IBTI vs. VOO
Compare and contrast key facts about iShares iBonds Dec 2028 Term Treasury ETF (IBTI) and Vanguard S&P 500 ETF (VOO).
IBTI and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBTI is a passively managed fund by iShares that tracks the performance of the ICE 2028 Maturity US Treasury Index. It was launched on Feb 25, 2020. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both IBTI and VOO 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: IBTI or VOO.
Correlation
The correlation between IBTI and VOO is -0.02. 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
IBTI vs. VOO - Performance Comparison
Key characteristics
IBTI:
2.44
VOO:
0.57
IBTI:
3.87
VOO:
0.92
IBTI:
1.47
VOO:
1.13
IBTI:
0.56
VOO:
0.59
IBTI:
6.80
VOO:
2.33
IBTI:
1.15%
VOO:
4.70%
IBTI:
3.20%
VOO:
19.10%
IBTI:
-18.45%
VOO:
-33.99%
IBTI:
-6.89%
VOO:
-8.61%
Returns By Period
In the year-to-date period, IBTI achieves a 3.17% return, which is significantly higher than VOO's -4.39% return.
IBTI
3.17%
0.80%
3.41%
7.80%
-1.19%
N/A
VOO
-4.39%
-0.47%
-1.13%
13.11%
16.41%
12.23%
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IBTI vs. VOO - Expense Ratio Comparison
IBTI has a 0.07% expense ratio, which is higher than VOO'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
IBTI vs. VOO — Risk-Adjusted Performance Rank
IBTI
VOO
IBTI vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2028 Term Treasury ETF (IBTI) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
IBTI vs. VOO - Dividend Comparison
IBTI's dividend yield for the trailing twelve months is around 3.86%, more than VOO's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBTI iShares iBonds Dec 2028 Term Treasury ETF | 3.86% | 3.92% | 3.27% | 1.70% | 0.90% | 0.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.36% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IBTI vs. VOO - Drawdown Comparison
The maximum IBTI drawdown since its inception was -18.45%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IBTI and VOO. For additional features, visit the drawdowns tool.
Volatility
IBTI vs. VOO - Volatility Comparison
The current volatility for iShares iBonds Dec 2028 Term Treasury ETF (IBTI) is 1.15%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.84%. This indicates that IBTI experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.