Correlation
The correlation between IBTJ and IBDU is -0.03. 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.
IBTJ vs. IBDU
Compare and contrast key facts about iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) and iShares iBonds Dec 2029 Term Corporate ETF (IBDU).
IBTJ and IBDU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBTJ is a passively managed fund by iShares that tracks the performance of the ICE 2029 Maturity US Treasury Index. It was launched on Feb 25, 2020. IBDU is a passively managed fund by iShares that tracks the performance of the Bloomberg December 2029 Maturity Corporate Index. It was launched on Sep 17, 2019. Both IBTJ and IBDU 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: IBTJ or IBDU.
Performance
IBTJ vs. IBDU - Performance Comparison
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Key characteristics
IBTJ:
1.80
IBDU:
2.03
IBTJ:
2.71
IBDU:
3.00
IBTJ:
1.33
IBDU:
1.39
IBTJ:
0.46
IBDU:
0.94
IBTJ:
4.36
IBDU:
8.18
IBTJ:
1.62%
IBDU:
0.99%
IBTJ:
3.95%
IBDU:
3.94%
IBTJ:
-20.18%
IBDU:
-19.44%
IBTJ:
-9.24%
IBDU:
-1.02%
Returns By Period
The year-to-date returns for both stocks are quite close, with IBTJ having a 3.43% return and IBDU slightly lower at 3.34%.
IBTJ
3.43%
-0.63%
2.68%
7.07%
1.63%
-1.67%
N/A
IBDU
3.34%
0.27%
2.64%
7.91%
4.03%
1.09%
N/A
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IBTJ vs. IBDU - Expense Ratio Comparison
IBTJ has a 0.07% expense ratio, which is lower than IBDU's 0.10% expense ratio. Despite the difference, 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
IBTJ vs. IBDU — Risk-Adjusted Performance Rank
IBTJ
IBDU
IBTJ vs. IBDU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) and iShares iBonds Dec 2029 Term Corporate ETF (IBDU). 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.
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Dividends
IBTJ vs. IBDU - Dividend Comparison
IBTJ's dividend yield for the trailing twelve months is around 3.85%, less than IBDU's 4.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | 3.85% | 3.95% | 3.48% | 1.86% | 0.74% | 0.61% | 0.00% |
IBDU iShares iBonds Dec 2029 Term Corporate ETF | 4.74% | 4.75% | 4.21% | 3.34% | 2.29% | 2.42% | 0.74% |
Drawdowns
IBTJ vs. IBDU - Drawdown Comparison
The maximum IBTJ drawdown since its inception was -20.18%, roughly equal to the maximum IBDU drawdown of -19.44%. Use the drawdown chart below to compare losses from any high point for IBTJ and IBDU.
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Volatility
IBTJ vs. IBDU - Volatility Comparison
iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) has a higher volatility of 1.08% compared to iShares iBonds Dec 2029 Term Corporate ETF (IBDU) at 0.96%. This indicates that IBTJ's price experiences larger fluctuations and is considered to be riskier than IBDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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