IBTH vs. BND
Compare and contrast key facts about iShares iBonds Dec 2027 Term Treasury ETF (IBTH) and Vanguard Total Bond Market ETF (BND).
IBTH and BND are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBTH is a passively managed fund by iShares that tracks the performance of the ICE 2027 Maturity US Treasury Index. It was launched on Feb 25, 2020. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007. Both IBTH and BND 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: IBTH or BND.
Correlation
The correlation between IBTH and BND 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
IBTH vs. BND - Performance Comparison
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Key characteristics
IBTH:
2.51
BND:
0.98
IBTH:
3.96
BND:
1.41
IBTH:
1.50
BND:
1.17
IBTH:
0.55
BND:
0.41
IBTH:
9.21
BND:
2.49
IBTH:
0.64%
BND:
2.07%
IBTH:
2.38%
BND:
5.31%
IBTH:
-16.16%
BND:
-18.84%
IBTH:
-5.36%
BND:
-7.67%
Returns By Period
The year-to-date returns for both stocks are quite close, with IBTH having a 1.94% return and BND slightly lower at 1.86%.
IBTH
1.94%
0.24%
2.58%
5.91%
-0.91%
N/A
BND
1.86%
0.74%
1.04%
5.17%
-0.94%
1.42%
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IBTH vs. BND - Expense Ratio Comparison
IBTH has a 0.07% expense ratio, which is higher than BND'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%.
Risk-Adjusted Performance
IBTH vs. BND — Risk-Adjusted Performance Rank
IBTH
BND
IBTH vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2027 Term Treasury ETF (IBTH) and Vanguard Total Bond Market ETF (BND). 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
IBTH vs. BND - Dividend Comparison
IBTH's dividend yield for the trailing twelve months is around 4.00%, more than BND's 3.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBTH iShares iBonds Dec 2027 Term Treasury ETF | 4.00% | 4.04% | 3.61% | 2.00% | 0.77% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.77% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
IBTH vs. BND - Drawdown Comparison
The maximum IBTH drawdown since its inception was -16.16%, smaller than the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for IBTH and BND. For additional features, visit the drawdowns tool.
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Volatility
IBTH vs. BND - Volatility Comparison
The current volatility for iShares iBonds Dec 2027 Term Treasury ETF (IBTH) is 0.73%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.55%. This indicates that IBTH experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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