ISRG vs. IBDV
ISRG (Intuitive Surgical, Inc.) is a stock, while IBDV (iShares iBonds Dec 2030 Term Corporate ETF) is Corporate Bonds fund tracking the Bloomberg December 2030 Maturity Corporate Index. Over the past 5 years, ISRG returned 7.37%/yr vs 0.77%/yr for IBDV. At a 0.25 correlation, their price movements are largely independent.
Performance
ISRG vs. IBDV - Performance Comparison
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Returns By Period
In the year-to-date period, ISRG achieves a -27.42% return, which is significantly lower than IBDV's 0.41% return.
ISRG
- 1D
- -0.45%
- 1M
- -2.39%
- YTD
- -27.42%
- 6M
- -24.20%
- 1Y
- -19.74%
- 3Y*
- 9.23%
- 5Y*
- 7.37%
- 10Y*
- 19.09%
IBDV
- 1D
- -0.07%
- 1M
- 0.56%
- YTD
- 0.41%
- 6M
- 0.90%
- 1Y
- 4.79%
- 3Y*
- 5.90%
- 5Y*
- 0.77%
- 10Y*
- —
ISRG vs. IBDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ISRG Intuitive Surgical, Inc. | -27.42% | 8.51% | 54.72% | 27.14% | -26.15% | 31.76% | 47.42% |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | 0.41% | 8.19% | 3.42% | 8.51% | -14.67% | -2.64% | 5.22% |
Correlation
The correlation between ISRG and IBDV is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Jun 25, 2020 | 0.25 |
The correlation between ISRG and IBDV shifts across timeframes, from 0.20 (3 years) to 0.31 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
ISRG vs. IBDV — Risk / Return Rank
ISRG
IBDV
ISRG vs. IBDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Intuitive Surgical, Inc. (ISRG) and iShares iBonds Dec 2030 Term Corporate ETF (IBDV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ISRG | IBDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.24 | ||
| Sortino ratioReturn per unit of downside risk | -3.33 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.29 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.62 | 2.21 | -2.83 |
| Martin ratioReturn relative to average drawdown | -1.24 | 7.41 | -8.65 |
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Drawdowns
ISRG vs. IBDV - Drawdown Comparison
The maximum ISRG drawdown since its inception was -82.26%, which is greater than IBDV's maximum drawdown of -21.85%. Use the drawdown chart below to compare losses from any high point for ISRG and IBDV.
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Drawdown Indicators
| ISRG | IBDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.26% | -21.85% | -60.41% |
Max Drawdown (1Y)Largest decline over 1 year | -32.14% | -2.07% | -30.07% |
Max Drawdown (3Y)Largest decline over 3 years | -34.10% | -5.64% | -28.46% |
Max Drawdown (5Y)Largest decline over 5 years | -49.90% | -21.54% | -28.36% |
Max Drawdown (10Y)Largest decline over 10 years | -49.90% | — | — |
Current DrawdownCurrent decline from peak | -32.66% | -0.81% | -31.85% |
Average DrawdownAverage peak-to-trough decline | -21.28% | -7.19% | -14.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.00% | 0.62% | +15.38% |
Volatility
ISRG vs. IBDV - Volatility Comparison
Intuitive Surgical, Inc. (ISRG) has a higher volatility of 9.70% compared to iShares iBonds Dec 2030 Term Corporate ETF (IBDV) at 0.93%. This indicates that ISRG's price experiences larger fluctuations and is considered to be riskier than IBDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISRG | IBDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.70% | 0.93% | +8.77% |
Volatility (6M)Calculated over the trailing 6-month period | 20.72% | 2.04% | +18.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.69% | 2.87% | +27.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.19% | 6.44% | +26.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.40% | 6.25% | +26.15% |
Dividends
ISRG vs. IBDV - Dividend Comparison
ISRG has not paid dividends to shareholders, while IBDV's dividend yield for the trailing twelve months is around 4.59%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
IBDV iShares iBonds Dec 2030 Term Corporate ETF | 4.59% | 4.57% | 4.69% | 4.09% | 3.02% | 1.99% | 0.90% |
ISRG Intuitive Surgical, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ISRG and IBDV have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ISRG has higher volatility (9.70%) compared to IBDV (0.93%). In terms of maximum drawdown, ISRG dropped -82.26% vs IBDV's -21.85%.
IBDV currently has the higher Sharpe Ratio (1.59 vs -0.65), 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.
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