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IBTH vs. RDYY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBTH vs. RDYY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) and YieldMax RDDT Option Income Strategy ETF (RDYY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IBTH achieves a 0.92% return, which is significantly higher than RDYY's -22.78% return.


IBTH

1D
-0.02%
1M
0.23%
YTD
0.92%
6M
1.26%
1Y
3.93%
3Y*
3.92%
5Y*
0.47%
10Y*

RDYY

1D
0.78%
1M
2.65%
YTD
-22.78%
6M
-20.14%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBTH vs. RDYY - Yearly Performance Comparison


Correlation

The correlation between IBTH and RDYY is 0.05, 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 (All Time)
Calculated using the full available price history since Sep 10, 2025

0.05

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Return for Risk

IBTH vs. RDYY — Risk / Return Rank

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

IBTH
IBTH Risk / Return Rank: 9696
Overall Rank
IBTH Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
IBTH Sortino Ratio Rank: 9797
Sortino Ratio Rank
IBTH Omega Ratio Rank: 9797
Omega Ratio Rank
IBTH Calmar Ratio Rank: 9797
Calmar Ratio Rank
IBTH Martin Ratio Rank: 9696
Martin Ratio Rank

RDYY
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.

IBTH vs. RDYY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2027 Term Treasury ETF (IBTH) and YieldMax RDDT Option Income Strategy ETF (RDYY). 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.


IBTHRDYYDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.93

Calmar ratioReturn relative to maximum drawdown

10.34

Martin ratioReturn relative to average drawdown

40.10

IBTH vs. RDYY - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IBTHRDYYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.15

-0.67

+0.82

Drawdowns

IBTH vs. RDYY - Drawdown Comparison

The maximum IBTH drawdown since its inception was -16.16%, smaller than the maximum RDYY drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for IBTH and RDYY.


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Drawdown Indicators


IBTHRDYYDifference

Max Drawdown

Largest peak-to-trough decline

-16.16%

-51.16%

+35.00%

Max Drawdown (1Y)

Largest decline over 1 year

-0.38%

Max Drawdown (3Y)

Largest decline over 3 years

-2.10%

Max Drawdown (5Y)

Largest decline over 5 years

-14.41%

Current Drawdown

Current decline from peak

-1.36%

-34.14%

+32.78%

Average Drawdown

Average peak-to-trough decline

-6.72%

-28.62%

+21.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.10%

Volatility

IBTH vs. RDYY - Volatility Comparison


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Volatility by Period


IBTHRDYYDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.18%

Volatility (6M)

Calculated over the trailing 6-month period

0.54%

Volatility (1Y)

Calculated over the trailing 1-year period

1.11%

54.12%

-53.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.20%

54.12%

-49.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.21%

54.12%

-49.91%

IBTH vs. RDYY - Expense Ratio Comparison

IBTH has a 0.07% expense ratio, which is lower than RDYY's 0.99% expense ratio.


Dividends

IBTH vs. RDYY - Dividend Comparison

IBTH's dividend yield for the trailing twelve months is around 3.83%, less than RDYY's 83.18% yield.


PositionTTM202520242023202220212020
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
3.83%3.92%4.04%3.61%2.00%0.77%0.50%
RDYY
YieldMax RDDT Option Income Strategy ETF
83.18%25.20%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IBTH and RDYY have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IBTH is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBTH is cheaper with a 0.07% expense ratio, compared with 0.99% for RDYY.

RDYY has the higher dividend yield at 83.18%, compared with 3.83% for IBTH.

IBTH is categorized as Government Bonds, while RDYY is Derivative Income. They also come from different issuers: iShares and YieldMax. Their fees differ too: 0.07% for IBTH and 0.99% for RDYY.

Portfolio Optimizer

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