ISHG vs. BWZ
Compare and contrast key facts about iShares 1-3 Year International Treasury Bond ETF (ISHG) and SPDR Bloomberg Barclays Short Term International Treasury Bond ETF (BWZ).
ISHG and BWZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISHG is a passively managed fund by iShares that tracks the performance of the S&P/Citigroup International Treasury Bond Index Ex-US 1-3 Year. It was launched on Jan 21, 2009. BWZ is a passively managed fund by State Street that tracks the performance of the Bloomberg Global Treasury (1-3 Y) Customized. It was launched on Jan 15, 2009. Both ISHG and BWZ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISHG or BWZ.
Correlation
The correlation between ISHG and BWZ is -1.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
ISHG vs. BWZ - Performance Comparison
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Key characteristics
ISHG:
12.16%
BWZ:
12.30%
ISHG:
-1.60%
BWZ:
-1.56%
ISHG:
-1.21%
BWZ:
-1.23%
Returns By Period
ISHG
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BWZ
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ISHG vs. BWZ - Expense Ratio Comparison
Both ISHG and BWZ have an expense ratio of 0.35%.
Risk-Adjusted Performance
ISHG vs. BWZ — Risk-Adjusted Performance Rank
ISHG
BWZ
ISHG vs. BWZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares 1-3 Year International Treasury Bond ETF (ISHG) and SPDR Bloomberg Barclays Short Term International Treasury Bond ETF (BWZ). 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.
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Dividends
ISHG vs. BWZ - Dividend Comparison
ISHG's dividend yield for the trailing twelve months is around 2.34%, more than BWZ's 2.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISHG iShares 1-3 Year International Treasury Bond ETF | 2.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BWZ SPDR Bloomberg Barclays Short Term International Treasury Bond ETF | 2.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ISHG vs. BWZ - Drawdown Comparison
The maximum ISHG drawdown since its inception was -1.60%, roughly equal to the maximum BWZ drawdown of -1.56%. Use the drawdown chart below to compare losses from any high point for ISHG and BWZ. For additional features, visit the drawdowns tool.
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Volatility
ISHG vs. BWZ - Volatility Comparison
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