IBTD vs. VGSH
Compare and contrast key facts about iShares iBonds Dec 2023 Term Treasury ETF (IBTD) and Vanguard Short-Term Treasury ETF (VGSH).
IBTD and VGSH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBTD is a passively managed fund by iShares that tracks the performance of the ICE 2023 Maturity US Treasury Index. It was launched on Feb 25, 2020. VGSH is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 1-3 Year Government Float Adjusted Index. It was launched on Nov 19, 2009. Both IBTD and VGSH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBTD or VGSH.
Key characteristics
| IBTD | VGSH |
|---|
Correlation
The correlation between IBTD and VGSH is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
IBTD vs. VGSH - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IBTD vs. VGSH - Expense Ratio Comparison
IBTD has a 0.07% expense ratio, which is higher than VGSH's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IBTD vs. VGSH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2023 Term Treasury ETF (IBTD) and Vanguard Short-Term Treasury ETF (VGSH). 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.
Dividends
IBTD vs. VGSH - Dividend Comparison
IBTD has not paid dividends to shareholders, while VGSH's dividend yield for the trailing twelve months is around 3.81%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBTD iShares iBonds Dec 2023 Term Treasury ETF | 2.91% | 4.25% | 1.72% | 0.25% | 0.49% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGSH Vanguard Short-Term Treasury ETF | 3.81% | 3.31% | 1.15% | 0.66% | 1.74% | 2.28% | 1.79% | 1.10% | 0.82% | 0.71% | 0.46% | 0.34% |
Drawdowns
IBTD vs. VGSH - Drawdown Comparison
Volatility
IBTD vs. VGSH - Volatility Comparison
The current volatility for iShares iBonds Dec 2023 Term Treasury ETF (IBTD) is 0.00%, while Vanguard Short-Term Treasury ETF (VGSH) has a volatility of 0.58%. This indicates that IBTD experiences smaller price fluctuations and is considered to be less risky than VGSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.