ISRG vs. IBTH
ISRG (Intuitive Surgical, Inc.) is a stock, while IBTH (iShares iBonds Dec 2027 Term Treasury ETF) is Government Bonds fund tracking the ICE 2027 Maturity US Treasury Index. Over the past 5 years, ISRG returned 7.37%/yr vs 0.42%/yr for IBTH. At a 0.07 correlation, their price movements are largely independent.
Performance
ISRG vs. IBTH - 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 IBTH's 1.03% 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%
IBTH
- 1D
- -0.02%
- 1M
- 0.23%
- YTD
- 1.03%
- 6M
- 1.29%
- 1Y
- 3.81%
- 3Y*
- 4.16%
- 5Y*
- 0.42%
- 10Y*
- —
ISRG vs. IBTH - 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% | 50.21% |
IBTH iShares iBonds Dec 2027 Term Treasury ETF | 1.03% | 5.29% | 3.22% | 4.38% | -9.75% | -3.43% | 4.20% |
Correlation
The correlation between ISRG and IBTH is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2020 | 0.07 |
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Return for Risk
ISRG vs. IBTH — Risk / Return Rank
ISRG
IBTH
ISRG vs. IBTH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Intuitive Surgical, Inc. (ISRG) and iShares iBonds Dec 2027 Term Treasury ETF (IBTH). 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 | IBTH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.39 | ||
| Sortino ratioReturn per unit of downside risk | -8.12 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.96 | -1.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.62 | 10.03 | -10.65 |
| Martin ratioReturn relative to average drawdown | -1.24 | 41.28 | -42.53 |
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Drawdowns
ISRG vs. IBTH - Drawdown Comparison
The maximum ISRG drawdown since its inception was -82.26%, which is greater than IBTH's maximum drawdown of -16.16%. Use the drawdown chart below to compare losses from any high point for ISRG and IBTH.
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Drawdown Indicators
| ISRG | IBTH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.26% | -16.16% | -66.10% |
Max Drawdown (1Y)Largest decline over 1 year | -32.14% | -0.38% | -31.76% |
Max Drawdown (3Y)Largest decline over 3 years | -34.10% | -2.09% | -32.01% |
Max Drawdown (5Y)Largest decline over 5 years | -49.90% | -14.41% | -35.49% |
Max Drawdown (10Y)Largest decline over 10 years | -49.90% | — | — |
Current DrawdownCurrent decline from peak | -32.66% | -1.25% | -31.41% |
Average DrawdownAverage peak-to-trough decline | -21.28% | -6.69% | -14.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.00% | 0.09% | +15.91% |
Volatility
ISRG vs. IBTH - Volatility Comparison
Intuitive Surgical, Inc. (ISRG) has a higher volatility of 9.70% compared to iShares iBonds Dec 2027 Term Treasury ETF (IBTH) at 0.20%. This indicates that ISRG's price experiences larger fluctuations and is considered to be riskier than IBTH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISRG | IBTH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.70% | 0.20% | +9.50% |
Volatility (6M)Calculated over the trailing 6-month period | 20.72% | 0.54% | +20.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.69% | 1.03% | +29.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.19% | 4.19% | +29.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.40% | 4.20% | +28.20% |
Dividends
ISRG vs. IBTH - Dividend Comparison
ISRG has not paid dividends to shareholders, while IBTH's dividend yield for the trailing twelve months is around 3.82%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
IBTH iShares iBonds Dec 2027 Term Treasury ETF | 3.82% | 3.92% | 4.04% | 3.61% | 2.00% | 0.77% | 0.50% |
ISRG Intuitive Surgical, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ISRG and IBTH have a correlation of 0.11, 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 IBTH (0.20%). In terms of maximum drawdown, ISRG dropped -82.26% vs IBTH's -16.16%.
IBTH currently has the higher Sharpe Ratio (3.74 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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