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POWR vs. IBTG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

POWR vs. IBTG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Power Infrastructure ETF (POWR) 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, POWR achieves a 18.53% return, which is significantly higher than IBTG's 1.44% return.


POWR

1D
-0.11%
1M
-0.93%
YTD
18.53%
6M
15.28%
1Y
28.87%
3Y*
12.09%
5Y*
15.16%
10Y*
8.66%

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)

POWR vs. IBTG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
POWR
iShares U.S. Power Infrastructure ETF
18.53%10.81%-1.30%3.66%42.54%42.03%-7.44%
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 POWR and IBTG is -0.03, 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

-0.03

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

-0.06

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

-0.10

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

-0.14

The correlation between POWR and IBTG shifts across timeframes, from -0.14 (all time) to -0.03 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

POWR vs. IBTG — Risk / Return Rank

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

POWR
POWR Risk / Return Rank: 5959
Overall Rank
POWR Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
POWR Sortino Ratio Rank: 4848
Sortino Ratio Rank
POWR Omega Ratio Rank: 4747
Omega Ratio Rank
POWR Calmar Ratio Rank: 8686
Calmar Ratio Rank
POWR Martin Ratio Rank: 6666
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.

POWR vs. IBTG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Power Infrastructure ETF (POWR) 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.


POWRIBTGDifference

Sharpe ratio

Return per unit of total volatility

1.74

8.02

-6.27

Sortino ratio

Return per unit of downside risk

2.41

20.36

-17.95

Omega ratio

Gain probability vs. loss probability

1.30

4.40

-3.10

Calmar ratio

Return relative to maximum drawdown

4.85

63.59

-58.74

Martin ratio

Return relative to average drawdown

12.19

256.63

-244.44

POWR vs. IBTG - Sharpe Ratio Comparison

The current POWR Sharpe Ratio is 1.74, which is lower than the IBTG Sharpe Ratio of 8.02. The chart below compares the historical Sharpe Ratios of POWR 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


POWRIBTGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.74

8.02

-6.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

0.26

+0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.19

0.29

-0.10

Drawdowns

POWR vs. IBTG - Drawdown Comparison

The maximum POWR drawdown since its inception was -65.98%, which is greater than IBTG's maximum drawdown of -13.62%. Use the drawdown chart below to compare losses from any high point for POWR and IBTG.


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Drawdown Indicators


POWRIBTGDifference

Max Drawdown

Largest peak-to-trough decline

-65.98%

-13.62%

-52.36%

Max Drawdown (1Y)

Largest decline over 1 year

-5.98%

-0.07%

-5.91%

Max Drawdown (3Y)

Largest decline over 3 years

-23.14%

-1.33%

-21.81%

Max Drawdown (5Y)

Largest decline over 5 years

-25.09%

-12.31%

-12.78%

Max Drawdown (10Y)

Largest decline over 10 years

-63.42%

Current Drawdown

Current decline from peak

-1.45%

0.00%

-1.45%

Average Drawdown

Average peak-to-trough decline

-18.15%

-4.90%

-13.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.38%

0.02%

+2.36%

Volatility

POWR vs. IBTG - Volatility Comparison

iShares U.S. Power Infrastructure ETF (POWR) has a higher volatility of 5.80% compared to iShares iBonds Dec 2026 Term Treasury ETF (IBTG) at 0.12%. This indicates that POWR'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


POWRIBTGDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.80%

0.12%

+5.68%

Volatility (6M)

Calculated over the trailing 6-month period

12.35%

0.32%

+12.03%

Volatility (1Y)

Calculated over the trailing 1-year period

16.65%

0.52%

+16.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.08%

3.27%

+19.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.62%

3.45%

+22.17%

POWR vs. IBTG - Expense Ratio Comparison

POWR has a 0.40% expense ratio, which is higher than IBTG's 0.07% expense ratio.


Dividends

POWR vs. IBTG - Dividend Comparison

POWR's dividend yield for the trailing twelve months is around 6.67%, 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%
POWR
iShares U.S. Power Infrastructure ETF
6.67%7.56%4.36%4.16%4.82%3.94%3.96%5.71%3.17%3.11%2.75%3.42%

Frequently Asked Questions


POWR and IBTG have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

POWR has higher volatility (5.80%) compared to IBTG (0.12%). In terms of maximum drawdown, POWR dropped -65.98% vs IBTG's -13.62%.

On 5-year performance, POWR leads with 15.16% vs 0.84% for IBTG. On fees, IBTG is cheaper at 0.07% per year. On volatility, IBTG has been the lower-risk option at 0.12%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, POWR has performed better with a 15.16% return vs 0.84%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IBTG is cheaper with a 0.07% expense ratio, compared with 0.40% for POWR.

POWR has the higher dividend yield at 6.67%, compared with 3.96% for IBTG.

POWR is categorized as Utilities Equities, while IBTG is Government Bonds. Their fees differ too: 0.40% for POWR and 0.07% for IBTG.

IBTG currently has the higher Sharpe Ratio (8.02 vs 1.74), 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.

Portfolio Optimizer

Find the right allocation for POWR and IBTG

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