GSY vs IBDU

Comparison between INVESCO ULTRA SHORT DURATION ETF (GSY, ETF) and ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF).

5-Year PerformanceGSY has outperformed IBDU, delivering a return of +3.6% compared to +1.4%

GSY vs IBDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GSY(ETF)	IBDU(ETF)
Net Assets	$3.60B	$3.70B
Expense Ratio	0.22%	0.10%
Max Drawdown	12.14%	22.93%
Sharpe Ratio	2.40	0.70
5Y Beta	0.00	0.05
5Y Dividends CAGR	32.93%	12.82%

Net Assets

GSY

$3.60B

Winner

IBDU

$3.70B

Expense Ratio

GSY

0.22%

Winner

IBDU

0.10%

Max Drawdown

Winner

GSY

12.14%

IBDU

22.93%

Sharpe Ratio

Winner

GSY

2.40

IBDU

0.70

5Y Beta

Winner

GSY

0.00

IBDU

0.05

5Y Dividends CAGR

Winner

GSY

32.93%

IBDU

12.82%

GSY vs IBDU - Historical Returns

Returns include dividend reinvestment.

Period	GSY	IBDU
1 month	+0.41%	+0.17%
3 months	+0.79%	+0.07%
6 months	+1.98%	+1.45%
1 year	+4.66%	+5.60%
5 years(CAGR)	+3.61%	+1.37%
10 years(CAGR)	+2.86%	N/A
Max(CAGR)	+1.94%	+2.42%

Winner

GSY

+0.41%

IBDU

+0.17%

Winner

GSY

+0.79%

IBDU

+0.07%

Winner

GSY

+1.98%

IBDU

+1.45%

GSY

+4.66%

Winner

IBDU

+5.60%

5Y(CAGR)

Winner

GSY

+3.61%

IBDU

+1.37%

10Y(CAGR)

GSY

+2.86%

IBDU

N/A

Max(CAGR)

GSY

+1.94%

Winner

IBDU

+2.42%

GSY vs IBDU - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	GSY	IBDU
2026	+1.27%	+0.62%
2025	+4.98%	+7.50%
2024	+6.00%	+4.07%
2023	+6.03%	+8.17%
2022	+0.05%	-12.44%
2021	+0.03%	-1.87%
2020	+1.90%	+10.16%
2019	+3.34%	+2.23%
2018	+2.16%	N/A
2017	+1.88%	N/A
2016	+1.81%	N/A
2015	+1.00%	N/A
2014	+0.76%	N/A
2013	+1.37%	N/A
2012	+1.53%	N/A
2011	+0.09%	N/A
2010	-0.15%	N/A
2009	+0.06%	N/A
2008	+1.62%	N/A

GSY vs IBDU Drawdown Comparison

The maximum drawdown for GSY was -12.14%, occurring on Dec 4, 2008. Recovery took 2158 trading sessions.

The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.

The current IBDU drawdown is -0.44%.

Rank	GSY	IBDU
#1	-12.14% Dec 3, 2008 - Jun 30, 2017	-19.44% Aug 4, 2021 - Jul 21, 2025
#2	-5.25% Mar 5, 2020 - May 27, 2020	-18.22% Mar 5, 2020 - Jun 15, 2020
#3	-3.29% Nov 20, 2008 - Dec 3, 2008	-5.23% Dec 31, 2020 - Aug 2, 2021
#4	-1.48% Sep 15, 2021 - Jan 9, 2023	-1.79% Aug 6, 2020 - Nov 27, 2020
#5	-0.90% Aug 25, 2008 - Sep 24, 2008	-1.65% Oct 4, 2019 - Dec 26, 2019
#6	-0.80% Sep 24, 2008 - Oct 30, 2008	-1.58% Feb 27, 2026 - Mar 26, 2026
#7	-0.56% Apr 24, 2008 - May 8, 2008	-0.81% Nov 30, 2020 - Dec 24, 2020
#8	-0.30% May 8, 2008 - May 14, 2008	-0.78% Sep 24, 2019 - Oct 2, 2019
#9	-0.26% Jul 25, 2008 - Aug 25, 2008	-0.67% Jun 16, 2020 - Jul 1, 2020
#10	-0.20% Mar 25, 2008 - Apr 24, 2008	-0.55% Feb 3, 2020 - Feb 10, 2020
#11	-0.18% Feb 12, 2008 - Feb 28, 2008	-0.52% Feb 25, 2020 - Feb 28, 2020
#12	-0.18% May 23, 2008 - Jun 24, 2008	-0.51% Oct 21, 2025 - Nov 24, 2025
#13	-0.18% Jun 24, 2008 - Jul 25, 2008	-0.47% Sep 15, 2025 - Oct 1, 2025
#14	-0.18% Apr 3, 2025 - Apr 17, 2025	-0.37% Jul 23, 2020 - Jul 29, 2020
#15	-0.16% Mar 24, 2023 - Apr 3, 2023	-0.35% Feb 10, 2020 - Feb 18, 2020

Correlation

Correlation between GSY and IBDU is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2008 - 2026)

GSY vs IBDU dividend yield comparison.

Year	GSY	IBDU
2026	1.38%	1.53%
2025	4.56%	4.67%
2024	5.31%	4.75%
2023	4.95%	4.21%
2022	1.70%	3.34%
2021	0.58%	2.29%
2020	1.45%	2.42%
2019	2.71%	0.74%
2018	2.30%	0.00%
2017	1.80%	0.00%
2016	1.21%	0.00%
2015	1.17%	0.00%
2014	1.29%	0.00%
2013	1.15%	0.00%
2012	0.72%	0.00%
2011	0.32%	0.00%
2010	0.01%	0.00%
2009	0.24%	0.00%
2008	1.81%	0.00%