Correlation
The correlation between IBDU and TDIV is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
IBDU vs. TDIV
Compare and contrast key facts about iShares iBonds Dec 2029 Term Corporate ETF (IBDU) and First Trust NASDAQ Technology Dividend Index Fund (TDIV).
IBDU and TDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBDU is a passively managed fund by iShares that tracks the performance of the Bloomberg December 2029 Maturity Corporate Index. It was launched on Sep 17, 2019. TDIV is a passively managed fund by First Trust that tracks the performance of the NASDAQ Technology Dividend Index. It was launched on Aug 14, 2012. Both IBDU and TDIV 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: IBDU or TDIV.
Performance
IBDU vs. TDIV - Performance Comparison
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Key characteristics
IBDU:
1.95
TDIV:
0.62
IBDU:
3.08
TDIV:
1.02
IBDU:
1.41
TDIV:
1.14
IBDU:
1.00
TDIV:
0.67
IBDU:
8.38
TDIV:
2.36
IBDU:
0.99%
TDIV:
6.47%
IBDU:
3.93%
TDIV:
25.05%
IBDU:
-19.44%
TDIV:
-31.97%
IBDU:
-1.05%
TDIV:
-2.02%
Returns By Period
In the year-to-date period, IBDU achieves a 3.30% return, which is significantly lower than TDIV's 4.83% return.
IBDU
3.30%
0.75%
2.55%
7.59%
4.28%
1.02%
N/A
TDIV
4.83%
8.53%
2.38%
15.44%
16.14%
16.92%
14.06%
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IBDU vs. TDIV - Expense Ratio Comparison
IBDU has a 0.10% expense ratio, which is lower than TDIV's 0.50% expense ratio.
Risk-Adjusted Performance
IBDU vs. TDIV — Risk-Adjusted Performance Rank
IBDU
TDIV
IBDU vs. TDIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2029 Term Corporate ETF (IBDU) and First Trust NASDAQ Technology Dividend Index Fund (TDIV). 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.
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Dividends
IBDU vs. TDIV - Dividend Comparison
IBDU's dividend yield for the trailing twelve months is around 5.15%, more than TDIV's 1.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBDU iShares iBonds Dec 2029 Term Corporate ETF | 5.15% | 4.75% | 4.21% | 3.34% | 2.29% | 2.42% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TDIV First Trust NASDAQ Technology Dividend Index Fund | 1.62% | 1.59% | 1.74% | 2.51% | 1.76% | 2.08% | 2.27% | 2.96% | 2.27% | 2.45% | 2.52% | 2.80% |
Drawdowns
IBDU vs. TDIV - Drawdown Comparison
The maximum IBDU drawdown since its inception was -19.44%, smaller than the maximum TDIV drawdown of -31.97%. Use the drawdown chart below to compare losses from any high point for IBDU and TDIV.
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Volatility
IBDU vs. TDIV - Volatility Comparison
The current volatility for iShares iBonds Dec 2029 Term Corporate ETF (IBDU) is 0.92%, while First Trust NASDAQ Technology Dividend Index Fund (TDIV) has a volatility of 5.87%. This indicates that IBDU experiences smaller price fluctuations and is considered to be less risky than TDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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