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IBDV vs. USD=X
Performance
Return for Risk
Drawdowns
Volatility

Performance

IBDV vs. USD=X - Performance Comparison

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

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Returns By Period


IBDV

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

USD=X

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
0.00%
3Y*
0.00%
5Y*
0.00%
10Y*
0.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBDV vs. USD=X - 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%
USD=X
USD Cash
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

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Return for Risk

IBDV vs. USD=X — 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

USD=X

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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. USD=X - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2030 Term Corporate ETF (IBDV) and USD Cash (USD=X). 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.


IBDVUSD=XDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.29

Calmar ratioReturn relative to maximum drawdown

2.21

Martin ratioReturn relative to average drawdown

7.41

IBDV vs. USD=X - Sharpe Ratio Comparison


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Drawdowns

IBDV vs. USD=X - Drawdown Comparison

The maximum IBDV drawdown since its inception was -21.85%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for IBDV and USD=X.


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Drawdown Indicators


IBDVUSD=XDifference

Max Drawdown

Largest peak-to-trough decline

-21.85%

0.00%

-21.85%

Max Drawdown (1Y)

Largest decline over 1 year

-2.07%

0.00%

-2.07%

Max Drawdown (3Y)

Largest decline over 3 years

-5.64%

0.00%

-5.64%

Max Drawdown (5Y)

Largest decline over 5 years

-21.54%

0.00%

-21.54%

Max Drawdown (10Y)

Largest decline over 10 years

0.00%

Current Drawdown

Current decline from peak

-0.81%

0.00%

-0.81%

Average Drawdown

Average peak-to-trough decline

-7.19%

0.00%

-7.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.62%

0.00%

+0.62%

Volatility

IBDV vs. USD=X - Volatility Comparison

iShares iBonds Dec 2030 Term Corporate ETF (IBDV) has a higher volatility of 0.93% compared to USD Cash (USD=X) at 0.00%. This indicates that IBDV's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IBDVUSD=XDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.93%

0.00%

+0.93%

Volatility (6M)

Calculated over the trailing 6-month period

2.04%

0.00%

+2.04%

Volatility (1Y)

Calculated over the trailing 1-year period

2.87%

0.00%

+2.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.44%

0.00%

+6.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.25%

0.00%

+6.25%

Frequently Asked Questions


IBDV has higher volatility (0.93%) compared to USD=X (0.00%). In terms of maximum drawdown, IBDV dropped -21.85% vs USD=X's 0.00%.

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