IBDU vs. VTC
Compare and contrast key facts about iShares iBonds Dec 2029 Term Corporate ETF (IBDU) and Vanguard Total Corporate Bond ETF (VTC).
IBDU and VTC 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. VTC is a passively managed fund by Vanguard that tracks the performance of the Bloomberg Barclays U.S. Corporate Bond Index. It was launched on Nov 7, 2017. Both IBDU and VTC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IBDU vs. VTC - Performance Comparison
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IBDU vs. VTC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IBDU iShares iBonds Dec 2029 Term Corporate ETF | 0.13% | 7.59% | 3.62% | 8.67% | -13.04% | -2.05% | 10.38% | 2.22% |
VTC Vanguard Total Corporate Bond ETF | -0.26% | 7.58% | 2.15% | 8.58% | -15.68% | -1.41% | 9.30% | 2.07% |
Returns By Period
In the year-to-date period, IBDU achieves a 0.13% return, which is significantly higher than VTC's -0.26% return.
IBDU
- 1D
- 0.30%
- 1M
- -0.95%
- YTD
- 0.13%
- 6M
- 1.41%
- 1Y
- 5.36%
- 3Y*
- 5.31%
- 5Y*
- 1.51%
- 10Y*
- —
VTC
- 1D
- 0.55%
- 1M
- -1.83%
- YTD
- -0.26%
- 6M
- 0.39%
- 1Y
- 4.99%
- 3Y*
- 4.65%
- 5Y*
- 0.63%
- 10Y*
- —
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IBDU vs. VTC - Expense Ratio Comparison
IBDU has a 0.10% expense ratio, which is higher than VTC's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
IBDU vs. VTC — Risk / Return Rank
IBDU
VTC
IBDU vs. VTC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2029 Term Corporate ETF (IBDU) and Vanguard Total Corporate Bond ETF (VTC). 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.
| IBDU | VTC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.73 | 0.92 | +0.81 |
Sortino ratioReturn per unit of downside risk | 2.46 | 1.28 | +1.18 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.18 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.70 | 1.79 | +0.91 |
Martin ratioReturn relative to average drawdown | 11.85 | 5.39 | +6.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IBDU | VTC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.73 | 0.92 | +0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.09 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.31 | +0.01 |
Correlation
The correlation between IBDU and VTC is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IBDU vs. VTC - Dividend Comparison
IBDU's dividend yield for the trailing twelve months is around 4.67%, less than VTC's 4.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBDU iShares iBonds Dec 2029 Term Corporate ETF | 4.67% | 4.67% | 4.75% | 4.21% | 3.34% | 2.29% | 2.42% | 0.74% | 0.00% | 0.00% |
VTC Vanguard Total Corporate Bond ETF | 4.86% | 4.76% | 4.50% | 3.80% | 3.13% | 2.36% | 2.69% | 3.34% | 3.53% | 0.55% |
Drawdowns
IBDU vs. VTC - Drawdown Comparison
The maximum IBDU drawdown since its inception was -19.44%, smaller than the maximum VTC drawdown of -22.05%. Use the drawdown chart below to compare losses from any high point for IBDU and VTC.
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Drawdown Indicators
| IBDU | VTC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.44% | -22.05% | +2.61% |
Max Drawdown (1Y)Largest decline over 1 year | -1.99% | -2.89% | +0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -19.44% | -22.05% | +2.61% |
Current DrawdownCurrent decline from peak | -0.95% | -1.83% | +0.88% |
Average DrawdownAverage peak-to-trough decline | -5.54% | -5.94% | +0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.45% | 0.96% | -0.51% |
Volatility
IBDU vs. VTC - Volatility Comparison
The current volatility for iShares iBonds Dec 2029 Term Corporate ETF (IBDU) is 0.98%, while Vanguard Total Corporate Bond ETF (VTC) has a volatility of 2.19%. This indicates that IBDU experiences smaller price fluctuations and is considered to be less risky than VTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBDU | VTC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.98% | 2.19% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 1.53% | 3.02% | -1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.11% | 5.44% | -2.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.77% | 7.08% | -1.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.41% | 7.74% | -0.33% |