EDV vs IBDU

Comparison between VANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARES (EDV, ETF) and ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF).

5-Year PerformanceIBDU has outperformed EDV, delivering a return of +1.0% compared to -12.1%

EDV vs IBDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EDV(ETF)	IBDU(ETF)
Net Assets	$4B	$4.10B
Expense Ratio	0.05%	0.10%
Max Drawdown	66.66%	22.93%
Sharpe Ratio	-0.54	-0.19
5Y Beta	0.13	0.05
5Y Dividends CAGR	-14.68%	9.63%

Net Assets

EDV

$4B

Winner

IBDU

$4.10B

Expense Ratio

Winner

EDV

0.05%

IBDU

0.10%

Max Drawdown

EDV

66.66%

Winner

IBDU

22.93%

Sharpe Ratio

EDV

-0.54

Winner

IBDU

-0.19

5Y Beta

EDV

0.13

Winner

IBDU

0.05

5Y Dividends CAGR

EDV

-14.68%

Winner

IBDU

9.63%

EDV vs IBDU - Historical Returns

Returns include dividend reinvestment.

Period	EDV	IBDU
1 month	-3.18%	+0.34%
3 months	-3.80%	+0.62%
6 months	-5.58%	+0.60%
1 year	-4.34%	+3.43%
5 years(CAGR)	-12.14%	+1.02%
10 years(CAGR)	-4.31%	N/A
Max(CAGR)	+2.49%	+2.41%

EDV

-3.18%

Winner

IBDU

+0.34%

EDV

-3.80%

Winner

IBDU

+0.62%

EDV

-5.58%

Winner

IBDU

+0.60%

EDV

-4.34%

Winner

IBDU

+3.43%

5Y(CAGR)

EDV

-12.14%

Winner

IBDU

+1.02%

10Y(CAGR)

EDV

-4.31%

IBDU

N/A

Max(CAGR)

Winner

EDV

+2.49%

IBDU

+2.41%

EDV vs IBDU - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	EDV	IBDU
2026	-4.53%	+1.15%
2025	+0.65%	+7.50%
2024	-11.90%	+4.07%
2023	-0.67%	+8.17%
2022	-37.20%	-12.44%
2021	-6.39%	-1.87%
2020	+22.12%	+10.16%
2019	+17.73%	+2.23%
2018	-1.95%	N/A
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 IBDU 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 IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.

The current EDV drawdown is -56.29%.

Rank	EDV	IBDU
#1	-59.94% Mar 9, 2020 - Oct 19, 2023	-19.44% Aug 4, 2021 - Jul 21, 2025
#2	-41.16% Dec 26, 2008 - Sep 21, 2011	-18.22% Mar 5, 2020 - Jun 15, 2020
#3	-29.70% Jul 24, 2012 - Dec 10, 2014	-5.23% Dec 31, 2020 - Aug 2, 2021
#4	-24.19% Jul 8, 2016 - Aug 1, 2019	-1.79% Aug 6, 2020 - Nov 27, 2020
#5	-23.47% Jan 30, 2015 - Jun 16, 2016	-1.65% Oct 4, 2019 - Dec 26, 2019
#6	-16.61% Oct 3, 2011 - Dec 19, 2011	-1.58% Feb 27, 2026 - Aug 5, 2026
#7	-15.59% Dec 19, 2011 - May 17, 2012	-0.81% Nov 30, 2020 - Dec 24, 2020
#8	-12.90% Jan 23, 2008 - Mar 20, 2008	-0.78% Sep 24, 2019 - Oct 2, 2019
#9	-12.32% Mar 20, 2008 - Sep 3, 2008	-0.67% Jun 16, 2020 - Jul 1, 2020
#10	-11.41% Aug 28, 2019 - Feb 21, 2020	-0.55% Feb 3, 2020 - Feb 10, 2020
#11	-10.57% Oct 27, 2008 - Nov 20, 2008	-0.52% Feb 25, 2020 - Feb 28, 2020
#12	-9.87% Sep 17, 2008 - Oct 6, 2008	-0.51% Oct 21, 2025 - Nov 24, 2025
#13	-8.45% Sep 22, 2011 - Oct 3, 2011	-0.47% Sep 15, 2025 - Oct 1, 2025
#14	-6.88% Oct 6, 2008 - Oct 23, 2008	-0.37% Jul 23, 2020 - Jul 29, 2020
#15	-6.24% Jun 1, 2012 - Jul 16, 2012	-0.35% Feb 10, 2020 - Feb 18, 2020

Correlation

Correlation between EDV and IBDU is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.

0.00

-101

Dividend Comparison (2007 - 2026)

EDV vs IBDU dividend yield comparison.

Year	EDV	IBDU
2026	2.70%	2.67%
2025	4.94%	4.67%
2024	4.65%	4.75%
2023	3.81%	4.21%
2022	3.28%	3.34%
2021	1.95%	2.29%
2020	5.54%	2.42%
2019	3.51%	0.74%
2018	2.90%	0.00%
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%