IBDY vs. BESF
IBDY (iShares iBonds Dec 2033 Term Corporate ETF) and BESF (Bastion Energy ETF) are both exchange-traded funds - IBDY is a Corporate Bonds fund tracking the Bloomberg December 2033 Maturity Corporate Index, while BESF is a Energy Equities fund actively managed by Bastion. IBDY is passively managed, while BESF is actively managed. Over the past year, IBDY returned 2.20% vs 58.60% for BESF. Their -0.21 correlation means they have often moved in opposite directions in the past. IBDY charges 0.10%/yr vs 0.80%/yr for BESF.
Performance
IBDY vs. BESF - Performance Comparison
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Returns By Period
In the year-to-date period, IBDY achieves a -0.68% return, which is significantly lower than BESF's 17.62% return.
IBDY
- 1D
- -0.14%
- 1M
- -1.19%
- 6M
- -0.83%
- YTD
- -0.68%
- 1Y
- 2.20%
- 3Y*
- 5.51%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 5.05%
BESF
- 1D
- 1.19%
- 1M
- 2.81%
- 6M
- 7.68%
- YTD
- 17.62%
- 1Y
- 58.60%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 52.80%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $43.42K | $94.04K | $92.36K | |
| $7.71M | $6.01M | $7.19M |
IBDY vs. BESF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IBDY iShares iBonds Dec 2033 Term Corporate ETF | -0.68% | 6.01% |
BESF Bastion Energy ETF | 17.62% | 38.76% |
Correlation
The correlation between IBDY and BESF is -0.25, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.25 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2025 | -0.21 |
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Return for Risk
IBDY vs. BESF — Risk / Return Rank
IBDY
BESF
IBDY vs. BESF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2033 Term Corporate ETF (IBDY) and Bastion Energy ETF (BESF). 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.
| IBDY | BESF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.49 | ||
| Sortino ratioReturn per unit of downside risk | -1.91 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.37 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.07 | 5.06 | -4.00 |
| Martin ratioReturn relative to average drawdown | 2.83 | 11.87 | -9.04 |
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Drawdowns
IBDY vs. BESF - Drawdown Comparison
The maximum IBDY drawdown since its inception was -7.53%, smaller than the maximum BESF drawdown of -10.97%. Use the drawdown chart below to compare losses from any high point for IBDY and BESF.
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Drawdown Indicators
| IBDY | BESF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.53% | -10.97% | +3.44% |
Max Drawdown (1Y)Largest decline over 1 year | -2.84% | -10.97% | +8.13% |
Max Drawdown (3Y)Largest decline over 3 years | -6.13% | — | — |
Current DrawdownCurrent decline from peak | -2.19% | -7.55% | +5.36% |
Average DrawdownAverage peak-to-trough decline | -1.57% | -3.22% | +1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.07% | 4.68% | -3.61% |
Volatility
IBDY vs. BESF - Volatility Comparison
The current volatility for iShares iBonds Dec 2033 Term Corporate ETF (IBDY) is 1.10%, while Bastion Energy ETF (BESF) has a volatility of 7.28%. This indicates that IBDY experiences smaller price fluctuations and is considered to be less risky than BESF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBDY | BESF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.10% | 7.28% | -6.18% |
Volatility (6M)Calculated over the trailing 6-month period | 3.17% | 15.33% | -12.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.12% | 25.02% | -20.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.26% | 24.31% | -18.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.26% | 24.31% | -18.05% |
IBDY vs. BESF - Expense Ratio Comparison
IBDY has a 0.10% expense ratio, which is lower than BESF's 0.80% expense ratio.
Dividends
IBDY vs. BESF - Dividend Comparison
IBDY's dividend yield for the trailing twelve months is around 4.95%, less than BESF's 5.85% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BESF Bastion Energy ETF | 5.85% | 6.39% | 0.00% | 0.00% |
IBDY iShares iBonds Dec 2033 Term Corporate ETF | 4.54% | 4.87% | 5.02% | 2.20% |
Frequently Asked Questions
IBDY and BESF have a correlation of -0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BESF has higher volatility (7.28%) compared to IBDY (1.10%). In terms of maximum drawdown, IBDY dropped -7.53% vs BESF's -10.97%.
On 1-year performance, BESF leads with 58.60% vs 2.20% for IBDY. On fees, IBDY is cheaper at 0.10% per year. On volatility, IBDY has been the lower-risk option at 1.10%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, BESF has performed better with a 58.60% return vs 2.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBDY is cheaper with a 0.10% expense ratio, compared with 0.80% for BESF.
BESF has the higher dividend yield at 5.85%, compared with 4.54% for IBDY.
IBDY is categorized as Corporate Bonds, while BESF is Energy Equities. They also come from different issuers: iShares and Bastion. Their fees differ too: 0.10% for IBDY and 0.80% for BESF.
BESF currently has the higher Sharpe Ratio (2.22 vs 0.74), 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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