IBTL vs. VGIT
Compare and contrast key facts about iShares iBonds Dec 2031 Term Treasury ETF (IBTL) and Vanguard Intermediate-Term Treasury ETF (VGIT).
IBTL and VGIT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBTL is a passively managed fund by iShares that tracks the performance of the ICE 2031 Maturity US Treasury Index. It was launched on Jul 13, 2021. VGIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 3-10 Year Government Float Adjusted Index. It was launched on Nov 19, 2009. Both IBTL and VGIT 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: IBTL or VGIT.
Correlation
The correlation between IBTL and VGIT is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IBTL vs. VGIT - Performance Comparison
Key characteristics
IBTL:
0.12
VGIT:
0.34
IBTL:
0.21
VGIT:
0.50
IBTL:
1.02
VGIT:
1.06
IBTL:
0.04
VGIT:
0.13
IBTL:
0.29
VGIT:
0.85
IBTL:
2.54%
VGIT:
1.87%
IBTL:
6.05%
VGIT:
4.72%
IBTL:
-20.92%
VGIT:
-16.05%
IBTL:
-13.61%
VGIT:
-8.60%
Returns By Period
In the year-to-date period, IBTL achieves a 0.32% return, which is significantly lower than VGIT's 1.44% return.
IBTL
0.32%
-0.32%
1.04%
0.25%
N/A
N/A
VGIT
1.44%
-0.07%
1.50%
1.59%
-0.12%
1.10%
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IBTL vs. VGIT - Expense Ratio Comparison
IBTL has a 0.07% expense ratio, which is higher than VGIT's 0.04% 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
IBTL vs. VGIT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2031 Term Treasury ETF (IBTL) and Vanguard Intermediate-Term Treasury ETF (VGIT). 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
IBTL vs. VGIT - Dividend Comparison
IBTL's dividend yield for the trailing twelve months is around 4.46%, more than VGIT's 3.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBTL iShares iBonds Dec 2031 Term Treasury ETF | 4.46% | 3.05% | 2.37% | 0.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGIT Vanguard Intermediate-Term Treasury ETF | 3.62% | 2.72% | 1.74% | 1.69% | 2.23% | 2.24% | 2.05% | 1.67% | 1.69% | 1.69% | 1.54% | 1.63% |
Drawdowns
IBTL vs. VGIT - Drawdown Comparison
The maximum IBTL drawdown since its inception was -20.92%, which is greater than VGIT's maximum drawdown of -16.05%. Use the drawdown chart below to compare losses from any high point for IBTL and VGIT. For additional features, visit the drawdowns tool.
Volatility
IBTL vs. VGIT - Volatility Comparison
iShares iBonds Dec 2031 Term Treasury ETF (IBTL) has a higher volatility of 1.36% compared to Vanguard Intermediate-Term Treasury ETF (VGIT) at 1.29%. This indicates that IBTL's price experiences larger fluctuations and is considered to be riskier than VGIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.