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EIS vs IBTK

Comparison between ISHARES MSCI ISRAEL ETF (EIS, ETF) and ISHARES IBONDS DEC 2030 TERM TREASURY ETF (IBTK, ETF).

5-Year PerformanceEIS has outperformed IBTK, delivering a return of +13.5% compared to -1.1%

EIS vs IBTK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
EIS
$898M
IBTK
$896M
Expense Ratio
EIS
0.59%
Winner
IBTK
0.07%
Max Drawdown
Winner
EIS
51.94%
IBTK
86.51%
Sharpe Ratio
Winner
EIS
1.08
IBTK
-0.43
5Y Beta
EIS
0.86
Winner
IBTK
-0.02
5Y Dividends CAGR
Winner
EIS
60.02%
IBTK
40.47%

EIS vs IBTK - Historical Returns

Returns include dividend reinvestment.

1M
EIS
-0.33%
Winner
IBTK
+0.10%
3M
EIS
-3.92%
Winner
IBTK
-0.64%
6M
Winner
EIS
+3.65%
IBTK
-0.14%
1Y
Winner
EIS
+28.58%
IBTK
+2.27%
5Y(CAGR)
Winner
EIS
+13.49%
IBTK
-1.15%
10Y(CAGR)
EIS
+10.91%
IBTK
N/A
Max(CAGR)
Winner
EIS
+6.94%
IBTK
-1.61%

EIS vs IBTK - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearEISIBTK
2026+8.42%-0.34%
2025+45.88%+7.43%
2024+33.61%+1.48%
2023+5.29%+3.37%
2022-27.96%-13.82%
2021+24.34%-3.58%
2020+10.70%-1.90%
2019+19.92%N/A
2018-6.87%N/A
2017+10.83%N/A
2016-3.06%N/A
2015+8.25%N/A
2014-0.60%N/A
2013+15.21%N/A
2012+5.38%N/A
2011-33.56%N/A
2010+10.90%N/A
2009+71.72%N/A
2008-37.21%N/A

EIS vs IBTK Drawdown Comparison

The maximum drawdown for EIS was -51.94%, occurring on Nov 20, 2008. Recovery took 402 trading sessions.

The maximum drawdown for IBTK was -86.47%, occurring on Dec 23, 2020. This drawdown has not yet recovered.

The current EIS drawdown is -11.81%. The current IBTK drawdown is -9.92%.

RankEISIBTK
#1-51.94%
May 30, 2008 - Jan 4, 2010
-86.47%
Jul 30, 2020 - Dec 23, 2020
#2-41.87%
Jan 3, 2022 - Dec 4, 2024
-0.08%
Jul 20, 2020 - Jul 24, 2020
#3-40.27%
Jan 18, 2011 - Jul 28, 2015
N/A
#4-38.24%
Feb 19, 2020 - Dec 17, 2020
N/A
#5-22.46%
Apr 5, 2010 - Dec 10, 2010
N/A
#6-20.88%
Aug 14, 2015 - Jun 19, 2017
N/A
#7-20.06%
Sep 20, 2018 - Nov 15, 2019
N/A
#8-16.59%
Feb 18, 2025 - May 27, 2025
N/A
#9-15.50%
Jul 13, 2017 - Jan 26, 2018
N/A
#10-13.89%
May 29, 2026 - Jun 26, 2026
N/A
#11-12.40%
Mar 4, 2026 - Apr 14, 2026
N/A
#12-12.01%
Jan 26, 2018 - Aug 16, 2018
N/A
#13-10.50%
Jul 9, 2025 - Sep 9, 2025
N/A
#14-8.13%
Jan 13, 2021 - Apr 26, 2021
N/A
#15-7.39%
Nov 16, 2021 - Jan 3, 2022
N/A

Correlation

Correlation between EIS and IBTK is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26
-101

Dividend Comparison (2008 - 2026)

EIS vs IBTK dividend yield comparison.

YearEISIBTK
20260.64%1.88%
20251.44%3.79%
20241.38%3.93%
20231.39%3.05%
20221.66%2.27%
20211.04%0.84%
20200.17%0.26%
20192.06%0.00%
20180.87%0.00%
20172.02%0.00%
20161.78%0.00%
20152.55%0.00%
20141.86%0.00%
20132.20%0.00%
20122.48%0.00%
20113.49%0.00%
20103.16%0.00%
20091.43%0.00%
20082.38%0.00%

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