HYDB vs IBTI

Comparison between ISHARES HIGH YIELD SYSTEMATIC BOND ETF (HYDB, ETF) and ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF).

5-Year PerformanceHYDB has outperformed IBTI, delivering a return of +4.6% compared to +0.2%

HYDB vs IBTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYDB(ETF)	IBTI(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.35%	0.07%
Max Drawdown	23.21%	20.83%
Sharpe Ratio	0.69	-0.36
5Y Beta	0.24	-0.02
5Y Dividends CAGR	3.30%	36.89%

Net Assets

HYDB

$1.60B

Winner

IBTI

$1.70B

Expense Ratio

HYDB

0.35%

Winner

IBTI

0.07%

Max Drawdown

HYDB

23.21%

Winner

IBTI

20.83%

Sharpe Ratio

Winner

HYDB

0.69

IBTI

-0.36

5Y Beta

HYDB

0.24

Winner

IBTI

-0.02

5Y Dividends CAGR

HYDB

3.30%

Winner

IBTI

36.89%

HYDB vs IBTI - Historical Returns

Returns include dividend reinvestment.

Period	HYDB	IBTI
1 month	+0.47%	+0.32%
3 months	+2.61%	+0.60%
6 months	+1.41%	+0.58%
1 year	+6.09%	+3.03%
5 years(CAGR)	+4.58%	+0.21%
10 years(CAGR)	+5.48%	N/A
Max(CAGR)	+5.48%	+0.23%

Winner

HYDB

+0.47%

IBTI

+0.32%

Winner

HYDB

+2.61%

IBTI

+0.60%

Winner

HYDB

+1.41%

IBTI

+0.58%

Winner

HYDB

+6.09%

IBTI

+3.03%

5Y(CAGR)

Winner

HYDB

+4.58%

IBTI

+0.21%

10Y(CAGR)

HYDB

+5.48%

IBTI

N/A

Max(CAGR)

Winner

HYDB

+5.48%

IBTI

+0.23%

HYDB vs IBTI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	HYDB	IBTI
2026	+1.43%	+0.41%
2025	+7.83%	+6.24%
2024	+9.32%	+2.84%
2023	+13.97%	+4.22%
2022	-9.93%	-10.75%
2021	+5.26%	-3.53%
2020	+7.25%	+3.65%
2019	+16.27%	N/A
2018	-3.10%	N/A
2017	+3.37%	N/A

HYDB vs IBTI Drawdown Comparison

The maximum drawdown for HYDB was -21.58%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.

The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current HYDB drawdown is -0.25%. The current IBTI drawdown is -3.78%.

Rank	HYDB	IBTI
#1	-21.58% Feb 20, 2020 - Oct 8, 2020	-18.46% Aug 4, 2020 - Oct 20, 2022
#2	-14.28% Dec 28, 2021 - Dec 1, 2023	-4.63% Mar 9, 2020 - Apr 1, 2020
#3	-6.52% Oct 3, 2018 - Feb 5, 2019	-1.69% Apr 21, 2020 - Jul 17, 2020
#4	-5.58% Feb 28, 2025 - Jun 4, 2025	-0.94% Apr 3, 2020 - Apr 15, 2020
#5	-3.37% Jan 26, 2018 - Aug 7, 2018	-0.21% Apr 16, 2020 - Apr 20, 2020
#6	-2.83% Feb 20, 2026 - Apr 14, 2026	-0.19% Jul 23, 2020 - Jul 28, 2020
#7	-2.43% Aug 11, 2017 - Oct 23, 2017	-0.12% Jul 31, 2020 - Aug 4, 2020
#8	-2.21% May 3, 2019 - Jun 18, 2019	-0.04% Mar 3, 2020 - Mar 5, 2020
#9	-1.94% Mar 27, 2024 - May 3, 2024	-0.04% Apr 1, 2020 - Apr 3, 2020
#10	-1.94% Nov 9, 2021 - Dec 23, 2021	N/A
#11	-1.77% Dec 6, 2024 - Jan 21, 2025	N/A
#12	-1.63% Dec 27, 2023 - Jan 25, 2024	N/A
#13	-1.59% Oct 23, 2017 - Dec 29, 2017	N/A
#14	-1.52% Sep 22, 2025 - Oct 27, 2025	N/A
#15	-1.45% Feb 12, 2021 - Apr 5, 2021	N/A