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KMB vs. IBTG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

KMB vs. IBTG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kimberly-Clark Corporation (KMB) and iShares iBonds Dec 2026 Term Treasury ETF (IBTG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KMB achieves a -4.92% return, which is significantly lower than IBTG's 1.44% return.


KMB

1D
-2.80%
1M
-0.93%
YTD
-4.92%
6M
-8.51%
1Y
-29.05%
3Y*
-7.87%
5Y*
-2.82%
10Y*
0.29%

IBTG

1D
0.00%
1M
0.28%
YTD
1.44%
6M
1.80%
1Y
4.14%
3Y*
4.11%
5Y*
0.84%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

KMB vs. IBTG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
KMB
Kimberly-Clark Corporation
-4.92%-19.86%11.79%-7.08%-1.58%9.66%5.85%
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
1.44%4.40%3.97%4.34%-8.18%-3.04%3.99%

Correlation

The correlation between KMB and IBTG is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.04

Correlation (3Y)
Calculated over the trailing 3-year period

0.07

Correlation (5Y)
Calculated over the trailing 5-year period

0.11

Correlation (All Time)
Calculated using the full available price history since Mar 2, 2020

0.08

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Return for Risk

KMB vs. IBTG — Risk / Return Rank

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

KMB
KMB Risk / Return Rank: 44
Overall Rank
KMB Sharpe Ratio Rank: 22
Sharpe Ratio Rank
KMB Sortino Ratio Rank: 55
Sortino Ratio Rank
KMB Omega Ratio Rank: 44
Omega Ratio Rank
KMB Calmar Ratio Rank: 22
Calmar Ratio Rank
KMB Martin Ratio Rank: 55
Martin Ratio Rank

IBTG
IBTG Risk / Return Rank: 9999
Overall Rank
IBTG Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
IBTG Sortino Ratio Rank: 9999
Sortino Ratio Rank
IBTG Omega Ratio Rank: 9999
Omega Ratio Rank
IBTG Calmar Ratio Rank: 100100
Calmar Ratio Rank
IBTG Martin Ratio Rank: 9999
Martin Ratio Rank
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.

KMB vs. IBTG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kimberly-Clark Corporation (KMB) and iShares iBonds Dec 2026 Term Treasury ETF (IBTG). 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.


KMBIBTGDifference
Sharpe ratioReturn per unit of total volatility

-9.19

Sortino ratioReturn per unit of downside risk

-21.86

Omega ratioGain probability vs. loss probability

0.78

4.40

-3.62

Calmar ratioReturn relative to maximum drawdown

-0.98

63.59

-64.57

Martin ratioReturn relative to average drawdown

-1.51

256.63

-258.14

KMB vs. IBTG - Sharpe Ratio Comparison

The current KMB Sharpe Ratio is -1.17, which is lower than the IBTG Sharpe Ratio of 8.02. The chart below compares the historical Sharpe Ratios of KMB and IBTG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


KMBIBTGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.17

8.02

-9.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.14

0.26

-0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.29

+0.17

Drawdowns

KMB vs. IBTG - Drawdown Comparison

The maximum KMB drawdown since its inception was -36.97%, which is greater than IBTG's maximum drawdown of -13.62%. Use the drawdown chart below to compare losses from any high point for KMB and IBTG.


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Drawdown Indicators


KMBIBTGDifference

Max Drawdown

Largest peak-to-trough decline

-36.97%

-13.62%

-23.35%

Max Drawdown (1Y)

Largest decline over 1 year

-29.79%

-0.07%

-29.72%

Max Drawdown (3Y)

Largest decline over 3 years

-34.06%

-1.33%

-32.73%

Max Drawdown (5Y)

Largest decline over 5 years

-34.06%

-12.31%

-21.75%

Max Drawdown (10Y)

Largest decline over 10 years

-34.06%

Current Drawdown

Current decline from peak

-32.85%

0.00%

-32.85%

Average Drawdown

Average peak-to-trough decline

-8.84%

-4.90%

-3.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.81%

0.02%

+19.79%

Volatility

KMB vs. IBTG - Volatility Comparison

Kimberly-Clark Corporation (KMB) has a higher volatility of 6.43% compared to iShares iBonds Dec 2026 Term Treasury ETF (IBTG) at 0.12%. This indicates that KMB's price experiences larger fluctuations and is considered to be riskier than IBTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KMBIBTGDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.43%

0.12%

+6.31%

Volatility (6M)

Calculated over the trailing 6-month period

15.33%

0.32%

+15.01%

Volatility (1Y)

Calculated over the trailing 1-year period

24.88%

0.52%

+24.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.95%

3.27%

+16.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.96%

3.45%

+17.51%

Dividends

KMB vs. IBTG - Dividend Comparison

KMB's dividend yield for the trailing twelve months is around 5.34%, more than IBTG's 3.96% yield.


PositionTTM20252024202320222021202020192018201720162015
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
3.96%4.03%4.08%3.61%2.06%0.66%0.53%0.00%0.00%0.00%0.00%0.00%
KMB
Kimberly-Clark Corporation
5.34%5.00%3.72%3.88%3.42%3.19%3.17%3.00%3.51%3.22%3.22%2.77%

Frequently Asked Questions


KMB and IBTG have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KMB has higher volatility (6.43%) compared to IBTG (0.12%). In terms of maximum drawdown, KMB dropped -36.97% vs IBTG's -13.62%.

IBTG currently has the higher Sharpe Ratio (8.02 vs -1.17), 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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