EDV vs IBDT

Comparison between VANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARES (EDV, ETF) and ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT, ETF).

5-Year PerformanceIBDT has outperformed EDV, delivering a return of +1.2% compared to -12.1%

EDV vs IBDT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EDV(ETF)	IBDT(ETF)
Net Assets	$4B	$4.10B
Expense Ratio	0.05%	0.10%
Max Drawdown	66.66%	21.32%
Sharpe Ratio	-0.54	-0.17
5Y Beta	0.13	0.03
5Y Dividends CAGR	-14.68%	7.21%

Net Assets

EDV

$4B

Winner

IBDT

$4.10B

Expense Ratio

Winner

EDV

0.05%

IBDT

0.10%

Max Drawdown

EDV

66.66%

Winner

IBDT

21.32%

Sharpe Ratio

EDV

-0.54

Winner

IBDT

-0.17

5Y Beta

EDV

0.13

Winner

IBDT

0.03

5Y Dividends CAGR

EDV

-14.68%

Winner

IBDT

7.21%

EDV vs IBDT - Historical Returns

Returns include dividend reinvestment.

Period	EDV	IBDT
1 month	-3.18%	+0.37%
3 months	-3.80%	+0.79%
6 months	-5.58%	+0.91%
1 year	-4.34%	+3.67%
5 years(CAGR)	-12.14%	+1.21%
10 years(CAGR)	-4.31%	N/A
Max(CAGR)	+2.49%	+3.87%

EDV

-3.18%

Winner

IBDT

+0.37%

EDV

-3.80%

Winner

IBDT

+0.79%

EDV

-5.58%

Winner

IBDT

+0.91%

EDV

-4.34%

Winner

IBDT

+3.67%

5Y(CAGR)

EDV

-12.14%

Winner

IBDT

+1.21%

10Y(CAGR)

EDV

-4.31%

IBDT

N/A

Max(CAGR)

EDV

+2.49%

Winner

IBDT

+3.87%

EDV vs IBDT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	EDV	IBDT
2026	-4.53%	+1.38%
2025	+0.65%	+6.93%
2024	-11.90%	+4.34%
2023	-0.67%	+7.32%
2022	-37.20%	-11.23%
2021	-6.39%	-1.91%
2020	+22.12%	+9.66%
2019	+17.73%	+15.26%
2018	-1.95%	+1.18%
2017	+13.13%	N/A
2016	+0.12%	N/A
2015	-6.57%	N/A
2014	+43.90%	N/A
2013	-17.96%	N/A
2012	+4.50%	N/A
2011	+58.84%	N/A
2010	+10.90%	N/A
2009	-31.11%	N/A
2008	+50.57%	N/A
2007	+3.23%	N/A

EDV vs IBDT Drawdown Comparison

The maximum drawdown for EDV was -59.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for IBDT was -17.79%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.

The current EDV drawdown is -56.29%.

Rank	EDV	IBDT
#1	-59.94% Mar 9, 2020 - Oct 19, 2023	-17.79% Mar 6, 2020 - Jun 15, 2020
#2	-41.16% Dec 26, 2008 - Sep 21, 2011	-17.69% Aug 2, 2021 - May 29, 2025
#3	-29.70% Jul 24, 2012 - Dec 10, 2014	-4.41% Dec 30, 2020 - Aug 2, 2021
#4	-24.19% Jul 8, 2016 - Aug 1, 2019	-2.61% Sep 4, 2019 - Dec 3, 2019
#5	-23.47% Jan 30, 2015 - Jun 16, 2016	-1.82% Oct 2, 2018 - Dec 28, 2018
#6	-16.61% Oct 3, 2011 - Dec 19, 2011	-1.66% Aug 4, 2020 - Nov 19, 2020
#7	-15.59% Dec 19, 2011 - May 17, 2012	-1.36% Jul 3, 2019 - Aug 1, 2019
#8	-12.90% Jan 23, 2008 - Mar 20, 2008	-1.03% Feb 23, 2026 - May 8, 2026
#9	-12.32% Mar 20, 2008 - Sep 3, 2008	-1.01% Jan 31, 2019 - Feb 26, 2019
#10	-11.41% Aug 28, 2019 - Feb 21, 2020	-0.86% Jun 17, 2020 - Jul 1, 2020
#11	-10.57% Oct 27, 2008 - Nov 20, 2008	-0.78% Mar 27, 2019 - Apr 10, 2019
#12	-9.87% Sep 17, 2008 - Oct 6, 2008	-0.69% Apr 10, 2019 - Apr 26, 2019
#13	-8.45% Sep 22, 2011 - Oct 3, 2011	-0.67% Nov 30, 2020 - Dec 18, 2020
#14	-6.88% Oct 6, 2008 - Oct 23, 2008	-0.61% Dec 3, 2019 - Dec 27, 2019
#15	-6.24% Jun 1, 2012 - Jul 16, 2012	-0.53% Feb 26, 2019 - Mar 8, 2019

Correlation

Correlation between EDV and IBDT is -0.05 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.05

-101

Dividend Comparison (2007 - 2026)

EDV vs IBDT dividend yield comparison.

Year	EDV	IBDT
2026	2.70%	2.59%
2025	4.94%	4.56%
2024	4.65%	4.67%
2023	3.81%	4.10%
2022	3.28%	3.25%
2021	1.95%	2.45%
2020	5.54%	2.80%
2019	3.51%	3.32%
2018	2.90%	1.47%
2017	2.92%	0.00%
2016	5.32%	0.00%
2015	4.24%	0.00%
2014	3.12%	0.00%
2013	5.03%	0.00%
2012	7.54%	0.00%
2011	5.12%	0.00%
2010	4.67%	0.00%
2009	19.33%	0.00%
2008	2.61%	0.00%
2007	0.36%	0.00%