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IBTE vs. XONE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBTE vs. XONE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) and BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IBTE

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

XONE

1D
-0.02%
1M
0.24%
YTD
1.11%
6M
1.47%
1Y
3.85%
3Y*
4.57%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBTE vs. XONE - Yearly Performance Comparison


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Return for Risk

IBTE vs. XONE — Risk / Return Rank

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

IBTE

XONE
XONE Risk / Return Rank: 9999
Overall Rank
XONE Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
XONE Sortino Ratio Rank: 9999
Sortino Ratio Rank
XONE Omega Ratio Rank: 9999
Omega Ratio Rank
XONE Calmar Ratio Rank: 9999
Calmar Ratio Rank
XONE Martin Ratio Rank: 9999
Martin Ratio Rank
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. XONE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2024 Term Treasury ETF (IBTE) and BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE). 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.

IBTE vs. XONE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IBTEXONEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

7.06

Sharpe Ratio (All Time)

Calculated using the full available price history

4.96

Drawdowns

IBTE vs. XONE - Drawdown Comparison

The maximum IBTE drawdown since its inception was 0.00%, smaller than the maximum XONE drawdown of -0.40%. Use the drawdown chart below to compare losses from any high point for IBTE and XONE.


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Drawdown Indicators


IBTEXONEDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-0.40%

+0.40%

Max Drawdown (1Y)

Largest decline over 1 year

-0.16%

Max Drawdown (3Y)

Largest decline over 3 years

-0.28%

Current Drawdown

Current decline from peak

0.00%

-0.02%

+0.02%

Average Drawdown

Average peak-to-trough decline

0.00%

-0.04%

+0.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.03%

Volatility

IBTE vs. XONE - Volatility Comparison


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Volatility by Period


IBTEXONEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.10%

Volatility (6M)

Calculated over the trailing 6-month period

0.34%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

0.55%

-0.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

0.86%

-0.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

0.86%

-0.86%

IBTE vs. XONE - Expense Ratio Comparison

IBTE has a 0.07% expense ratio, which is higher than XONE's 0.03% 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%.


Dividends

IBTE vs. XONE - Dividend Comparison

IBTE has not paid dividends to shareholders, while XONE's dividend yield for the trailing twelve months is around 4.06%.


PositionTTM2025202420232022
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
0.00%0.00%0.00%0.00%0.00%
XONE
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
4.06%4.33%5.21%4.46%1.17%

Frequently Asked Questions


On fees, XONE is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XONE is cheaper with a 0.03% expense ratio, compared with 0.07% for IBTE.

XONE has the higher dividend yield at 4.06%, compared with 0.00% for IBTE.

IBTE tracks ICE 2024 Maturity US Treasury Index, while XONE tracks Bloomberg US Treasury 1 Year Target Duration Index. They also come from different issuers: iShares and BondBloxx. Their fees differ too: 0.07% for IBTE and 0.03% for XONE.

Portfolio Optimizer

Find the right allocation for IBTE and XONE

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