IBDS vs. FLOT
Compare and contrast key facts about iShares iBonds Dec 2027 Term Corporate ETF (IBDS) and iShares Floating Rate Bond ETF (FLOT).
IBDS and FLOT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBDS is a passively managed fund by iShares that tracks the performance of the Bloomberg Barclays December 2027 Maturity Corporate Index. It was launched on Sep 14, 2017. FLOT is a passively managed fund by iShares that tracks the performance of the Bloomberg US Floating Rate Notes (<5 Y). It was launched on Jun 14, 2011. Both IBDS and FLOT 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: IBDS or FLOT.
Correlation
The correlation between IBDS and FLOT is 0.11, 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.
Performance
IBDS vs. FLOT - Performance Comparison
Key characteristics
IBDS:
2.07
FLOT:
8.02
IBDS:
3.03
FLOT:
14.45
IBDS:
1.40
FLOT:
4.74
IBDS:
0.84
FLOT:
14.13
IBDS:
9.61
FLOT:
155.45
IBDS:
0.54%
FLOT:
0.04%
IBDS:
2.48%
FLOT:
0.78%
IBDS:
-16.75%
FLOT:
-13.54%
IBDS:
-0.55%
FLOT:
-0.02%
Returns By Period
In the year-to-date period, IBDS achieves a 0.50% return, which is significantly higher than FLOT's 0.39% return.
IBDS
0.50%
0.50%
1.69%
4.63%
1.29%
N/A
FLOT
0.39%
0.39%
3.04%
6.20%
3.10%
2.46%
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IBDS vs. FLOT - Expense Ratio Comparison
IBDS has a 0.10% expense ratio, which is lower than FLOT's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IBDS vs. FLOT — Risk-Adjusted Performance Rank
IBDS
FLOT
IBDS vs. FLOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2027 Term Corporate ETF (IBDS) and iShares Floating Rate Bond ETF (FLOT). 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
IBDS vs. FLOT - Dividend Comparison
IBDS's dividend yield for the trailing twelve months is around 4.00%, less than FLOT's 5.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBDS iShares iBonds Dec 2027 Term Corporate ETF | 4.00% | 4.37% | 3.81% | 2.87% | 2.19% | 2.66% | 3.31% | 3.66% | 0.97% | 0.00% | 0.00% | 0.00% |
FLOT iShares Floating Rate Bond ETF | 5.29% | 5.82% | 5.66% | 2.06% | 0.43% | 1.25% | 2.78% | 2.41% | 1.45% | 0.97% | 0.53% | 0.44% |
Drawdowns
IBDS vs. FLOT - Drawdown Comparison
The maximum IBDS drawdown since its inception was -16.75%, which is greater than FLOT's maximum drawdown of -13.54%. Use the drawdown chart below to compare losses from any high point for IBDS and FLOT. For additional features, visit the drawdowns tool.
Volatility
IBDS vs. FLOT - Volatility Comparison
iShares iBonds Dec 2027 Term Corporate ETF (IBDS) has a higher volatility of 0.45% compared to iShares Floating Rate Bond ETF (FLOT) at 0.13%. This indicates that IBDS's price experiences larger fluctuations and is considered to be riskier than FLOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.