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IBTP vs. VGLT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBTP vs. VGLT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2034 Term Treasury ETF (IBTP) and Vanguard Long-Term Treasury ETF (VGLT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IBTP achieves a -0.59% return, which is significantly lower than VGLT's -0.41% return.


IBTP

1D
-0.24%
1M
-0.12%
YTD
-0.59%
6M
-1.11%
1Y
4.34%
3Y*
5Y*
10Y*

VGLT

1D
-0.40%
1M
0.71%
YTD
-0.41%
6M
-1.68%
1Y
5.25%
3Y*
-0.72%
5Y*
-5.30%
10Y*
-1.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBTP vs. VGLT - Yearly Performance Comparison


2026 (YTD)20252024
IBTP
iShares iBonds Dec 2034 Term Treasury ETF
-0.59%8.16%0.42%
VGLT
Vanguard Long-Term Treasury ETF
-0.41%5.35%-2.32%

Correlation

The correlation between IBTP and VGLT is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.93

Correlation (All Time)
Calculated using the full available price history since Jun 13, 2024

0.94

The correlation between IBTP and VGLT has been stable across timeframes, ranging from 0.93 to 0.94 - a consistent structural relationship.

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Return for Risk

IBTP vs. VGLT — Risk / Return Rank

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

IBTP
IBTP Risk / Return Rank: 2525
Overall Rank
IBTP Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
IBTP Sortino Ratio Rank: 2626
Sortino Ratio Rank
IBTP Omega Ratio Rank: 2424
Omega Ratio Rank
IBTP Calmar Ratio Rank: 2424
Calmar Ratio Rank
IBTP Martin Ratio Rank: 2525
Martin Ratio Rank

VGLT
VGLT Risk / Return Rank: 1818
Overall Rank
VGLT Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
VGLT Sortino Ratio Rank: 1717
Sortino Ratio Rank
VGLT Omega Ratio Rank: 1616
Omega Ratio Rank
VGLT Calmar Ratio Rank: 1818
Calmar Ratio Rank
VGLT Martin Ratio Rank: 1818
Martin Ratio Rank
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.

IBTP vs. VGLT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2034 Term Treasury ETF (IBTP) and Vanguard Long-Term Treasury ETF (VGLT). 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.


IBTPVGLTDifference
Sharpe ratioReturn per unit of total volatility

+0.32

Sortino ratioReturn per unit of downside risk

+0.46

Omega ratioGain probability vs. loss probability

1.16

1.10

+0.05

Calmar ratioReturn relative to maximum drawdown

1.09

0.75

+0.34

Martin ratioReturn relative to average drawdown

3.25

1.96

+1.29

IBTP vs. VGLT - Sharpe Ratio Comparison

The current IBTP Sharpe Ratio is 0.91, which is higher than the VGLT Sharpe Ratio of 0.59. The chart below compares the historical Sharpe Ratios of IBTP and VGLT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IBTPVGLTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.91

0.59

+0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.19

+0.49

Drawdowns

IBTP vs. VGLT - Drawdown Comparison

The maximum IBTP drawdown since its inception was -7.40%, smaller than the maximum VGLT drawdown of -46.18%. Use the drawdown chart below to compare losses from any high point for IBTP and VGLT.


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Drawdown Indicators


IBTPVGLTDifference

Max Drawdown

Largest peak-to-trough decline

-7.40%

-46.18%

+38.78%

Max Drawdown (1Y)

Largest decline over 1 year

-3.99%

-7.01%

+3.02%

Max Drawdown (3Y)

Largest decline over 3 years

-17.68%

Max Drawdown (5Y)

Largest decline over 5 years

-40.98%

Max Drawdown (10Y)

Largest decline over 10 years

-46.18%

Current Drawdown

Current decline from peak

-2.77%

-36.83%

+34.06%

Average Drawdown

Average peak-to-trough decline

-2.11%

-15.06%

+12.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.34%

2.68%

-1.34%

Volatility

IBTP vs. VGLT - Volatility Comparison

The current volatility for iShares iBonds Dec 2034 Term Treasury ETF (IBTP) is 1.49%, while Vanguard Long-Term Treasury ETF (VGLT) has a volatility of 2.59%. This indicates that IBTP experiences smaller price fluctuations and is considered to be less risky than VGLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IBTPVGLTDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.49%

2.59%

-1.10%

Volatility (6M)

Calculated over the trailing 6-month period

3.27%

5.94%

-2.67%

Volatility (1Y)

Calculated over the trailing 1-year period

4.77%

8.88%

-4.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.96%

14.58%

-8.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.96%

13.81%

-7.85%

IBTP vs. VGLT - Expense Ratio Comparison

IBTP has a 0.07% expense ratio, which is higher than VGLT's 0.03% 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%.


Dividends

IBTP vs. VGLT - Dividend Comparison

IBTP's dividend yield for the trailing twelve months is around 4.05%, less than VGLT's 4.61% yield.


PositionTTM20252024202320222021202020192018201720162015
IBTP
iShares iBonds Dec 2034 Term Treasury ETF
4.05%3.92%1.78%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VGLT
Vanguard Long-Term Treasury ETF
4.61%4.44%4.33%3.33%2.84%1.82%2.15%2.46%2.71%2.55%2.69%3.21%

Frequently Asked Questions


With a correlation of 0.93, IBTP and VGLT 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.

VGLT has higher volatility (2.59%) compared to IBTP (1.49%). In terms of maximum drawdown, IBTP dropped -7.40% vs VGLT's -46.18%.

On 1-year performance, VGLT leads with 5.25% vs 4.34% for IBTP. On fees, VGLT is cheaper at 0.03% per year. On volatility, IBTP has been the lower-risk option at 1.49%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, VGLT has performed better with a 5.25% return vs 4.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VGLT is cheaper with a 0.03% expense ratio, compared with 0.07% for IBTP.

VGLT has the higher dividend yield at 4.61%, compared with 4.05% for IBTP.

IBTP tracks ICE 2034 Maturity US Treasury Index, while VGLT tracks Bloomberg U.S. Long Treasury Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.07% for IBTP and 0.03% for VGLT.

IBTP currently has the higher Sharpe Ratio (0.91 vs 0.59), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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