IBTM vs. CRUX
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 0.90 suggests significant overlap in exposure. IBTM charges 0.07%/yr vs 0.32%/yr for CRUX.
Performance
IBTM vs. CRUX - Performance Comparison
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Returns By Period
IBTM
- 1D
- -0.18%
- 1M
- -0.15%
- YTD
- -0.50%
- 6M
- -0.81%
- 1Y
- 3.93%
- 3Y*
- 2.68%
- 5Y*
- —
- 10Y*
- —
CRUX
- 1D
- -0.13%
- 1M
- 0.18%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBTM vs. CRUX - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IBTM iShares iBonds Dec 2032 Term Treasury ETF | -0.98% |
CRUX Columbia Core Bond ETF | -0.11% |
Correlation
The correlation between IBTM and CRUX is 0.90, 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 17, 2026 | 0.90 |
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Return for Risk
IBTM vs. CRUX — Risk / Return Rank
IBTM
CRUX
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.
| IBTM | CRUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.17 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | — | — |
| Martin ratioReturn relative to average drawdown | 3.51 | — | — |
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
| IBTM | CRUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | -0.12 | +0.32 |
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.
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Drawdown Indicators
| IBTM | CRUX | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -2.38% | -0.71% | -1.67% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -0.61% | -4.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.12% | — | — |
Volatility
IBTM vs. CRUX - Volatility Comparison
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Volatility by Period
| IBTM | CRUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.20% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.75% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.09% | 4.32% | -0.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.56% | 4.32% | +3.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.56% | 4.32% | +3.24% |
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 3.95%, 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 | 3.95% | 3.87% | 3.96% | 3.39% | 1.38% |
Frequently Asked Questions
With a correlation of 0.90, IBTM and CRUX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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.
IBTM is cheaper with a 0.07% expense ratio, compared with 0.32% for CRUX.
IBTM has the higher dividend yield at 3.95%, compared with 1.06% for CRUX.
They also come from different issuers: iShares and Columbia Threadneedle. Their fees differ too: 0.07% for IBTM and 0.32% for CRUX.
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