IBTM vs. CRUX

Last updated Jun 25, 2026

IBTM (iShares iBonds Dec 2032 Term Treasury ETF) and CRUX (Columbia Core Bond ETF) are both Intermediate Core Bond funds. IBTM is passively managed, while CRUX is actively managed. Their correlation of 0.89 suggests significant overlap in exposure. IBTM charges 0.07%/yr vs 0.32%/yr for CRUX.

Performance

IBTM vs. CRUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) and Columbia Core Bond ETF (CRUX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

IBTM

• 1D: 0.49%
• 1M: 0.98%
• YTD: 0.03%
• 6M: -0.01%
• 1Y: 3.07%
• 3Y*: 2.93%
• 5Y*: —
• 10Y*: —

CRUX

• 1D: 0.46%
• 1M: 1.16%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IBTM vs. CRUX - Yearly Performance Comparison

	2026 (YTD)
IBTM iShares iBonds Dec 2032 Term Treasury ETF	-0.11%
CRUX Columbia Core Bond ETF	0.66%

Correlation

The correlation between IBTM and CRUX is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 16, 2026	0.89

Return for Risk

IBTM vs. CRUX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IBTM

IBTM Risk / Return Rank: 22
IBTM Sharpe Ratio Rank: 23
IBTM Sortino Ratio Rank: 22
IBTM Omega Ratio Rank: 20
IBTM Calmar Ratio Rank: 22
IBTM Martin Ratio Rank: 22

CRUX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IBTM vs. CRUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2032 Term Treasury ETF (IBTM) and Columbia Core Bond ETF (CRUX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	IBTM	CRUX	Difference
Sharpe ratio: Return per unit of total volatility	0.76	—	—
Sortino ratio: Return per unit of downside risk	1.15	—	—
Omega ratio: Gain probability vs. loss probability	1.13	—	—
Calmar ratio: Return relative to maximum drawdown	0.94	—	—
Martin ratio: Return relative to average drawdown	2.47	—	—

Drawdowns

IBTM vs. CRUX - Drawdown Comparison

The maximum IBTM drawdown since its inception was -13.60%, which is greater than CRUX's maximum drawdown of -1.85%. Use the drawdown chart below to compare losses from any high point for IBTM and CRUX.

Drawdown Indicators

	IBTM	CRUX	Difference
Max Drawdown Largest peak-to-trough decline	-13.60%	-1.85%	-11.75%
Max Drawdown (1Y) Largest decline over 1 year	-3.26%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-7.86%	—	—
Current Drawdown Current decline from peak	-1.86%	-0.04%	-1.82%
Average Drawdown Average peak-to-trough decline	-4.78%	-0.59%	-4.19%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.25%	—	—

Volatility

Volatility by Period

	IBTM	CRUX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.32%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.92%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	4.05%	4.16%	-0.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	7.53%	4.16%	+3.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	7.53%	4.16%	+3.37%

IBTM vs. CRUX - Expense Ratio Comparison

IBTM has a 0.07% expense ratio, which is lower than CRUX's 0.32% expense ratio.

Dividends

IBTM vs. CRUX - Dividend Comparison

IBTM's dividend yield for the trailing twelve months is around 3.93%, more than CRUX's 1.06% yield.

Position	TTM	2025	2024	2023	2022
CRUX Columbia Core Bond ETF	1.06%	0.00%	0.00%	0.00%	0.00%
IBTM iShares iBonds Dec 2032 Term Treasury ETF	3.93%	3.87%	3.96%	3.39%	1.38%

Frequently Asked Questions

Can I hold both IBTM and CRUX in my portfolio?

IBTM and CRUX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, IBTM or CRUX?

On fees, IBTM is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IBTM or CRUX?

IBTM is cheaper with a 0.07% expense ratio, compared with 0.32% for CRUX.

Which ETF pays a higher dividend yield, IBTM or CRUX?

IBTM has the higher dividend yield at 3.93%, compared with 1.06% for CRUX.

What is the main difference between IBTM and CRUX?

They also come from different issuers: iShares and Columbia Threadneedle. Their fees differ too: 0.07% for IBTM and 0.32% for CRUX.