IBTI vs. PLTU
IBTI (iShares iBonds Dec 2028 Term Treasury ETF) and PLTU (Direxion Daily PLTR Bull 2X ETF) are both exchange-traded funds - IBTI is a Government Bonds fund tracking the ICE 2028 Maturity US Treasury Index, while PLTU is a Leveraged Equities fund actively managed by Direxion. IBTI is passively managed, while PLTU is actively managed. Over the past year, IBTI returned 2.67% vs -33.78% for PLTU. Their -0.13 correlation means they have often moved in opposite directions in the past. IBTI charges 0.07%/yr vs 0.86%/yr for PLTU.
Performance
IBTI vs. PLTU - Performance Comparison
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Returns By Period
In the year-to-date period, IBTI achieves a 0.82% return, which is significantly higher than PLTU's -38.15% return.
IBTI
- 1D
- 0.16%
- 1M
- 0.22%
- 6M
- 0.72%
- YTD
- 0.82%
- 1Y
- 2.67%
- 3Y*
- 4.13%
- 5Y*
- -0.06%
- 10Y*
- —
- ALL TIME*
- 0.33%
PLTU
- 1D
- 57.87%
- 1M
- 46.09%
- 6M
- -19.21%
- YTD
- -38.15%
- 1Y
- -33.78%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 65.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $9.92M | $10.63M | $9.25M | |
| $117.00M | $101.29M | $114.38M |
IBTI vs. PLTU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IBTI iShares iBonds Dec 2028 Term Treasury ETF | 0.82% | 6.15% | -0.33% |
PLTU Direxion Daily PLTR Bull 2X ETF | -38.15% | 223.17% | 14.77% |
Correlation
The correlation between IBTI and PLTU is -0.01, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.01 |
Correlation (All Time) Calculated using the full available price history since Dec 11, 2024 | -0.13 |
The correlation between IBTI and PLTU shifts across timeframes, from -0.13 (all time) to -0.01 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IBTI vs. PLTU — Risk / Return Rank
IBTI
PLTU
IBTI vs. PLTU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2028 Term Treasury ETF (IBTI) and Direxion Daily PLTR Bull 2X ETF (PLTU). 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.
| IBTI | PLTU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.04 | ||
| Sortino ratioReturn per unit of downside risk | +2.32 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.04 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 2.44 | -0.43 | +2.87 |
| Martin ratioReturn relative to average drawdown | 7.70 | -0.69 | +8.39 |
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Drawdowns
IBTI vs. PLTU - Drawdown Comparison
The maximum IBTI drawdown since its inception was -18.45%, smaller than the maximum PLTU drawdown of -79.43%. Use the drawdown chart below to compare losses from any high point for IBTI and PLTU.
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Drawdown Indicators
| IBTI | PLTU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.45% | -79.43% | +60.98% |
Max Drawdown (1Y)Largest decline over 1 year | -1.10% | -79.43% | +78.33% |
Max Drawdown (3Y)Largest decline over 3 years | -2.81% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -15.72% | — | — |
Current DrawdownCurrent decline from peak | -3.42% | -56.99% | +53.57% |
Average DrawdownAverage peak-to-trough decline | -8.13% | -35.79% | +27.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.35% | 48.84% | -48.49% |
Volatility
IBTI vs. PLTU - Volatility Comparison
The current volatility for iShares iBonds Dec 2028 Term Treasury ETF (IBTI) is 0.39%, while Direxion Daily PLTR Bull 2X ETF (PLTU) has a volatility of 53.41%. This indicates that IBTI experiences smaller price fluctuations and is considered to be less risky than PLTU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBTI | PLTU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.39% | 53.41% | -53.02% |
Volatility (6M)Calculated over the trailing 6-month period | 1.15% | 93.55% | -92.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.52% | 119.47% | -117.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.97% | 132.84% | -127.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.11% | 132.84% | -127.73% |
IBTI vs. PLTU - Expense Ratio Comparison
IBTI has a 0.07% expense ratio, which is lower than PLTU's 0.86% expense ratio.
Dividends
IBTI vs. PLTU - Dividend Comparison
IBTI's dividend yield for the trailing twelve months is around 3.77%, less than PLTU's 38.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
IBTI iShares iBonds Dec 2028 Term Treasury ETF | 3.77% | 3.87% | 3.92% | 3.27% | 1.70% | 0.90% | 0.56% |
PLTU Direxion Daily PLTR Bull 2X ETF | 38.54% | 23.29% | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBTI and PLTU have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLTU has higher volatility (53.41%) compared to IBTI (0.39%). In terms of maximum drawdown, IBTI dropped -18.45% vs PLTU's -79.43%.
On 1-year performance, IBTI leads with 2.67% vs -33.78% for PLTU. On fees, IBTI is cheaper at 0.07% per year. On volatility, IBTI has been the lower-risk option at 0.39%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IBTI has performed better with a 2.67% return vs -33.78%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBTI is cheaper with a 0.07% expense ratio, compared with 0.86% for PLTU.
PLTU has the higher dividend yield at 38.54%, compared with 3.77% for IBTI.
IBTI is categorized as Government Bonds, while PLTU is Leveraged Equities. They also come from different issuers: iShares and Direxion. Their fees differ too: 0.07% for IBTI and 0.86% for PLTU.
IBTI currently has the higher Sharpe Ratio (1.76 vs -0.28), 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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