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IBDV vs. FIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IBDV vs. FIX

Last updated Jun 14, 2026

IBDV (iShares iBonds Dec 2030 Term Corporate ETF) is Corporate Bonds fund tracking the Bloomberg December 2030 Maturity Corporate Index, while FIX (Comfort Systems USA, Inc.) is a stock. Over the past 5 years, IBDV returned 0.77%/yr vs 86.97%/yr for FIX. At a 0.11 correlation, their price movements are largely independent.

Performance

IBDV vs. FIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) and Comfort Systems USA, Inc. (FIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IBDV achieves a 0.41% return, which is significantly lower than FIX's 101.37% return.

IBDV

1D
-0.07%
1M
0.56%
YTD
0.41%
6M
0.90%
1Y
4.79%
3Y*
5.90%
5Y*
0.77%
10Y*
—

FIX

1D
1.85%
1M
-5.78%
YTD
101.37%
6M
94.15%
1Y
281.93%
3Y*
128.82%
5Y*
86.97%
10Y*
51.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBDV vs. FIX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
IBDV
iShares iBonds Dec 2030 Term Corporate ETF		0.41%8.19%3.42%8.51%-14.67%-2.64%5.22%
FIX
Comfort Systems USA, Inc.		101.37%120.86%106.89%79.62%16.98%88.98%41.25%

Correlation

The correlation between IBDV and FIX is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.21

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (5Y)
Calculated over the trailing 5-year period

0.13

Correlation (All Time)
Calculated using the full available price history since Jun 25, 2020

0.11

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares iBonds Dec 2030 Term Corporate ETF

Comfort Systems USA, Inc.

Often compared with IBDV:
IBDV vs. SGOVIBDV vs. IBTKIBDV vs. BSCUIBDV vs. VOOIBDV vs. ^GSPCIBDV vs. AGGIBDV vs. SPIB
Often compared with FIX:
FIX vs. NVDAFIX vs. CLSFIX vs. IESCFIX vs. SPYFIX vs. AAONFIX vs. HWKNFIX vs. ATKR

Return for Risk

IBDV vs. FIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IBDV
IBDV Risk / Return Rank: 5353
Overall Rank
IBDV Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
IBDV Sortino Ratio Rank: 6060
Sortino Ratio Rank
IBDV Omega Ratio Rank: 5252
Omega Ratio Rank
IBDV Calmar Ratio Rank: 5050
Calmar Ratio Rank
IBDV Martin Ratio Rank: 5050
Martin Ratio Rank
FIX
FIX Risk / Return Rank: 9999
Overall Rank
FIX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
FIX Sortino Ratio Rank: 9898
Sortino Ratio Rank
FIX Omega Ratio Rank: 9797
Omega Ratio Rank
FIX Calmar Ratio Rank: 9999
Calmar Ratio Rank
FIX Martin Ratio Rank: 9999
Martin Ratio Rank
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.

IBDV vs. FIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2030 Term Corporate ETF (IBDV) and Comfort Systems USA, Inc. (FIX). 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.

IBDVFIXDifference
Sharpe ratioReturn per unit of total volatility
1.59
5.13

-3.54

Sortino ratioReturn per unit of downside risk
2.47
4.93

-2.46

Omega ratioGain probability vs. loss probability

1.29

1.66

-0.37

Calmar ratioReturn relative to maximum drawdown

2.21

17.58

-15.38

Martin ratioReturn relative to average drawdown

7.41

59.47

-52.06

IBDV vs. FIX - Sharpe Ratio Comparison

The current IBDV Sharpe Ratio is 1.59, which is lower than the FIX Sharpe Ratio of 5.13. The chart below compares the historical Sharpe Ratios of IBDV and FIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

IBDV vs. FIX - Drawdown Comparison

The maximum IBDV drawdown since its inception was -21.85%, smaller than the maximum FIX drawdown of -93.36%. Use the drawdown chart below to compare losses from any high point for IBDV and FIX.

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Drawdown Indicators

IBDVFIXDifference

Max Drawdown

Largest peak-to-trough decline

-21.85%

-93.36%

+71.51%

Max Drawdown (1Y)

Largest decline over 1 year

-2.07%

-15.78%

+13.71%

Max Drawdown (3Y)

Largest decline over 3 years

-5.64%

-46.05%

+40.41%

Max Drawdown (5Y)

Largest decline over 5 years

-21.54%

-46.05%

+24.51%

Max Drawdown (10Y)

Largest decline over 10 years

—

-49.68%

—

Current Drawdown

Current decline from peak

-0.81%

-8.03%

+7.22%

Average Drawdown

Average peak-to-trough decline

-7.19%

-38.06%

+30.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.62%

4.66%

-4.04%

Volatility

IBDV vs. FIX - Volatility Comparison

The current volatility for iShares iBonds Dec 2030 Term Corporate ETF (IBDV) is 0.93%, while Comfort Systems USA, Inc. (FIX) has a volatility of 15.34%. This indicates that IBDV experiences smaller price fluctuations and is considered to be less risky than FIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IBDVFIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.93%

15.34%

-14.41%

Volatility (6M)

Calculated over the trailing 6-month period

2.04%

38.30%

-36.26%

Volatility (1Y)

Calculated over the trailing 1-year period

2.87%

54.05%

-51.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.44%

44.66%

-38.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.25%

42.44%

-36.19%

Dividends

IBDV vs. FIX - Dividend Comparison

IBDV's dividend yield for the trailing twelve months is around 4.59%, more than FIX's 0.14% yield.

PositionTTM20252024202320222021202020192018201720162015
FIX
Comfort Systems USA, Inc.		0.14%0.21%0.28%0.41%0.49%0.49%0.81%0.79%0.76%0.68%0.83%0.88%
IBDV
iShares iBonds Dec 2030 Term Corporate ETF		4.59%4.57%4.69%4.09%3.02%1.99%0.90%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

IBDV and FIX have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FIX has higher volatility (15.34%) compared to IBDV (0.93%). In terms of maximum drawdown, IBDV dropped -21.85% vs FIX's -93.36%.

FIX currently has the higher Sharpe Ratio (5.13 vs 1.59), 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.

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