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IBTF vs. IMF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBTF vs. IMF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2025 Term Treasury ETF (IBTF) and Invesco Managed Futures Strategy ETF (IMF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IBTF

1D
0.00%
1M
0.00%
6M
0.00%
YTD
0.00%
1Y
1.65%
3Y*
3.81%
5Y*
0.89%
10Y*

IMF

1D
0.64%
1M
-0.25%
6M
8.89%
YTD
11.87%
1Y
18.83%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBTF vs. IMF - Yearly Performance Comparison


Correlation

The correlation between IBTF and IMF is -0.13, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.13

Correlation (All Time)
Calculated using the full available price history since Mar 19, 2025

-0.12

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Return for Risk

IBTF vs. IMF — Risk / Return Rank

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

IBTF
IBTF Risk / Return Rank: 9999
Overall Rank
IBTF Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
IBTF Sortino Ratio Rank: 9999
Sortino Ratio Rank
IBTF Omega Ratio Rank: 9999
Omega Ratio Rank
IBTF Calmar Ratio Rank: 9999
Calmar Ratio Rank
IBTF Martin Ratio Rank: 9999
Martin Ratio Rank

IMF
IMF Risk / Return Rank: 7575
Overall Rank
IMF Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
IMF Sortino Ratio Rank: 6363
Sortino Ratio Rank
IMF Omega Ratio Rank: 7575
Omega Ratio Rank
IMF Calmar Ratio Rank: 8989
Calmar Ratio Rank
IMF Martin Ratio Rank: 8282
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.

IBTF vs. IMF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2025 Term Treasury ETF (IBTF) and Invesco Managed Futures Strategy ETF (IMF). 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.


IBTFIMFDifference
Sharpe ratioReturn per unit of total volatility

+4.74

Sortino ratioReturn per unit of downside risk

+19.03

Omega ratioGain probability vs. loss probability

7.23

1.35

+5.88

Calmar ratioReturn relative to maximum drawdown

48.22

4.19

+44.04

Martin ratioReturn relative to average drawdown

279.88

12.77

+267.11

IBTF vs. IMF - Sharpe Ratio Comparison

The current IBTF Sharpe Ratio is 6.54, which is higher than the IMF Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of IBTF and IMF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

IBTF vs. IMF - Drawdown Comparison

The maximum IBTF drawdown since its inception was -10.45%, smaller than the maximum IMF drawdown of -15.29%. Use the drawdown chart below to compare losses from any high point for IBTF and IMF.


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Drawdown Indicators


IBTFIMFDifference

Max Drawdown

Largest peak-to-trough decline

-10.45%

-15.29%

+4.84%

Max Drawdown (1Y)

Largest decline over 1 year

-0.04%

-4.54%

+4.50%

Max Drawdown (3Y)

Largest decline over 3 years

-0.43%

Max Drawdown (5Y)

Largest decline over 5 years

-9.53%

Current Drawdown

Current decline from peak

0.00%

-2.75%

+2.75%

Average Drawdown

Average peak-to-trough decline

-3.27%

-8.13%

+4.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.01%

1.48%

-1.47%

Volatility

IBTF vs. IMF - Volatility Comparison

The current volatility for iShares iBonds Dec 2025 Term Treasury ETF (IBTF) is 0.00%, while Invesco Managed Futures Strategy ETF (IMF) has a volatility of 2.83%. This indicates that IBTF experiences smaller price fluctuations and is considered to be less risky than IMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IBTFIMFDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

2.83%

-2.83%

Volatility (6M)

Calculated over the trailing 6-month period

0.12%

9.23%

-9.11%

Volatility (1Y)

Calculated over the trailing 1-year period

0.32%

10.57%

-10.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.36%

12.36%

-10.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.54%

12.36%

-9.82%

IBTF vs. IMF - Expense Ratio Comparison

IBTF has a 0.07% expense ratio, which is lower than IMF's 0.65% expense ratio.


Dividends

IBTF vs. IMF - Dividend Comparison

IBTF's dividend yield for the trailing twelve months is around 1.72%, more than IMF's 0.90% yield.


PositionTTM202520242023202220212020
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
1.72%3.83%4.32%4.03%1.93%0.57%0.59%
IMF
Invesco Managed Futures Strategy ETF
0.90%1.01%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IBTF and IMF have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IMF has higher volatility (2.83%) compared to IBTF (0.00%). In terms of maximum drawdown, IBTF dropped -10.45% vs IMF's -15.29%.

On 1-year performance, IMF leads with 18.83% vs 1.65% for IBTF. On fees, IBTF is cheaper at 0.07% per year. On volatility, IBTF has been the lower-risk option at 0.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, IMF has performed better with a 18.83% return vs 1.65%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IBTF is cheaper with a 0.07% expense ratio, compared with 0.65% for IMF.

IBTF has the higher dividend yield at 1.72%, compared with 0.90% for IMF.

IBTF is categorized as Government Bonds, while IMF is Systematic Trend. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.07% for IBTF and 0.65% for IMF.

IBTF currently has the higher Sharpe Ratio (6.54 vs 1.80), 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.

Portfolio Optimizer

Find the right allocation for IBTF and IMF

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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