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IBTG vs. BSCQ
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between IBTG and BSCQ is -0.02. 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

IBTG vs. BSCQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2026 Term Treasury ETF (IBTG) and Invesco BulletShares 2026 Corporate Bond ETF (BSCQ). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

IBTG:

3.86

BSCQ:

4.20

Sortino Ratio

IBTG:

6.65

BSCQ:

6.75

Omega Ratio

IBTG:

1.91

BSCQ:

2.00

Calmar Ratio

IBTG:

0.71

BSCQ:

1.46

Martin Ratio

IBTG:

21.21

BSCQ:

38.10

Ulcer Index

IBTG:

0.26%

BSCQ:

0.16%

Daily Std Dev

IBTG:

1.45%

BSCQ:

1.45%

Max Drawdown

IBTG:

-13.62%

BSCQ:

-16.50%

Current Drawdown

IBTG:

-2.60%

BSCQ:

0.00%

Returns By Period

In the year-to-date period, IBTG achieves a 1.52% return, which is significantly lower than BSCQ's 1.80% return.


IBTG

YTD

1.52%

1M

0.25%

6M

2.38%

1Y

5.57%

5Y*

-0.34%

10Y*

N/A

BSCQ

YTD

1.80%

1M

0.71%

6M

2.37%

1Y

6.05%

5Y*

1.80%

10Y*

N/A

*Annualized

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IBTG vs. BSCQ - Expense Ratio Comparison

IBTG has a 0.07% expense ratio, which is lower than BSCQ's 0.10% 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

IBTG vs. BSCQ — Risk-Adjusted Performance Rank

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

IBTG
The Risk-Adjusted Performance Rank of IBTG is 9393
Overall Rank
The Sharpe Ratio Rank of IBTG is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of IBTG is 9999
Sortino Ratio Rank
The Omega Ratio Rank of IBTG is 9898
Omega Ratio Rank
The Calmar Ratio Rank of IBTG is 7171
Calmar Ratio Rank
The Martin Ratio Rank of IBTG is 9898
Martin Ratio Rank

BSCQ
The Risk-Adjusted Performance Rank of BSCQ is 9797
Overall Rank
The Sharpe Ratio Rank of BSCQ is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of BSCQ is 9999
Sortino Ratio Rank
The Omega Ratio Rank of BSCQ is 9898
Omega Ratio Rank
The Calmar Ratio Rank of BSCQ is 8989
Calmar Ratio Rank
The Martin Ratio Rank of BSCQ is 9898
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

IBTG vs. BSCQ - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2026 Term Treasury ETF (IBTG) and Invesco BulletShares 2026 Corporate Bond ETF (BSCQ). 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.


The current IBTG Sharpe Ratio is 3.86, which is comparable to the BSCQ Sharpe Ratio of 4.20. The chart below compares the historical Sharpe Ratios of IBTG and BSCQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

IBTG vs. BSCQ - Dividend Comparison

IBTG's dividend yield for the trailing twelve months is around 4.09%, less than BSCQ's 4.17% yield.


TTM202420232022202120202019201820172016
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
4.09%4.08%3.61%2.06%0.66%0.53%0.00%0.00%0.00%0.00%
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
4.17%4.05%3.53%2.54%1.91%2.42%3.19%3.33%2.92%0.69%

Drawdowns

IBTG vs. BSCQ - Drawdown Comparison

The maximum IBTG drawdown since its inception was -13.62%, smaller than the maximum BSCQ drawdown of -16.50%. Use the drawdown chart below to compare losses from any high point for IBTG and BSCQ. For additional features, visit the drawdowns tool.


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Volatility

IBTG vs. BSCQ - Volatility Comparison

iShares iBonds Dec 2026 Term Treasury ETF (IBTG) and Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) have volatilities of 0.31% and 0.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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