IBGL vs. BLTD
IBGL (iShares iBonds Dec 2055 Term Treasury ETF) and BLTD (Bluemonte Long Term Bond ETF) are both exchange-traded funds - IBGL is a Government Bonds fund tracking the ICE 2055 Maturity US Treasury Index, while BLTD is a Long-Term Bond fund actively managed by Bluemonte. IBGL is passively managed, while BLTD is actively managed. Over the past year, IBGL returned -2.31% vs -0.23% for BLTD. Their 0.96 correlation means they have historically moved very closely together. IBGL charges 0.07%/yr vs 0.23%/yr for BLTD.
Performance
IBGL vs. BLTD - Performance Comparison
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Returns By Period
In the year-to-date period, IBGL achieves a -3.42% return, which is significantly lower than BLTD's -2.29% return.
IBGL
- 1D
- -0.74%
- 1M
- -3.84%
- 6M
- -3.41%
- YTD
- -3.42%
- 1Y
- -2.31%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -1.84%
BLTD
- 1D
- -0.41%
- 1M
- -3.04%
- 6M
- -2.55%
- YTD
- -2.29%
- 1Y
- -0.23%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 1.25%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $336.09K | $325.12K | $448.15K | |
| $19.50K | $17.67K | $15.64K |
IBGL vs. BLTD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IBGL iShares iBonds Dec 2055 Term Treasury ETF | -3.42% | 3.08% |
BLTD Bluemonte Long Term Bond ETF | -2.29% | 3.76% |
Correlation
The correlation between IBGL and BLTD is 0.96 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.96 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2025 | 0.96 |
The correlation between IBGL and BLTD has been stable across timeframes, ranging from 0.96 to 0.96 - a consistent structural relationship.
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Return for Risk
IBGL vs. BLTD — Risk / Return Rank
IBGL
BLTD
IBGL vs. BLTD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2055 Term Treasury ETF (IBGL) 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.
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.
| IBGL | BLTD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.33 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.03 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 0.17 | -0.31 |
| Martin ratioReturn relative to average drawdown | -0.32 | 0.39 | -0.70 |
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Drawdowns
IBGL vs. BLTD - Drawdown Comparison
The maximum IBGL drawdown since its inception was -9.37%, which is greater than BLTD's maximum drawdown of -4.97%. Use the drawdown chart below to compare losses from any high point for IBGL and BLTD.
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Drawdown Indicators
| IBGL | BLTD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.37% | -4.97% | -4.40% |
Max Drawdown (1Y)Largest decline over 1 year | -7.44% | -4.97% | -2.47% |
Current DrawdownCurrent decline from peak | -7.44% | -4.97% | -2.47% |
Average DrawdownAverage peak-to-trough decline | -4.08% | -1.75% | -2.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 2.19% | +1.19% |
Volatility
IBGL vs. BLTD - Volatility Comparison
iShares iBonds Dec 2055 Term Treasury ETF (IBGL) has a higher volatility of 2.36% compared to Bluemonte Long Term Bond ETF (BLTD) at 1.75%. This indicates that IBGL's price experiences larger fluctuations and is considered to be riskier than BLTD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBGL | BLTD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.36% | 1.75% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 6.51% | 5.21% | +1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.86% | 6.74% | +2.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.36% | 6.82% | +3.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.36% | 6.82% | +3.54% |
IBGL vs. BLTD - Expense Ratio Comparison
IBGL 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
IBGL vs. BLTD - Dividend Comparison
IBGL's dividend yield for the trailing twelve months is around 4.88%, more than BLTD's 4.51% yield.
| Position | TTM | 2025 |
|---|---|---|
BLTD Bluemonte Long Term Bond ETF | 4.51% | 2.48% |
IBGL iShares iBonds Dec 2055 Term Treasury ETF | 4.46% | 3.52% |
Frequently Asked Questions
With a correlation of 0.96, IBGL 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.
IBGL has higher volatility (2.36%) compared to BLTD (1.75%). In terms of maximum drawdown, IBGL dropped -9.37% vs BLTD's -4.97%.
On 1-year performance, BLTD leads with -0.23% vs -2.31% for IBGL. On fees, IBGL is cheaper at 0.07% per year. On volatility, BLTD has been the lower-risk option at 1.75%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, BLTD has performed better with a -0.23% return vs -2.31%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBGL is cheaper with a 0.07% expense ratio, compared with 0.23% for BLTD.
BLTD has the higher dividend yield at 4.51%, compared with 4.46% for IBGL.
IBGL is categorized as Government Bonds, while BLTD is Long-Term Bond. They also come from different issuers: iShares and Bluemonte. Their fees differ too: 0.07% for IBGL and 0.23% for BLTD.
BLTD currently has the higher Sharpe Ratio (0.13 vs -0.12), 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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