Correlation
The correlation between IBTK and ACWI is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
IBTK vs. ACWI
Compare and contrast key facts about iShares iBonds Dec 2030 Term Treasury ETF (IBTK) and iShares MSCI ACWI ETF (ACWI).
IBTK and ACWI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBTK is a passively managed fund by iShares that tracks the performance of the ICE 2030 Maturity US Treasury Index. It was launched on Jul 14, 2020. ACWI is a passively managed fund by iShares that tracks the performance of the MSCI All Country World Index. It was launched on Mar 26, 2008. Both IBTK and ACWI 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: IBTK or ACWI.
Performance
IBTK vs. ACWI - Performance Comparison
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Key characteristics
IBTK:
1.50
ACWI:
0.78
IBTK:
2.22
ACWI:
1.10
IBTK:
1.27
ACWI:
1.16
IBTK:
0.39
ACWI:
0.76
IBTK:
3.44
ACWI:
3.32
IBTK:
2.14%
ACWI:
3.79%
IBTK:
4.96%
ACWI:
17.99%
IBTK:
-22.84%
ACWI:
-56.00%
IBTK:
-12.64%
ACWI:
-0.63%
Returns By Period
In the year-to-date period, IBTK achieves a 3.75% return, which is significantly lower than ACWI's 5.23% return.
IBTK
3.75%
-0.43%
2.52%
6.88%
1.06%
N/A
N/A
ACWI
5.23%
5.31%
2.44%
13.24%
12.29%
13.32%
9.35%
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IBTK vs. ACWI - Expense Ratio Comparison
IBTK has a 0.07% expense ratio, which is lower than ACWI's 0.32% expense ratio.
Risk-Adjusted Performance
IBTK vs. ACWI — Risk-Adjusted Performance Rank
IBTK
ACWI
IBTK vs. ACWI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2030 Term Treasury ETF (IBTK) and iShares MSCI ACWI ETF (ACWI). 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
IBTK vs. ACWI - Dividend Comparison
IBTK's dividend yield for the trailing twelve months is around 3.84%, more than ACWI's 1.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBTK iShares iBonds Dec 2030 Term Treasury ETF | 3.84% | 3.93% | 3.05% | 2.27% | 0.84% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ACWI iShares MSCI ACWI ETF | 1.62% | 1.70% | 1.88% | 1.79% | 1.71% | 1.43% | 2.33% | 2.25% | 1.94% | 2.19% | 2.56% | 2.26% |
Drawdowns
IBTK vs. ACWI - Drawdown Comparison
The maximum IBTK drawdown since its inception was -22.84%, smaller than the maximum ACWI drawdown of -56.00%. Use the drawdown chart below to compare losses from any high point for IBTK and ACWI.
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Volatility
IBTK vs. ACWI - Volatility Comparison
The current volatility for iShares iBonds Dec 2030 Term Treasury ETF (IBTK) is 1.49%, while iShares MSCI ACWI ETF (ACWI) has a volatility of 3.81%. This indicates that IBTK experiences smaller price fluctuations and is considered to be less risky than ACWI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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