IBDT vs. IBDQ
Compare and contrast key facts about iShares iBonds Dec 2028 Term Corporate ETF (IBDT) and iShares iBonds Dec 2025 Term Corporate ETF (IBDQ).
IBDT and IBDQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both IBDT and IBDQ 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: IBDT or IBDQ.
Key characteristics
| IBDT | IBDQ | |
|---|---|---|
| YTD Return | 3.50% | 4.45% |
| 1Y Return | 8.22% | 6.33% |
| 3Y Return (Ann) | -0.30% | 1.10% |
| 5Y Return (Ann) | 1.39% | 2.16% |
| Sharpe Ratio | 2.08 | 5.35 |
| Sortino Ratio | 3.13 | 9.10 |
| Omega Ratio | 1.40 | 2.59 |
| Calmar Ratio | 0.73 | 1.47 |
| Martin Ratio | 9.67 | 81.69 |
| Ulcer Index | 0.81% | 0.08% |
| Daily Std Dev | 3.75% | 1.16% |
| Max Drawdown | -17.79% | -15.19% |
| Current Drawdown | -3.37% | 0.00% |
Correlation
The correlation between IBDT and IBDQ is 0.69, 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
IBDT vs. IBDQ - Performance Comparison
In the year-to-date period, IBDT achieves a 3.50% return, which is significantly lower than IBDQ's 4.45% 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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IBDT vs. IBDQ - Expense Ratio Comparison
Both IBDT and IBDQ 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. IBDQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2028 Term Corporate ETF (IBDT) and iShares iBonds Dec 2025 Term Corporate ETF (IBDQ). 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
IBDT vs. IBDQ - Dividend Comparison
IBDT's dividend yield for the trailing twelve months is around 4.62%, more than IBDQ's 3.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 4.62% | 4.10% | 3.24% | 2.45% | 2.80% | 3.33% | 1.48% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
IBDT vs. IBDQ - Drawdown Comparison
The maximum IBDT drawdown since its inception was -17.79%, which is greater than IBDQ's maximum drawdown of -15.19%. Use the drawdown chart below to compare losses from any high point for IBDT and IBDQ. For additional features, visit the drawdowns tool.
Volatility
IBDT vs. IBDQ - Volatility Comparison
iShares iBonds Dec 2028 Term Corporate ETF (IBDT) has a higher volatility of 0.86% compared to iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) at 0.11%. This indicates that IBDT's price experiences larger fluctuations and is considered to be riskier than IBDQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.