IBDT vs. IBDV
IBDT (iShares iBonds Dec 2028 Term Corporate ETF) and IBDV (iShares iBonds Dec 2030 Term Corporate ETF) are both Corporate Bonds funds from iShares - IBDT tracks the Bloomberg December 2028 Maturity Corporate Index while IBDV tracks the Bloomberg December 2030 Maturity Corporate Index. Both are passively managed. Over the past 5 years, IBDT returned 1.25%/yr vs 0.77%/yr for IBDV. Their correlation of 0.89 suggests significant overlap in exposure. Both charge a 0.10% expense ratio.
Performance
IBDT vs. IBDV - Performance Comparison
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Returns By Period
In the year-to-date period, IBDT achieves a 0.92% return, which is significantly higher than IBDV's 0.41% return.
IBDT
- 1D
- 0.02%
- 1M
- 0.45%
- YTD
- 0.92%
- 6M
- 1.33%
- 1Y
- 4.61%
- 3Y*
- 5.76%
- 5Y*
- 1.25%
- 10Y*
- —
IBDV
- 1D
- -0.07%
- 1M
- 0.56%
- YTD
- 0.41%
- 6M
- 0.90%
- 1Y
- 4.79%
- 3Y*
- 5.90%
- 5Y*
- 0.77%
- 10Y*
- —
IBDT vs. IBDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 0.92% | 7.02% | 3.97% | 7.72% | -11.42% | -1.90% | 4.19% |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | 0.41% | 8.19% | 3.42% | 8.51% | -14.67% | -2.64% | 5.22% |
Correlation
The correlation between IBDT and IBDV is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.88 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jun 25, 2020 | 0.89 |
The correlation between IBDT and IBDV has been stable across timeframes, ranging from 0.88 to 0.92 - a consistent structural relationship.
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Return for Risk
IBDT vs. IBDV — Risk / Return Rank
IBDT
IBDV
IBDT vs. IBDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2028 Term Corporate ETF (IBDT) and iShares iBonds Dec 2030 Term Corporate ETF (IBDV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IBDT | IBDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.21 | ||
| Sortino ratioReturn per unit of downside risk | +2.04 | ||
| Omega ratioGain probability vs. loss probability | 1.59 | 1.29 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 4.38 | 2.21 | +2.17 |
| Martin ratioReturn relative to average drawdown | 20.12 | 7.41 | +12.71 |
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Drawdowns
IBDT vs. IBDV - Drawdown Comparison
The maximum IBDT drawdown since its inception was -17.79%, smaller than the maximum IBDV drawdown of -21.85%. Use the drawdown chart below to compare losses from any high point for IBDT and IBDV.
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Drawdown Indicators
| IBDT | IBDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.79% | -21.85% | +4.06% |
Max Drawdown (1Y)Largest decline over 1 year | -1.03% | -2.07% | +1.04% |
Max Drawdown (3Y)Largest decline over 3 years | -3.19% | -5.64% | +2.45% |
Max Drawdown (5Y)Largest decline over 5 years | -17.68% | -21.54% | +3.86% |
Current DrawdownCurrent decline from peak | 0.00% | -0.81% | +0.81% |
Average DrawdownAverage peak-to-trough decline | -4.15% | -7.19% | +3.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.22% | 0.62% | -0.40% |
Volatility
IBDT vs. IBDV - Volatility Comparison
The current volatility for iShares iBonds Dec 2028 Term Corporate ETF (IBDT) is 0.44%, while iShares iBonds Dec 2030 Term Corporate ETF (IBDV) has a volatility of 0.93%. This indicates that IBDT experiences smaller price fluctuations and is considered to be less risky than IBDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBDT | IBDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.44% | 0.93% | -0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 1.07% | 2.04% | -0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.61% | 2.87% | -1.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.07% | 6.44% | -1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.36% | 6.25% | +0.11% |
IBDT vs. IBDV - Expense Ratio Comparison
Both IBDT and IBDV 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%.
Dividends
IBDT vs. IBDV - Dividend Comparison
IBDT's dividend yield for the trailing twelve months is around 4.54%, less than IBDV's 4.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 4.54% | 4.56% | 4.67% | 4.10% | 3.25% | 2.45% | 2.80% | 3.32% | 1.47% |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | 4.59% | 4.57% | 4.69% | 4.09% | 3.02% | 1.99% | 0.90% | 0.00% | 0.00% |
Frequently Asked Questions
IBDT and IBDV have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBDV has higher volatility (0.93%) compared to IBDT (0.44%). In terms of maximum drawdown, IBDT dropped -17.79% vs IBDV's -21.85%.
On 5-year performance, IBDT leads with 1.25% vs 0.77% for IBDV. Both ETFs have the same 0.10% expense ratio. On volatility, IBDT has been the lower-risk option at 0.44%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, IBDT has performed better with a 1.25% return vs 0.77%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBDT and IBDV have the same expense ratio: 0.10% per year.
IBDV has the higher dividend yield at 4.59%, compared with 4.54% for IBDT.
IBDT tracks Bloomberg December 2028 Maturity Corporate Index, while IBDV tracks Bloomberg December 2030 Maturity Corporate Index.
IBDT currently has the higher Sharpe Ratio (2.81 vs 1.59), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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