7.49% |
Volatility
GE vs. IBDT - Volatility Comparison
General Electric Company (GE) has a higher volatility of 11.02% compared to iShares iBonds Dec 2028 Term Corporate ETF (IBDT) at 0.44%. This indicates that GE's price experiences larger fluctuations and is considered to be riskier than IBDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GE | IBDT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.02% | 0.44% | +10.58% |
Volatility (6M)Calculated over the trailing 6-month period | 27.28% | 1.07% | +26.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.64% | 1.61% | +30.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.13% | 5.07% | +26.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.37% | 6.36% | +30.01% |
Dividends
GE vs. IBDT - Dividend Comparison
GE's dividend yield for the trailing twelve months is around 0.46%, less than IBDT's 4.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GE General Electric Company | 0.46% | 0.47% | 0.67% | 0.25% | 0.38% | 0.34% | 0.37% | 4.12% | 4.89% | 4.81% | 2.94% | 2.95% |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 4.54% | 4.56% | 4.67% | 4.10% | 3.25% | 2.45% | 2.80% | 3.32% | 1.47% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
GE and IBDT have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GE has higher volatility (11.02%) compared to IBDT (0.44%). In terms of maximum drawdown, GE dropped -85.53% vs IBDT's -17.79%.
IBDT currently has the higher Sharpe Ratio (2.81 vs 1.29), 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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