IBTI vs. SLJY
IBTI (iShares iBonds Dec 2028 Term Treasury ETF) and SLJY (Amplify SILJ Covered Call ETF) are both exchange-traded funds - IBTI is a Government Bonds fund tracking the ICE 2028 Maturity US Treasury Index, while SLJY is a Derivative Income fund actively managed by Amplify. IBTI is passively managed, while SLJY is actively managed. Their 0.21 correlation means their historical movements had little consistent relationship. IBTI charges 0.07%/yr vs 0.75%/yr for SLJY.
Performance
IBTI vs. SLJY - 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 SLJY's -3.03% 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%
SLJY
- 1D
- 3.67%
- 1M
- 0.09%
- 6M
- -17.46%
- YTD
- -3.03%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $9.92M | $10.63M | $9.25M | |
| $827.41K | $693.70K | $1.27M |
IBTI vs. SLJY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IBTI iShares iBonds Dec 2028 Term Treasury ETF | 0.82% | 1.87% |
SLJY Amplify SILJ Covered Call ETF | -3.03% | 42.11% |
Correlation
The correlation between IBTI and SLJY is 0.21, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 19, 2025 | 0.21 |
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Return for Risk
IBTI vs. SLJY — Risk / Return Rank
IBTI
SLJY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IBTI vs. SLJY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2028 Term Treasury ETF (IBTI) and Amplify SILJ Covered Call ETF (SLJY). 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 | SLJY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.33 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.44 | — | — |
| Martin ratioReturn relative to average drawdown | 7.70 | — | — |
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Drawdowns
IBTI vs. SLJY - Drawdown Comparison
The maximum IBTI drawdown since its inception was -18.45%, smaller than the maximum SLJY drawdown of -35.19%. Use the drawdown chart below to compare losses from any high point for IBTI and SLJY.
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Drawdown Indicators
| IBTI | SLJY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.45% | -35.19% | +16.74% |
Max Drawdown (1Y)Largest decline over 1 year | -1.10% | — | — |
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% | -29.46% | +26.04% |
Average DrawdownAverage peak-to-trough decline | -8.13% | -13.24% | +5.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.35% | — | — |
Volatility
IBTI vs. SLJY - Volatility Comparison
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Volatility by Period
| IBTI | SLJY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.39% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 1.15% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 1.52% | 49.06% | -47.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.97% | 49.06% | -44.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.11% | 49.06% | -43.95% |
IBTI vs. SLJY - Expense Ratio Comparison
IBTI has a 0.07% expense ratio, which is lower than SLJY's 0.75% expense ratio.
Dividends
IBTI vs. SLJY - Dividend Comparison
IBTI's dividend yield for the trailing twelve months is around 3.77%, less than SLJY's 23.44% 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% |
SLJY Amplify SILJ Covered Call ETF | 23.44% | 6.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBTI and SLJY have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBTI is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBTI is cheaper with a 0.07% expense ratio, compared with 0.75% for SLJY.
SLJY has the higher dividend yield at 23.44%, compared with 3.77% for IBTI.
IBTI is categorized as Government Bonds, while SLJY is Derivative Income. They also come from different issuers: iShares and Amplify. Their fees differ too: 0.07% for IBTI and 0.75% for SLJY.
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