IBDT vs. META
IBDT (iShares iBonds Dec 2028 Term Corporate ETF) is Corporate Bonds fund tracking the Bloomberg December 2028 Maturity Corporate Index, while META (Meta Platforms, Inc.) is a stock. Over the past 5 years, IBDT returned 1.25%/yr vs 11.52%/yr for META. At a 0.13 correlation, their price movements are largely independent.
Performance
IBDT vs. META - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IBDT achieves a 0.92% return, which is significantly higher than META's -14.03% return.
IBDT
- 1D
- 0.02%
- 1M
- 0.45%
- YTD
- 0.92%
- 6M
- 1.33%
- 1Y
- 4.61%
- 3Y*
- 5.76%
- 5Y*
- 1.25%
- 10Y*
- —
META
- 1D
- -0.26%
- 1M
- -7.69%
- YTD
- -14.03%
- 6M
- -11.84%
- 1Y
- -16.71%
- 3Y*
- 28.18%
- 5Y*
- 11.52%
- 10Y*
- 17.39%
IBDT vs. META - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 0.92% | 7.02% | 3.97% | 7.72% | -11.42% | -1.90% | 9.62% | 15.15% | 1.47% |
META Meta Platforms, Inc. | -14.03% | 13.09% | 66.05% | 194.13% | -64.22% | 23.13% | 33.09% | 56.57% | -19.61% |
Correlation
The correlation between IBDT and META is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2018 | 0.13 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IBDT vs. META — Risk / Return Rank
IBDT
META
IBDT vs. META - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2028 Term Corporate ETF (IBDT) and Meta Platforms, Inc. (META). 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 | META | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.31 | ||
| Sortino ratioReturn per unit of downside risk | +5.05 | ||
| Omega ratioGain probability vs. loss probability | 1.59 | 0.93 | +0.66 |
| Calmar ratioReturn relative to maximum drawdown | 4.38 | -0.54 | +4.92 |
| Martin ratioReturn relative to average drawdown | 20.12 | -1.12 | +21.24 |
Loading charts...
Drawdowns
IBDT vs. META - Drawdown Comparison
The maximum IBDT drawdown since its inception was -17.79%, smaller than the maximum META drawdown of -76.74%. Use the drawdown chart below to compare losses from any high point for IBDT and META.
Loading charts...
Drawdown Indicators
| IBDT | META | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.79% | -76.74% | +58.95% |
Max Drawdown (1Y)Largest decline over 1 year | -1.03% | -33.30% | +32.27% |
Max Drawdown (3Y)Largest decline over 3 years | -3.19% | -34.15% | +30.96% |
Max Drawdown (5Y)Largest decline over 5 years | -17.68% | -76.74% | +59.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -76.74% | — |
Current DrawdownCurrent decline from peak | 0.00% | -28.06% | +28.06% |
Average DrawdownAverage peak-to-trough decline | -4.15% | -15.83% | +11.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.22% | 16.06% | -15.84% |
Volatility
IBDT vs. META - Volatility Comparison
The current volatility for iShares iBonds Dec 2028 Term Corporate ETF (IBDT) is 0.44%, while Meta Platforms, Inc. (META) has a volatility of 10.17%. This indicates that IBDT experiences smaller price fluctuations and is considered to be less risky than META based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IBDT | META | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.44% | 10.17% | -9.73% |
Volatility (6M)Calculated over the trailing 6-month period | 1.07% | 26.91% | -25.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.61% | 35.52% | -33.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.07% | 44.04% | -38.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.36% | 38.67% | -32.31% |
Dividends
IBDT vs. META - Dividend Comparison
IBDT's dividend yield for the trailing twelve months is around 4.54%, more than META's 0.37% 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% |
META Meta Platforms, Inc. | 0.37% | 0.32% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBDT and META have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
META has higher volatility (10.17%) compared to IBDT (0.44%). In terms of maximum drawdown, IBDT dropped -17.79% vs META's -76.74%.
IBDT currently has the higher Sharpe Ratio (2.81 vs -0.51), 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.
Find the right allocation for IBDT and META
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer