PortfoliosLab logo
IBDT vs. BSCT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IBDT and BSCT is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

IBDT vs. BSCT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) and Invesco BulletShares 2029 Corporate Bond ETF (BSCT). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

IBDT:

2.14%

BSCT:

3.42%

Max Drawdown

IBDT:

-0.20%

BSCT:

-0.32%

Current Drawdown

IBDT:

-0.20%

BSCT:

-0.22%

Returns By Period


IBDT

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BSCT

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


IBDT vs. BSCT - Expense Ratio Comparison

Both IBDT and BSCT 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

IBDT vs. BSCT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IBDT
The Risk-Adjusted Performance Rank of IBDT is 9393
Overall Rank
The Sharpe Ratio Rank of IBDT is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of IBDT is 9797
Sortino Ratio Rank
The Omega Ratio Rank of IBDT is 9696
Omega Ratio Rank
The Calmar Ratio Rank of IBDT is 8282
Calmar Ratio Rank
The Martin Ratio Rank of IBDT is 9494
Martin Ratio Rank

BSCT
The Risk-Adjusted Performance Rank of BSCT is 8989
Overall Rank
The Sharpe Ratio Rank of BSCT is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of BSCT is 9494
Sortino Ratio Rank
The Omega Ratio Rank of BSCT is 9292
Omega Ratio Rank
The Calmar Ratio Rank of BSCT is 7878
Calmar Ratio Rank
The Martin Ratio Rank of BSCT is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IBDT vs. BSCT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2028 Term Corporate ETF (IBDT) and Invesco BulletShares 2029 Corporate Bond ETF (BSCT). 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.



Loading data...

Dividends

IBDT vs. BSCT - Dividend Comparison

IBDT's dividend yield for the trailing twelve months is around 4.62%, while BSCT has not paid dividends to shareholders.


TTM2024202320222021202020192018
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
4.62%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

IBDT vs. BSCT - Drawdown Comparison

The maximum IBDT drawdown since its inception was -0.20%, smaller than the maximum BSCT drawdown of -0.32%. Use the drawdown chart below to compare losses from any high point for IBDT and BSCT. For additional features, visit the drawdowns tool.


Loading data...

Volatility

IBDT vs. BSCT - Volatility Comparison


Loading data...