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IBDU vs. QCON
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBDU vs. QCON - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) and American Century Quality Convertible Securities ETF (QCON). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IBDU

1D
-0.13%
1M
0.12%
YTD
0.54%
6M
0.88%
1Y
4.76%
3Y*
5.73%
5Y*
1.29%
10Y*

QCON

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBDU vs. QCON - Yearly Performance Comparison


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Return for Risk

IBDU vs. QCON — Risk / Return Rank

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

IBDU
IBDU Risk / Return Rank: 6565
Overall Rank
IBDU Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
IBDU Sortino Ratio Rank: 7272
Sortino Ratio Rank
IBDU Omega Ratio Rank: 6767
Omega Ratio Rank
IBDU Calmar Ratio Rank: 6161
Calmar Ratio Rank
IBDU Martin Ratio Rank: 6363
Martin Ratio Rank

QCON
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IBDU vs. QCON - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2029 Term Corporate ETF (IBDU) and American Century Quality Convertible Securities ETF (QCON). 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.


IBDUQCONDifference

Sharpe ratio

Return per unit of total volatility

2.12

Sortino ratio

Return per unit of downside risk

3.29

Omega ratio

Gain probability vs. loss probability

1.41

Calmar ratio

Return relative to maximum drawdown

3.02

Martin ratio

Return relative to average drawdown

11.33

IBDU vs. QCON - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IBDUQCONDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

Drawdowns

IBDU vs. QCON - Drawdown Comparison

The maximum IBDU drawdown since its inception was -19.44%, which is greater than QCON's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for IBDU and QCON.


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Drawdown Indicators


IBDUQCONDifference

Max Drawdown

Largest peak-to-trough decline

-19.44%

0.00%

-19.44%

Max Drawdown (1Y)

Largest decline over 1 year

-1.59%

Max Drawdown (3Y)

Largest decline over 3 years

-4.14%

Max Drawdown (5Y)

Largest decline over 5 years

-19.44%

Current Drawdown

Current decline from peak

-0.54%

0.00%

-0.54%

Average Drawdown

Average peak-to-trough decline

-5.41%

0.00%

-5.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.42%

Volatility

IBDU vs. QCON - Volatility Comparison


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Volatility by Period


IBDUQCONDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.58%

Volatility (6M)

Calculated over the trailing 6-month period

1.49%

Volatility (1Y)

Calculated over the trailing 1-year period

2.26%

0.00%

+2.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.72%

0.00%

+5.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.32%

0.00%

+7.32%

IBDU vs. QCON - Expense Ratio Comparison

IBDU has a 0.10% expense ratio, which is lower than QCON's 0.32% expense ratio.


Dividends

IBDU vs. QCON - Dividend Comparison

IBDU's dividend yield for the trailing twelve months is around 4.66%, while QCON has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
4.66%4.67%4.75%4.21%3.34%2.29%2.42%0.74%
QCON
American Century Quality Convertible Securities ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, IBDU is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBDU is cheaper with a 0.10% expense ratio, compared with 0.32% for QCON.

IBDU has the higher dividend yield at 4.66%, compared with 0.00% for QCON.

They also come from different issuers: iShares and American Century. Their fees differ too: 0.10% for IBDU and 0.32% for QCON.

Portfolio Optimizer

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