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IBDU vs. VWOB
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IBDU and VWOB is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

IBDU vs. VWOB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) and Vanguard Emerging Markets Government Bond ETF (VWOB). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

IBDU:

2.54%

VWOB:

5.50%

Max Drawdown

IBDU:

-0.22%

VWOB:

-0.36%

Current Drawdown

IBDU:

-0.22%

VWOB:

-0.20%

Returns By Period


IBDU

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VWOB

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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IBDU vs. VWOB - Expense Ratio Comparison

IBDU has a 0.10% expense ratio, which is lower than VWOB's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Risk-Adjusted Performance

IBDU vs. VWOB — Risk-Adjusted Performance Rank

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

IBDU
The Risk-Adjusted Performance Rank of IBDU is 8989
Overall Rank
The Sharpe Ratio Rank of IBDU is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of IBDU is 9494
Sortino Ratio Rank
The Omega Ratio Rank of IBDU is 9292
Omega Ratio Rank
The Calmar Ratio Rank of IBDU is 7878
Calmar Ratio Rank
The Martin Ratio Rank of IBDU is 9090
Martin Ratio Rank

VWOB
The Risk-Adjusted Performance Rank of VWOB is 7979
Overall Rank
The Sharpe Ratio Rank of VWOB is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of VWOB is 7979
Sortino Ratio Rank
The Omega Ratio Rank of VWOB is 7878
Omega Ratio Rank
The Calmar Ratio Rank of VWOB is 7272
Calmar Ratio Rank
The Martin Ratio Rank of VWOB is 8383
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IBDU vs. VWOB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2029 Term Corporate ETF (IBDU) and Vanguard Emerging Markets Government Bond ETF (VWOB). 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. VWOB - Dividend Comparison

IBDU's dividend yield for the trailing twelve months is around 0.39%, less than VWOB's 6.34% yield.


TTM20242023202220212020201920182017201620152014
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
0.39%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VWOB
Vanguard Emerging Markets Government Bond ETF
6.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

IBDU vs. VWOB - Drawdown Comparison

The maximum IBDU drawdown since its inception was -0.22%, smaller than the maximum VWOB drawdown of -0.36%. Use the drawdown chart below to compare losses from any high point for IBDU and VWOB. For additional features, visit the drawdowns tool.


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Volatility

IBDU vs. VWOB - Volatility Comparison


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