IBGA vs. DDV
IBGA (iShares iBonds Dec 2044 Term Treasury ETF) and DDV (Defined Duration 5 ETF) are both Intermediate Core Bond funds. IBGA is passively managed, while DDV is actively managed. A 0.63 correlation means they provide meaningful diversification when combined. IBGA charges 0.07%/yr vs 0.25%/yr for DDV.
Performance
IBGA vs. DDV - Performance Comparison
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Returns By Period
In the year-to-date period, IBGA achieves a -1.28% return, which is significantly lower than DDV's 2.14% return.
IBGA
- 1D
- -0.46%
- 1M
- -1.30%
- 6M
- -1.83%
- YTD
- -1.28%
- 1Y
- 3.10%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DDV
- 1D
- -0.23%
- 1M
- -0.14%
- 6M
- 1.64%
- YTD
- 2.14%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBGA vs. DDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IBGA iShares iBonds Dec 2044 Term Treasury ETF | -1.28% | -1.51% |
DDV Defined Duration 5 ETF | 2.14% | 0.47% |
Correlation
The correlation between IBGA and DDV is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 13, 2025 | 0.63 |
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Return for Risk
IBGA vs. DDV — Risk / Return Rank
IBGA
DDV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IBGA vs. DDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2044 Term Treasury ETF (IBGA) and Defined Duration 5 ETF (DDV). 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.
| IBGA | DDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.07 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.47 | — | — |
| Martin ratioReturn relative to average drawdown | 1.18 | — | — |
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Drawdowns
IBGA vs. DDV - Drawdown Comparison
The maximum IBGA drawdown since its inception was -11.69%, which is greater than DDV's maximum drawdown of -1.92%. Use the drawdown chart below to compare losses from any high point for IBGA and DDV.
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Drawdown Indicators
| IBGA | DDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.69% | -1.92% | -9.77% |
Max Drawdown (1Y)Largest decline over 1 year | -6.60% | — | — |
Current DrawdownCurrent decline from peak | -5.53% | -0.49% | -5.04% |
Average DrawdownAverage peak-to-trough decline | -5.00% | -0.34% | -4.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | — | — |
Volatility
IBGA vs. DDV - Volatility Comparison
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Volatility by Period
| IBGA | DDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.47% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 5.98% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 7.93% | 2.68% | +5.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.79% | 2.68% | +7.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.79% | 2.68% | +7.11% |
IBGA vs. DDV - Expense Ratio Comparison
IBGA has a 0.07% expense ratio, which is lower than DDV's 0.25% 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%.
Dividends
IBGA vs. DDV - Dividend Comparison
IBGA's dividend yield for the trailing twelve months is around 4.72%, more than DDV's 1.63% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
DDV Defined Duration 5 ETF | 1.63% | 0.42% | 0.00% |
IBGA iShares iBonds Dec 2044 Term Treasury ETF | 4.72% | 4.49% | 2.03% |
Frequently Asked Questions
IBGA and DDV have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBGA is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBGA is cheaper with a 0.07% expense ratio, compared with 0.25% for DDV.
IBGA has the higher dividend yield at 4.72%, compared with 1.63% for DDV.
They also come from different issuers: iShares and Discipline Funds. Their fees differ too: 0.07% for IBGA and 0.25% for DDV.
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