IBTJ vs. IBTE
IBTJ (iShares iBonds Dec 2029 Term Treasury ETF) and IBTE (iShares iBonds Dec 2024 Term Treasury ETF) are both Government Bonds funds from iShares - IBTJ tracks the ICE 2029 Maturity US Treasury Index while IBTE tracks the ICE 2024 Maturity US Treasury Index. Both are passively managed. Both charge a 0.07% expense ratio.
Performance
IBTJ vs. IBTE - Performance Comparison
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Returns By Period
IBTJ
- 1D
- -0.14%
- 1M
- -0.10%
- YTD
- -0.10%
- 6M
- 0.01%
- 1Y
- 3.49%
- 3Y*
- 3.51%
- 5Y*
- 0.06%
- 10Y*
- —
IBTE
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBTJ vs. IBTE - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | -0.40% |
IBTE iShares iBonds Dec 2024 Term Treasury ETF | 0.00% |
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Return for Risk
IBTJ vs. IBTE — Risk / Return Rank
IBTJ
IBTE
IBTJ vs. IBTE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) and iShares iBonds Dec 2024 Term Treasury ETF (IBTE). 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.
| IBTJ | IBTE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.26 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.17 | — | — |
| Martin ratioReturn relative to average drawdown | 6.23 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IBTJ | IBTE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.02 | — | — |
Drawdowns
IBTJ vs. IBTE - Drawdown Comparison
The maximum IBTJ drawdown since its inception was -20.19%, which is greater than IBTE's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for IBTJ and IBTE.
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Drawdown Indicators
| IBTJ | IBTE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.19% | 0.00% | -20.19% |
Max Drawdown (1Y)Largest decline over 1 year | -1.62% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -4.47% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.21% | — | — |
Current DrawdownCurrent decline from peak | -6.30% | 0.00% | -6.30% |
Average DrawdownAverage peak-to-trough decline | -9.73% | 0.00% | -9.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.56% | — | — |
Volatility
IBTJ vs. IBTE - Volatility Comparison
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Volatility by Period
| IBTJ | IBTE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.64% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 1.56% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 2.43% | 0.00% | +2.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.74% | 0.00% | +5.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.99% | 0.00% | +5.99% |
IBTJ vs. IBTE - Expense Ratio Comparison
Both IBTJ and IBTE have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
IBTJ vs. IBTE - Dividend Comparison
IBTJ's dividend yield for the trailing twelve months is around 3.81%, while IBTE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
IBTE iShares iBonds Dec 2024 Term Treasury ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IBTJ iShares iBonds Dec 2029 Term Treasury ETF | 3.81% | 3.78% | 3.95% | 3.48% | 1.86% | 0.74% | 0.61% |
Frequently Asked Questions
Both ETFs have the same 0.07% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
IBTJ and IBTE have the same expense ratio: 0.07% per year.
IBTJ has the higher dividend yield at 3.81%, compared with 0.00% for IBTE.
IBTJ tracks ICE 2029 Maturity US Treasury Index, while IBTE tracks ICE 2024 Maturity US Treasury Index.
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