IBDQ vs. IBDP
Compare and contrast key facts about iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) and iShares iBonds Dec 2024 Term Corporate ETF (IBDP).
IBDQ and IBDP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBDQ is a passively managed fund by iShares that tracks the performance of the Bloomberg December 2025 Maturity Corporate. It was launched on Mar 12, 2015. IBDP is a passively managed fund by iShares that tracks the performance of the Bloomberg December 2024 Maturity Corporate Index. It was launched on Mar 11, 2015. Both IBDQ and IBDP are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBDQ or IBDP.
Key characteristics
| IBDQ | IBDP | |
|---|---|---|
| YTD Return | 4.45% | 4.60% |
| 1Y Return | 6.33% | 5.65% |
| 3Y Return (Ann) | 1.10% | 1.87% |
| 5Y Return (Ann) | 2.16% | 2.36% |
| Sharpe Ratio | 5.35 | 10.89 |
| Sortino Ratio | 9.10 | 27.33 |
| Omega Ratio | 2.59 | 6.76 |
| Calmar Ratio | 1.47 | 5.93 |
| Martin Ratio | 81.69 | 375.98 |
| Ulcer Index | 0.08% | 0.02% |
| Daily Std Dev | 1.16% | 0.52% |
| Max Drawdown | -15.19% | -17.06% |
| Current Drawdown | 0.00% | -0.00% |
Correlation
The correlation between IBDQ and IBDP is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IBDQ vs. IBDP - Performance Comparison
The year-to-date returns for both investments are quite close, with IBDQ having a 4.45% return and IBDP slightly higher at 4.60%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IBDQ vs. IBDP - Expense Ratio Comparison
Both IBDQ and IBDP have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
IBDQ vs. IBDP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) and iShares iBonds Dec 2024 Term Corporate ETF (IBDP). 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.
Dividends
IBDQ vs. IBDP - Dividend Comparison
IBDQ's dividend yield for the trailing twelve months is around 3.76%, less than IBDP's 4.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | 3.76% | 3.27% | 2.24% | 2.06% | 2.51% | 3.21% | 3.52% | 3.28% | 3.39% | 2.64% |
IBDP iShares iBonds Dec 2024 Term Corporate ETF | 4.08% | 3.01% | 2.06% | 1.86% | 2.51% | 3.15% | 3.34% | 3.15% | 3.23% | 2.53% |
Drawdowns
IBDQ vs. IBDP - Drawdown Comparison
The maximum IBDQ drawdown since its inception was -15.19%, smaller than the maximum IBDP drawdown of -17.06%. Use the drawdown chart below to compare losses from any high point for IBDQ and IBDP. For additional features, visit the drawdowns tool.
Volatility
IBDQ vs. IBDP - Volatility Comparison
iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) and iShares iBonds Dec 2024 Term Corporate ETF (IBDP) have volatilities of 0.11% and 0.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.