IBDQ vs. IBDT
Compare and contrast key facts about iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) and iShares iBonds Dec 2028 Term Corporate ETF (IBDT).
IBDQ and IBDT 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. IBDT is a passively managed fund by iShares that tracks the performance of the Bloomberg December 2028 Maturity Corporate Index. It was launched on Sep 18, 2018. Both IBDQ and IBDT 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 IBDT.
Key characteristics
| IBDQ | IBDT | |
|---|---|---|
| YTD Return | 0.90% | -1.29% |
| 1Y Return | 4.44% | 2.89% |
| 3Y Return (Ann) | -0.22% | -1.73% |
| 5Y Return (Ann) | 2.68% | 1.97% |
| Sharpe Ratio | 2.16 | 0.46 |
| Daily Std Dev | 1.95% | 5.09% |
| Max Drawdown | -15.19% | -17.79% |
| Current Drawdown | -1.61% | -7.84% |
Correlation
The correlation between IBDQ and IBDT is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IBDQ vs. IBDT - Performance Comparison
In the year-to-date period, IBDQ achieves a 0.90% return, which is significantly higher than IBDT's -1.29% return. 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. IBDT - Expense Ratio Comparison
Both IBDQ and IBDT 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. IBDT - 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 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.
Dividends
IBDQ vs. IBDT - Dividend Comparison
IBDQ's dividend yield for the trailing twelve months is around 3.18%, less than IBDT's 4.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBDQ iShares iBonds Dec 2025 Term Corporate ETF | 3.18% | 3.27% | 2.23% | 2.06% | 2.51% | 3.21% | 3.52% | 3.28% | 3.39% | 2.64% |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 4.07% | 4.10% | 3.25% | 2.45% | 2.80% | 3.32% | 1.47% | 0.00% | 0.00% | 0.00% |
Drawdowns
IBDQ vs. IBDT - Drawdown Comparison
The maximum IBDQ drawdown since its inception was -15.19%, smaller than the maximum IBDT drawdown of -17.79%. Use the drawdown chart below to compare losses from any high point for IBDQ and IBDT. For additional features, visit the drawdowns tool.
Volatility
IBDQ vs. IBDT - Volatility Comparison
The current volatility for iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) is 0.35%, while iShares iBonds Dec 2028 Term Corporate ETF (IBDT) has a volatility of 1.20%. This indicates that IBDQ experiences smaller price fluctuations and is considered to be less risky than IBDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.