IBTH vs. META
IBTH (iShares iBonds Dec 2027 Term Treasury ETF) is Government Bonds fund tracking the ICE 2027 Maturity US Treasury Index, while META (Meta Platforms, Inc.) is a stock. Over the past 5 years, IBTH returned 0.42%/yr vs 11.52%/yr for META. At a 0.02 correlation, their price movements are largely independent.
Performance
IBTH vs. META - Performance Comparison
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Returns By Period
In the year-to-date period, IBTH achieves a 1.03% return, which is significantly higher than META's -14.03% return.
IBTH
- 1D
- -0.02%
- 1M
- 0.23%
- YTD
- 1.03%
- 6M
- 1.29%
- 1Y
- 3.81%
- 3Y*
- 4.16%
- 5Y*
- 0.42%
- 10Y*
- —
META
- 1D
- -0.26%
- 1M
- -7.69%
- YTD
- -14.03%
- 6M
- -11.84%
- 1Y
- -16.71%
- 3Y*
- 28.18%
- 5Y*
- 11.52%
- 10Y*
- 17.39%
IBTH vs. META - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IBTH iShares iBonds Dec 2027 Term Treasury ETF | 1.03% | 5.29% | 3.22% | 4.38% | -9.75% | -3.43% | 4.20% |
META Meta Platforms, Inc. | -14.03% | 13.09% | 66.05% | 194.13% | -64.22% | 23.13% | 43.96% |
Correlation
The correlation between IBTH and META is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.03 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2020 | 0.02 |
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Return for Risk
IBTH vs. META — Risk / Return Rank
IBTH
META
IBTH vs. META - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2027 Term Treasury ETF (IBTH) and Meta Platforms, Inc. (META). 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.
| IBTH | META | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +4.25 | ||
| Sortino ratioReturn per unit of downside risk | +7.80 | ||
| Omega ratioGain probability vs. loss probability | 1.96 | 0.93 | +1.03 |
| Calmar ratioReturn relative to maximum drawdown | 10.03 | -0.54 | +10.57 |
| Martin ratioReturn relative to average drawdown | 41.28 | -1.12 | +42.40 |
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Drawdowns
IBTH vs. META - Drawdown Comparison
The maximum IBTH drawdown since its inception was -16.16%, smaller than the maximum META drawdown of -76.74%. Use the drawdown chart below to compare losses from any high point for IBTH and META.
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Drawdown Indicators
| IBTH | META | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.16% | -76.74% | +60.58% |
Max Drawdown (1Y)Largest decline over 1 year | -0.38% | -33.30% | +32.92% |
Max Drawdown (3Y)Largest decline over 3 years | -2.09% | -34.15% | +32.06% |
Max Drawdown (5Y)Largest decline over 5 years | -14.41% | -76.74% | +62.33% |
Max Drawdown (10Y)Largest decline over 10 years | — | -76.74% | — |
Current DrawdownCurrent decline from peak | -1.25% | -28.06% | +26.81% |
Average DrawdownAverage peak-to-trough decline | -6.69% | -15.83% | +9.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.09% | 16.06% | -15.97% |
Volatility
IBTH vs. META - Volatility Comparison
The current volatility for iShares iBonds Dec 2027 Term Treasury ETF (IBTH) is 0.20%, while Meta Platforms, Inc. (META) has a volatility of 10.17%. This indicates that IBTH experiences smaller price fluctuations and is considered to be less risky than META based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBTH | META | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.20% | 10.17% | -9.97% |
Volatility (6M)Calculated over the trailing 6-month period | 0.54% | 26.91% | -26.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.03% | 35.52% | -34.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.19% | 44.04% | -39.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.20% | 38.67% | -34.47% |
Dividends
IBTH vs. META - Dividend Comparison
IBTH's dividend yield for the trailing twelve months is around 3.82%, more than META's 0.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
IBTH iShares iBonds Dec 2027 Term Treasury ETF | 3.82% | 3.92% | 4.04% | 3.61% | 2.00% | 0.77% | 0.50% |
META Meta Platforms, Inc. | 0.37% | 0.32% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBTH and META have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
META has higher volatility (10.17%) compared to IBTH (0.20%). In terms of maximum drawdown, IBTH dropped -16.16% vs META's -76.74%.
IBTH currently has the higher Sharpe Ratio (3.74 vs -0.51), 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.
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