TAK vs. IEF
Compare and contrast key facts about Takeda Pharmaceutical Company Limited (TAK) and iShares 7-10 Year Treasury Bond ETF (IEF).
IEF is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 7-10 Year Treasury Bond Index. It was launched on Jul 26, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TAK or IEF.
Correlation
The correlation between TAK and IEF is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
TAK vs. IEF - Performance Comparison
Key characteristics
TAK:
0.61
IEF:
0.94
TAK:
0.96
IEF:
1.42
TAK:
1.12
IEF:
1.16
TAK:
0.25
IEF:
0.30
TAK:
2.06
IEF:
2.02
TAK:
5.48%
IEF:
3.09%
TAK:
18.59%
IEF:
6.60%
TAK:
-52.76%
IEF:
-23.93%
TAK:
-34.79%
IEF:
-14.74%
Returns By Period
In the year-to-date period, TAK achieves a 9.82% return, which is significantly higher than IEF's 3.21% return. Over the past 10 years, TAK has underperformed IEF with an annualized return of -0.94%, while IEF has yielded a comparatively higher 0.63% annualized return.
TAK
9.82%
-3.13%
3.49%
12.90%
1.29%
-0.94%
IEF
3.21%
0.38%
0.15%
6.92%
-2.92%
0.63%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
TAK vs. IEF — Risk-Adjusted Performance Rank
TAK
IEF
TAK vs. IEF - Risk-Adjusted Performance 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.
Dividends
TAK vs. IEF - Dividend Comparison
TAK's dividend yield for the trailing twelve months is around 2.29%, less than IEF's 3.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAK Takeda Pharmaceutical Company Limited | 2.29% | 4.78% | 4.41% | 3.69% | 5.80% | 3.84% | 4.94% | 8.33% | 5.14% | 6.91% | 5.34% | 5.03% |
IEF iShares 7-10 Year Treasury Bond ETF | 3.66% | 3.62% | 2.91% | 1.96% | 0.83% | 1.08% | 2.08% | 2.24% | 1.82% | 1.81% | 1.90% | 2.05% |
Drawdowns
TAK vs. IEF - Drawdown Comparison
The maximum TAK drawdown since its inception was -52.76%, 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. For additional features, visit the drawdowns tool.
Volatility
TAK vs. IEF - Volatility Comparison
Takeda Pharmaceutical Company Limited (TAK) has a higher volatility of 7.43% compared to iShares 7-10 Year Treasury Bond ETF (IEF) at 2.46%. 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.