IBDV vs. META
IBDV (iShares iBonds Dec 2030 Term Corporate ETF) is Corporate Bonds fund tracking the Bloomberg December 2030 Maturity Corporate Index, while META (Meta Platforms, Inc.) is a stock. Over the past 5 years, IBDV returned 0.77%/yr vs 11.52%/yr for META. At a 0.17 correlation, their price movements are largely independent.
Performance
IBDV vs. META - Performance Comparison
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Returns By Period
In the year-to-date period, IBDV achieves a 0.41% return, which is significantly higher than META's -14.03% return.
IBDV
- 1D
- -0.07%
- 1M
- 0.56%
- YTD
- 0.41%
- 6M
- 0.90%
- 1Y
- 4.79%
- 3Y*
- 5.90%
- 5Y*
- 0.77%
- 10Y*
- —
META
- 1D
- -0.26%
- 1M
- -7.69%
- YTD
- -14.03%
- 6M
- -11.84%
- 1Y
- -16.71%
- 3Y*
- 28.18%
- 5Y*
- 11.52%
- 10Y*
- 17.39%
IBDV vs. META - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IBDV iShares iBonds Dec 2030 Term Corporate ETF | 0.41% | 8.19% | 3.42% | 8.51% | -14.67% | -2.64% | 5.22% |
META Meta Platforms, Inc. | -14.03% | 13.09% | 66.05% | 194.13% | -64.22% | 23.13% | 16.73% |
Correlation
The correlation between IBDV and META is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jun 25, 2020 | 0.17 |
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Return for Risk
IBDV vs. META — Risk / Return Rank
IBDV
META
IBDV vs. META - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2030 Term Corporate ETF (IBDV) and Meta Platforms, Inc. (META). 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.
| IBDV | META | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.10 | ||
| Sortino ratioReturn per unit of downside risk | +3.01 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 0.93 | +0.36 |
| Calmar ratioReturn relative to maximum drawdown | 2.21 | -0.54 | +2.75 |
| Martin ratioReturn relative to average drawdown | 7.41 | -1.12 | +8.53 |
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Drawdowns
IBDV vs. META - Drawdown Comparison
The maximum IBDV drawdown since its inception was -21.85%, smaller than the maximum META drawdown of -76.74%. Use the drawdown chart below to compare losses from any high point for IBDV and META.
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Drawdown Indicators
| IBDV | META | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.85% | -76.74% | +54.89% |
Max Drawdown (1Y)Largest decline over 1 year | -2.07% | -33.30% | +31.23% |
Max Drawdown (3Y)Largest decline over 3 years | -5.64% | -34.15% | +28.51% |
Max Drawdown (5Y)Largest decline over 5 years | -21.54% | -76.74% | +55.20% |
Max Drawdown (10Y)Largest decline over 10 years | — | -76.74% | — |
Current DrawdownCurrent decline from peak | -0.81% | -28.06% | +27.25% |
Average DrawdownAverage peak-to-trough decline | -7.19% | -15.83% | +8.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.62% | 16.06% | -15.44% |
Volatility
IBDV vs. META - Volatility Comparison
The current volatility for iShares iBonds Dec 2030 Term Corporate ETF (IBDV) is 0.93%, while Meta Platforms, Inc. (META) has a volatility of 10.17%. This indicates that IBDV experiences smaller price fluctuations and is considered to be less risky than META based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBDV | META | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.93% | 10.17% | -9.24% |
Volatility (6M)Calculated over the trailing 6-month period | 2.04% | 26.91% | -24.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.87% | 35.52% | -32.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.44% | 44.04% | -37.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.25% | 38.67% | -32.42% |
Dividends
IBDV vs. META - Dividend Comparison
IBDV's dividend yield for the trailing twelve months is around 4.59%, more than META's 0.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
IBDV iShares iBonds Dec 2030 Term Corporate ETF | 4.59% | 4.57% | 4.69% | 4.09% | 3.02% | 1.99% | 0.90% |
META Meta Platforms, Inc. | 0.37% | 0.32% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBDV and META have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
META has higher volatility (10.17%) compared to IBDV (0.93%). In terms of maximum drawdown, IBDV dropped -21.85% vs META's -76.74%.
IBDV currently has the higher Sharpe Ratio (1.59 vs -0.51), 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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