IBTL vs. VUAG.L
Compare and contrast key facts about iShares iBonds Dec 2031 Term Treasury ETF (IBTL) and Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L).
IBTL and VUAG.L 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. VUAG.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 14, 2019. Both IBTL and VUAG.L 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 VUAG.L.
Correlation
The correlation between IBTL and VUAG.L is 0.12, 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.
Performance
IBTL vs. VUAG.L - Performance Comparison
Key characteristics
IBTL:
0.12
VUAG.L:
2.48
IBTL:
0.21
VUAG.L:
3.53
IBTL:
1.02
VUAG.L:
1.48
IBTL:
0.04
VUAG.L:
1.58
IBTL:
0.29
VUAG.L:
17.89
IBTL:
2.54%
VUAG.L:
1.58%
IBTL:
6.05%
VUAG.L:
11.41%
IBTL:
-20.92%
VUAG.L:
-25.61%
IBTL:
-13.61%
VUAG.L:
-1.14%
Returns By Period
In the year-to-date period, IBTL achieves a 0.32% return, which is significantly lower than VUAG.L's 27.41% return.
IBTL
0.32%
-0.32%
1.04%
0.25%
N/A
N/A
VUAG.L
27.41%
1.75%
9.80%
27.12%
15.35%
N/A
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IBTL vs. VUAG.L - Expense Ratio Comparison
Both IBTL and VUAG.L 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%.
Risk-Adjusted Performance
IBTL vs. VUAG.L - 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 S&P 500 UCITS ETF (USD) Accumulating (VUAG.L). 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. VUAG.L - Dividend Comparison
IBTL's dividend yield for the trailing twelve months is around 4.46%, while VUAG.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
IBTL iShares iBonds Dec 2031 Term Treasury ETF | 4.46% | 3.05% | 2.37% | 0.70% |
VUAG.L Vanguard S&P 500 UCITS ETF (USD) Accumulating | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IBTL vs. VUAG.L - Drawdown Comparison
The maximum IBTL drawdown since its inception was -20.92%, smaller than the maximum VUAG.L drawdown of -25.61%. Use the drawdown chart below to compare losses from any high point for IBTL and VUAG.L. For additional features, visit the drawdowns tool.
Volatility
IBTL vs. VUAG.L - Volatility Comparison
The current volatility for iShares iBonds Dec 2031 Term Treasury ETF (IBTL) is 1.35%, while Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L) has a volatility of 2.67%. This indicates that IBTL experiences smaller price fluctuations and is considered to be less risky than VUAG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.