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ILTB vs. BLTD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ILTB vs. BLTD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core 10+ Year USD Bond ETF (ILTB) and Bluemonte Long Term Bond ETF (BLTD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ILTB achieves a 0.30% return, which is significantly higher than BLTD's 0.26% return.


ILTB

1D
-0.33%
1M
1.04%
YTD
0.30%
6M
-0.71%
1Y
7.17%
3Y*
2.78%
5Y*
-2.88%
10Y*
1.32%

BLTD

1D
-0.32%
1M
0.87%
YTD
0.26%
6M
-0.57%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ILTB vs. BLTD - Yearly Performance Comparison


2026 (YTD)2025
ILTB
iShares Core 10+ Year USD Bond ETF
0.30%5.05%
BLTD
Bluemonte Long Term Bond ETF
0.26%3.91%

Correlation

The correlation between ILTB and BLTD is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 24, 2025

0.98

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Return for Risk

ILTB vs. BLTD — Risk / Return Rank

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

ILTB
ILTB Risk / Return Rank: 2525
Overall Rank
ILTB Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
ILTB Sortino Ratio Rank: 2424
Sortino Ratio Rank
ILTB Omega Ratio Rank: 2323
Omega Ratio Rank
ILTB Calmar Ratio Rank: 2727
Calmar Ratio Rank
ILTB Martin Ratio Rank: 2525
Martin Ratio Rank

BLTD
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.

ILTB vs. BLTD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core 10+ Year USD Bond ETF (ILTB) and Bluemonte Long Term Bond ETF (BLTD). 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.


ILTBBLTDDifference
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

1.33

Martin ratioReturn relative to average drawdown

3.38

ILTB vs. BLTD - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ILTBBLTDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.91

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.65

-0.30

Drawdowns

ILTB vs. BLTD - Drawdown Comparison

The maximum ILTB drawdown since its inception was -36.88%, which is greater than BLTD's maximum drawdown of -4.80%. Use the drawdown chart below to compare losses from any high point for ILTB and BLTD.


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Drawdown Indicators


ILTBBLTDDifference

Max Drawdown

Largest peak-to-trough decline

-36.88%

-4.80%

-32.08%

Max Drawdown (1Y)

Largest decline over 1 year

-5.42%

Max Drawdown (3Y)

Largest decline over 3 years

-14.60%

Max Drawdown (5Y)

Largest decline over 5 years

-35.22%

Max Drawdown (10Y)

Largest decline over 10 years

-36.88%

Current Drawdown

Current decline from peak

-21.28%

-2.48%

-18.80%

Average Drawdown

Average peak-to-trough decline

-9.92%

-1.57%

-8.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.13%

Volatility

ILTB vs. BLTD - Volatility Comparison


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Volatility by Period


ILTBBLTDDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.50%

Volatility (6M)

Calculated over the trailing 6-month period

5.54%

Volatility (1Y)

Calculated over the trailing 1-year period

7.88%

6.84%

+1.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.64%

6.84%

+5.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.56%

6.84%

+4.72%

ILTB vs. BLTD - Expense Ratio Comparison

ILTB has a 0.06% expense ratio, which is lower than BLTD's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

ILTB vs. BLTD - Dividend Comparison

ILTB's dividend yield for the trailing twelve months is around 4.96%, more than BLTD's 3.93% yield.


PositionTTM20252024202320222021202020192018201720162015
BLTD
Bluemonte Long Term Bond ETF
3.93%2.48%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ILTB
iShares Core 10+ Year USD Bond ETF
4.96%4.83%4.91%4.38%4.31%3.04%3.32%3.45%4.13%3.97%3.99%4.20%

Frequently Asked Questions


With a correlation of 0.98, ILTB and BLTD 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, ILTB is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ILTB is cheaper with a 0.06% expense ratio, compared with 0.23% for BLTD.

ILTB has the higher dividend yield at 4.96%, compared with 3.93% for BLTD.

They also come from different issuers: iShares and Bluemonte. Their fees differ too: 0.06% for ILTB and 0.23% for BLTD.

Portfolio Optimizer

Find the right allocation for ILTB and BLTD

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