IBGK vs. BLTD
IBGK (iShares iBonds Dec 2054 Term Treasury ETF) and BLTD (Bluemonte Long Term Bond ETF) are both Long-Term Bond funds. With a 0.97 correlation, they move nearly in lockstep. IBGK charges 0.07%/yr vs 0.23%/yr for BLTD.
Performance
IBGK vs. BLTD - Performance Comparison
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Returns By Period
In the year-to-date period, IBGK achieves a -0.36% return, which is significantly lower than BLTD's 0.26% return.
IBGK
- 1D
- -0.34%
- 1M
- 0.75%
- YTD
- -0.36%
- 6M
- -1.89%
- 1Y
- 4.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BLTD
- 1D
- -0.32%
- 1M
- 0.87%
- YTD
- 0.26%
- 6M
- -0.57%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBGK vs. BLTD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IBGK iShares iBonds Dec 2054 Term Treasury ETF | -0.36% | 3.02% |
BLTD Bluemonte Long Term Bond ETF | 0.26% | 3.91% |
Correlation
The correlation between IBGK and BLTD is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 24, 2025 | 0.97 |
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Return for Risk
IBGK vs. BLTD — Risk / Return Rank
IBGK
BLTD
IBGK vs. BLTD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2054 Term Treasury ETF (IBGK) and Bluemonte Long Term Bond ETF (BLTD). 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.
| IBGK | BLTD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.09 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.65 | — | — |
| Martin ratioReturn relative to average drawdown | 1.63 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IBGK | BLTD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.65 | -0.63 |
Drawdowns
IBGK vs. BLTD - Drawdown Comparison
The maximum IBGK drawdown since its inception was -14.62%, which is greater than BLTD's maximum drawdown of -4.80%. Use the drawdown chart below to compare losses from any high point for IBGK and BLTD.
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Drawdown Indicators
| IBGK | BLTD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.62% | -4.80% | -9.82% |
Max Drawdown (1Y)Largest decline over 1 year | -7.29% | — | — |
Current DrawdownCurrent decline from peak | -9.19% | -2.48% | -6.71% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -1.57% | -6.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | — | — |
Volatility
IBGK vs. BLTD - Volatility Comparison
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Volatility by Period
| IBGK | BLTD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.70% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 6.20% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 9.36% | 6.84% | +2.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.81% | 6.84% | +4.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.81% | 6.84% | +4.97% |
IBGK vs. BLTD - Expense Ratio Comparison
IBGK has a 0.07% expense ratio, which is lower than BLTD's 0.23% 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
IBGK vs. BLTD - Dividend Comparison
IBGK's dividend yield for the trailing twelve months is around 4.72%, more than BLTD's 3.93% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BLTD Bluemonte Long Term Bond ETF | 3.93% | 2.48% | 0.00% |
IBGK iShares iBonds Dec 2054 Term Treasury ETF | 4.72% | 4.59% | 3.15% |
Frequently Asked Questions
With a correlation of 0.97, IBGK and BLTD move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, IBGK is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBGK is cheaper with a 0.07% expense ratio, compared with 0.23% for BLTD.
IBGK has the higher dividend yield at 4.72%, compared with 3.93% for BLTD.
They also come from different issuers: iShares and Bluemonte. Their fees differ too: 0.07% for IBGK and 0.23% for BLTD.
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