IBTE vs. THTA

Last updated Apr 2, 2026

Compare and contrast key facts about iShares iBonds Dec 2024 Term Treasury ETF (IBTE) and SoFi Enhanced Yield ETF (THTA).

IBTE and THTA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBTE is a passively managed fund by iShares that tracks the performance of the ICE 2024 Maturity US Treasury Index. It was launched on Feb 25, 2020. THTA is an actively managed fund by SoFi. It was launched on Nov 14, 2023.

Performance

IBTE vs. THTA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) and SoFi Enhanced Yield ETF (THTA). The values are adjusted to include any dividend payments, if applicable.

IBTE vs. THTA - Yearly Performance Comparison

	2026 (YTD)
IBTE iShares iBonds Dec 2024 Term Treasury ETF	0.00%
THTA SoFi Enhanced Yield ETF	2.89%

Returns By Period

IBTE

• 1D: 0.00%
• 1M: 0.00%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

THTA

• 1D: 0.52%
• 1M: 1.63%
• YTD: 4.64%
• 6M: 8.53%
• 1Y: -7.48%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IBTE vs. THTA - Expense Ratio Comparison

IBTE has a 0.07% expense ratio, which is lower than THTA's 0.49% expense ratio.

THTA

SoFi Enhanced Yield ETF

IBTE

iShares iBonds Dec 2024 Term Treasury ETF

Return for Risk

IBTE vs. THTA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

THTA

THTA Risk / Return Rank: 7
THTA Sharpe Ratio Rank: 7
THTA Sortino Ratio Rank: 8
THTA Omega Ratio Rank: 5
THTA Calmar Ratio Rank: 8
THTA Martin Ratio Rank: 9

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IBTE vs. THTA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2024 Term Treasury ETF (IBTE) and SoFi Enhanced Yield ETF (THTA). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	IBTE	THTA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.26	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.04	—

Dividends

IBTE vs. THTA - Dividend Comparison

IBTE has not paid dividends to shareholders, while THTA's dividend yield for the trailing twelve months is around 11.57%.

	TTM	2025	2024	2023
IBTE iShares iBonds Dec 2024 Term Treasury ETF	0.00%	0.00%	0.00%	0.00%
THTA SoFi Enhanced Yield ETF	11.57%	12.66%	12.44%	0.58%

Drawdowns

IBTE vs. THTA - Drawdown Comparison

The maximum IBTE drawdown since its inception was 0.00%, smaller than the maximum THTA drawdown of -31.41%. Use the drawdown chart below to compare losses from any high point for IBTE and THTA.

Drawdown Indicators

	IBTE	THTA	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-31.41%	+31.41%
Max Drawdown (1Y) Largest decline over 1 year	—	-30.83%	—
Current Drawdown Current decline from peak	0.00%	-8.73%	+8.73%
Average Drawdown Average peak-to-trough decline	0.00%	-7.51%	+7.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	15.68%	—

Volatility

Volatility by Period

	IBTE	THTA	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.72%	—
Volatility (6M) Calculated over the trailing 6-month period	—	5.40%	—
Volatility (1Y) Calculated over the trailing 1-year period	0.00%	29.10%	-29.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.00%	20.96%	-20.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.00%	20.96%	-20.96%