PortfoliosLab logoPortfoliosLab logo
IBTR vs. IBTE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBTR vs. IBTE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2036 Term Treasury ETF (IBTR) and iShares iBonds Dec 2024 Term Treasury ETF (IBTE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


IBTR

1D
-0.48%
1M
-1.04%
YTD
6M
1Y
3Y*
5Y*
10Y*

IBTE

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBTR vs. IBTE - Yearly Performance Comparison


Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

IBTR vs. IBTE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2036 Term Treasury ETF (IBTR) and iShares iBonds Dec 2024 Term Treasury ETF (IBTE). 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.


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

IBTR vs. IBTE - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


IBTRIBTEDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.01

Drawdowns

IBTR vs. IBTE - Drawdown Comparison

The maximum IBTR drawdown since its inception was -2.88%, which is greater than IBTE's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for IBTR and IBTE.


Loading charts...

Drawdown Indicators


IBTRIBTEDifference

Max Drawdown

Largest peak-to-trough decline

-2.88%

0.00%

-2.88%

Current Drawdown

Current decline from peak

-1.69%

0.00%

-1.69%

Average Drawdown

Average peak-to-trough decline

-0.89%

0.00%

-0.89%

Volatility

IBTR vs. IBTE - Volatility Comparison


Loading charts...

Volatility by Period


IBTRIBTEDifference

Volatility (1Y)

Calculated over the trailing 1-year period

5.39%

0.00%

+5.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.39%

0.00%

+5.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.39%

0.00%

+5.39%

IBTR vs. IBTE - Expense Ratio Comparison

Both IBTR and IBTE 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%.


Dividends

IBTR vs. IBTE - Dividend Comparison

IBTR's dividend yield for the trailing twelve months is around 0.67%, while IBTE has not paid dividends to shareholders.


Frequently Asked Questions


Both ETFs have the same 0.07% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

IBTR and IBTE have the same expense ratio: 0.07% per year.

IBTR has the higher dividend yield at 0.67%, compared with 0.00% for IBTE.

IBTR tracks ICE 2036 Maturity US Treasury Index, while IBTE tracks ICE 2024 Maturity US Treasury Index.

Portfolio Optimizer

Find the right allocation for IBTR and IBTE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer