IBTE vs. TLT
Compare and contrast key facts about iShares iBonds Dec 2024 Term Treasury ETF (IBTE) and iShares 20+ Year Treasury Bond ETF (TLT).
IBTE and TLT 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. TLT is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 20+ Year Treasury Bond Index. It was launched on Jul 26, 2002. Both IBTE and TLT 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: IBTE or TLT.
Correlation
The correlation between IBTE and TLT is -0.01. 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
IBTE vs. TLT - Performance Comparison
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Key characteristics
Returns By Period
IBTE
N/A
N/A
N/A
N/A
N/A
N/A
TLT
1.08%
1.10%
-3.86%
0.64%
-9.36%
-0.54%
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IBTE vs. TLT - Expense Ratio Comparison
IBTE has a 0.07% expense ratio, which is lower than TLT's 0.15% 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%.
Risk-Adjusted Performance
IBTE vs. TLT — Risk-Adjusted Performance Rank
IBTE
TLT
IBTE vs. TLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2024 Term Treasury ETF (IBTE) and iShares 20+ Year Treasury Bond ETF (TLT). 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.
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Dividends
IBTE vs. TLT - Dividend Comparison
IBTE has not paid dividends to shareholders, while TLT's dividend yield for the trailing twelve months is around 4.35%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBTE iShares iBonds Dec 2024 Term Treasury ETF | 3.08% | 4.60% | 4.23% | 2.00% | 0.47% | 0.54% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TLT iShares 20+ Year Treasury Bond ETF | 4.35% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% |
Drawdowns
IBTE vs. TLT - Drawdown Comparison
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Volatility
IBTE vs. TLT - Volatility Comparison
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