TAK vs. IEF
TAK (Takeda Pharmaceutical Company Limited) is a stock, while IEF (iShares 7-10 Year Treasury Bond ETF) is Government Bonds fund tracking the ICE U.S. Treasury 7-10 Year Bond Index. Over the past 10 years, TAK returned 0.88%/yr vs 0.53%/yr for IEF. At a 0.02 correlation, their price movements are largely independent.
Performance
TAK vs. IEF - Performance Comparison
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Returns By Period
In the year-to-date period, TAK achieves a 1.60% return, which is significantly higher than IEF's -0.53% return. Over the past 10 years, TAK has outperformed IEF with an annualized return of 0.88%, while IEF has yielded a comparatively lower 0.53% annualized return.
TAK
- 1D
- 2.39%
- 1M
- -2.52%
- YTD
- 1.60%
- 6M
- 2.46%
- 1Y
- 10.03%
- 3Y*
- 3.51%
- 5Y*
- 2.25%
- 10Y*
- 0.88%
IEF
- 1D
- 0.13%
- 1M
- 0.59%
- YTD
- -0.53%
- 6M
- -0.47%
- 1Y
- 3.01%
- 3Y*
- 2.59%
- 5Y*
- -1.17%
- 10Y*
- 0.53%
TAK vs. IEF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TAK Takeda Pharmaceutical Company Limited | 1.60% | 23.18% | -3.12% | -4.87% | 20.08% | -23.45% | -5.18% | 22.48% | -38.84% | 41.29% |
IEF iShares 7-10 Year Treasury Bond ETF | -0.53% | 8.03% | -0.63% | 3.64% | -15.15% | -3.33% | 10.01% | 8.03% | 0.99% | 2.55% |
Correlation
The correlation between TAK and IEF is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Oct 27, 2008 | 0.02 |
Over the past year, TAK and IEF have become more correlated (0.33) than their long-term average of 0.02, meaning their price movements have been converging.
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Return for Risk
TAK vs. IEF — Risk / Return Rank
TAK
IEF
TAK vs. IEF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Takeda Pharmaceutical Company Limited (TAK) and iShares 7-10 Year Treasury Bond ETF (IEF). 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.
| TAK | IEF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.16 | ||
| Sortino ratioReturn per unit of downside risk | -0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.11 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.50 | 0.74 | -0.24 |
| Martin ratioReturn relative to average drawdown | 1.35 | 2.01 | -0.66 |
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Drawdowns
TAK vs. IEF - Drawdown Comparison
The maximum TAK drawdown since its inception was -54.25%, which is greater than IEF's maximum drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for TAK and IEF.
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Drawdown Indicators
| TAK | IEF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.25% | -23.93% | -30.32% |
Max Drawdown (1Y)Largest decline over 1 year | -20.05% | -4.07% | -15.98% |
Max Drawdown (3Y)Largest decline over 3 years | -20.05% | -7.74% | -12.31% |
Max Drawdown (5Y)Largest decline over 5 years | -24.50% | -21.40% | -3.10% |
Max Drawdown (10Y)Largest decline over 10 years | -54.25% | -23.93% | -30.32% |
Current DrawdownCurrent decline from peak | -30.30% | -11.23% | -19.07% |
Average DrawdownAverage peak-to-trough decline | -23.27% | -5.36% | -17.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.47% | 1.50% | +5.97% |
Volatility
TAK vs. IEF - Volatility Comparison
Takeda Pharmaceutical Company Limited (TAK) has a higher volatility of 7.92% compared to iShares 7-10 Year Treasury Bond ETF (IEF) at 1.41%. This indicates that TAK's price experiences larger fluctuations and is considered to be riskier than IEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TAK | IEF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.92% | 1.41% | +6.51% |
Volatility (6M)Calculated over the trailing 6-month period | 15.33% | 3.48% | +11.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.73% | 4.72% | +16.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.58% | 7.71% | +11.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.04% | 6.62% | +16.42% |
Dividends
TAK vs. IEF - Dividend Comparison
TAK's dividend yield for the trailing twelve months is around 2.03%, less than IEF's 3.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEF iShares 7-10 Year Treasury Bond ETF | 3.90% | 3.77% | 3.62% | 2.91% | 1.96% | 0.83% | 1.08% | 2.08% | 2.24% | 1.82% | 1.81% | 1.90% |
TAK Takeda Pharmaceutical Company Limited | 2.03% | 4.24% | 4.67% | 4.41% | 4.23% | 2.98% | 2.30% | 4.20% | 4.77% | 2.81% | 3.99% | 2.92% |
Frequently Asked Questions
TAK and IEF have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TAK has higher volatility (7.92%) compared to IEF (1.41%). In terms of maximum drawdown, TAK dropped -54.25% vs IEF's -23.93%.
IEF currently has the higher Sharpe Ratio (0.64 vs 0.49), 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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