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IBDO vs. IXUS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IBDO and IXUS is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.0

Performance

IBDO vs. IXUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) and iShares Core MSCI Total International Stock ETF (IXUS). The values are adjusted to include any dividend payments, if applicable.

30.00%40.00%50.00%60.00%70.00%JulyAugustSeptemberOctoberNovemberDecember
29.77%
59.68%
IBDO
IXUS

Key characteristics

Returns By Period


IBDO

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

IXUS

YTD

4.97%

1M

-1.28%

6M

-0.13%

1Y

6.33%

5Y*

4.26%

10Y*

4.96%

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IBDO vs. IXUS - Expense Ratio Comparison

IBDO has a 0.10% expense ratio, which is higher than IXUS's 0.09% 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%.


IBDO
iShares iBonds Dec 2023 Term Corporate ETF
Expense ratio chart for IBDO: current value at 0.10% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.10%
Expense ratio chart for IXUS: current value at 0.09% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.09%

Risk-Adjusted Performance

IBDO vs. IXUS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2023 Term Corporate ETF (IBDO) and iShares Core MSCI Total International Stock ETF (IXUS). 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.


Sharpe ratio
No data
IBDO
IXUS


Rolling 12-month Sharpe Ratio1.002.003.004.005.006.00JulyAugustSeptemberOctoberNovemberDecember
1.00
0.64
IBDO
IXUS

Dividends

IBDO vs. IXUS - Dividend Comparison

IBDO has not paid dividends to shareholders, while IXUS's dividend yield for the trailing twelve months is around 3.33%.


TTM20232022202120202019201820172016201520142013
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
0.00%3.61%1.85%1.80%2.47%3.01%3.10%2.91%3.01%2.39%0.00%0.00%
IXUS
iShares Core MSCI Total International Stock ETF
3.33%3.13%2.48%3.12%1.85%3.09%3.00%2.40%2.58%2.81%2.95%2.08%

Drawdowns

IBDO vs. IXUS - Drawdown Comparison


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember0
-8.45%
IBDO
IXUS

Volatility

IBDO vs. IXUS - Volatility Comparison

The current volatility for iShares iBonds Dec 2023 Term Corporate ETF (IBDO) is 0.00%, while iShares Core MSCI Total International Stock ETF (IXUS) has a volatility of 3.33%. This indicates that IBDO experiences smaller price fluctuations and is considered to be less risky than IXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember0
3.33%
IBDO
IXUS
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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