IBTO vs. CRUX
IBTO (iShares iBonds Dec 2033 Term Treasury ETF) and CRUX (Columbia Core Bond ETF) are both Intermediate Core Bond funds. IBTO is passively managed, while CRUX is actively managed. Their correlation of 0.91 suggests significant overlap in exposure. IBTO charges 0.07%/yr vs 0.32%/yr for CRUX.
Performance
IBTO vs. CRUX - Performance Comparison
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Returns By Period
IBTO
- 1D
- -0.21%
- 1M
- -0.17%
- YTD
- -0.58%
- 6M
- -1.02%
- 1Y
- 4.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CRUX
- 1D
- -0.13%
- 1M
- 0.18%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBTO vs. CRUX - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IBTO iShares iBonds Dec 2033 Term Treasury ETF | -1.07% |
CRUX Columbia Core Bond ETF | -0.11% |
Correlation
The correlation between IBTO and CRUX is 0.91, 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 | 0.91 |
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Return for Risk
IBTO vs. CRUX — Risk / Return Rank
IBTO
CRUX
IBTO vs. CRUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2033 Term Treasury ETF (IBTO) 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.
| IBTO | CRUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.16 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | — | — |
| Martin ratioReturn relative to average drawdown | 3.21 | — | — |
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
| IBTO | CRUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | -0.12 | +0.55 |
Drawdowns
IBTO vs. CRUX - Drawdown Comparison
The maximum IBTO drawdown since its inception was -8.36%, which is greater than CRUX's maximum drawdown of -1.85%. Use the drawdown chart below to compare losses from any high point for IBTO and CRUX.
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Drawdown Indicators
| IBTO | CRUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.36% | -1.85% | -6.51% |
Max Drawdown (1Y)Largest decline over 1 year | -3.66% | — | — |
Current DrawdownCurrent decline from peak | -2.63% | -0.71% | -1.92% |
Average DrawdownAverage peak-to-trough decline | -2.37% | -0.61% | -1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.26% | — | — |
Volatility
IBTO vs. CRUX - Volatility Comparison
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Volatility by Period
| IBTO | CRUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.32% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.02% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.46% | 4.32% | +0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.61% | 4.32% | +2.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.61% | 4.32% | +2.29% |
IBTO vs. CRUX - Expense Ratio Comparison
IBTO has a 0.07% expense ratio, which is lower than CRUX's 0.32% expense ratio.
Dividends
IBTO vs. CRUX - Dividend Comparison
IBTO's dividend yield for the trailing twelve months is around 4.15%, more than CRUX's 1.06% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
CRUX Columbia Core Bond ETF | 1.06% | 0.00% | 0.00% | 0.00% |
IBTO iShares iBonds Dec 2033 Term Treasury ETF | 4.15% | 4.05% | 4.23% | 1.66% |
Frequently Asked Questions
With a correlation of 0.91, IBTO 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, IBTO is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBTO is cheaper with a 0.07% expense ratio, compared with 0.32% for CRUX.
IBTO has the higher dividend yield at 4.15%, compared with 1.06% for CRUX.
They also come from different issuers: iShares and Columbia Threadneedle. Their fees differ too: 0.07% for IBTO and 0.32% for CRUX.
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