META vs. IBDT
META (Meta Platforms, Inc.) is a stock, while IBDT (iShares iBonds Dec 2028 Term Corporate ETF) is Corporate Bonds fund tracking the Bloomberg December 2028 Maturity Corporate Index. Over the past 5 years, META returned 11.52%/yr vs 1.25%/yr for IBDT. At a 0.13 correlation, their price movements are largely independent.
Performance
META vs. IBDT - Performance Comparison
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Returns By Period
In the year-to-date period, META achieves a -14.03% return, which is significantly lower than IBDT's 0.92% return.
META
- 1D
- -0.26%
- 1M
- -7.69%
- YTD
- -14.03%
- 6M
- -11.84%
- 1Y
- -16.71%
- 3Y*
- 28.18%
- 5Y*
- 11.52%
- 10Y*
- 17.39%
IBDT
- 1D
- 0.02%
- 1M
- 0.45%
- YTD
- 0.92%
- 6M
- 1.33%
- 1Y
- 4.61%
- 3Y*
- 5.76%
- 5Y*
- 1.25%
- 10Y*
- —
META vs. IBDT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
META Meta Platforms, Inc. | -14.03% | 13.09% | 66.05% | 194.13% | -64.22% | 23.13% | 33.09% | 56.57% | -19.61% |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 0.92% | 7.02% | 3.97% | 7.72% | -11.42% | -1.90% | 9.62% | 15.15% | 1.47% |
Correlation
The correlation between META and IBDT is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2018 | 0.13 |
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Return for Risk
META vs. IBDT — Risk / Return Rank
META
IBDT
META vs. IBDT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meta Platforms, Inc. (META) and iShares iBonds Dec 2028 Term Corporate ETF (IBDT). 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.
| META | IBDT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.31 | ||
| Sortino ratioReturn per unit of downside risk | -5.05 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.59 | -0.66 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 4.38 | -4.92 |
| Martin ratioReturn relative to average drawdown | -1.12 | 20.12 | -21.24 |
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Drawdowns
META vs. IBDT - Drawdown Comparison
The maximum META drawdown since its inception was -76.74%, which is greater than IBDT's maximum drawdown of -17.79%. Use the drawdown chart below to compare losses from any high point for META and IBDT.
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Drawdown Indicators
| META | IBDT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.74% | -17.79% | -58.95% |
Max Drawdown (1Y)Largest decline over 1 year | -33.30% | -1.03% | -32.27% |
Max Drawdown (3Y)Largest decline over 3 years | -34.15% | -3.19% | -30.96% |
Max Drawdown (5Y)Largest decline over 5 years | -76.74% | -17.68% | -59.06% |
Max Drawdown (10Y)Largest decline over 10 years | -76.74% | — | — |
Current DrawdownCurrent decline from peak | -28.06% | 0.00% | -28.06% |
Average DrawdownAverage peak-to-trough decline | -15.83% | -4.15% | -11.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.06% | 0.22% | +15.84% |
Volatility
META vs. IBDT - Volatility Comparison
Meta Platforms, Inc. (META) has a higher volatility of 10.17% compared to iShares iBonds Dec 2028 Term Corporate ETF (IBDT) at 0.44%. This indicates that META's price experiences larger fluctuations and is considered to be riskier than IBDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| META | IBDT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.17% | 0.44% | +9.73% |
Volatility (6M)Calculated over the trailing 6-month period | 26.91% | 1.07% | +25.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.52% | 1.61% | +33.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.04% | 5.07% | +38.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.67% | 6.36% | +32.31% |
Dividends
META vs. IBDT - Dividend Comparison
META's dividend yield for the trailing twelve months is around 0.37%, less than IBDT's 4.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 4.54% | 4.56% | 4.67% | 4.10% | 3.25% | 2.45% | 2.80% | 3.32% | 1.47% |
META Meta Platforms, Inc. | 0.37% | 0.32% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
META and IBDT have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
META has higher volatility (10.17%) compared to IBDT (0.44%). In terms of maximum drawdown, META dropped -76.74% vs IBDT's -17.79%.
IBDT currently has the higher Sharpe Ratio (2.81 vs -0.51), 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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