IBDR vs ARTY

Comparison between ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF) and ISHARES FUTURE AI & TECH ETF (ARTY, ETF).

5-Year PerformanceARTY has outperformed IBDR, delivering a return of +12.0% compared to +1.5%

IBDR vs ARTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDR(ETF)	ARTY(ETF)
Net Assets	$3.60B	$3.70B
Expense Ratio	0.10%	0.47%
Max Drawdown	16.31%	55.76%
Sharpe Ratio	0.99	2.02
5Y Beta	0.01	1.62
P/E Ratio	N/A	59.77
Forward P/E	N/A	26.04
PEG Ratio	N/A	0.28
5Y Dividends CAGR	9.31%	8.09%
Debt to Equity	N/A	69.77%
P/S Ratio	N/A	6.49
P/B Ratio	N/A	10.69

Net Assets

IBDR

$3.60B

Winner

ARTY

$3.70B

Expense Ratio

Winner

IBDR

0.10%

ARTY

0.47%

Max Drawdown

Winner

IBDR

16.31%

ARTY

55.76%

Sharpe Ratio

IBDR

0.99

Winner

ARTY

2.02

5Y Beta

Winner

IBDR

0.01

ARTY

1.62

P/E Ratio

IBDR

N/A

ARTY

59.77

Forward P/E

IBDR

N/A

ARTY

26.04

PEG Ratio

IBDR

N/A

ARTY

0.28

5Y Dividends CAGR

Winner

IBDR

9.31%

ARTY

8.09%

Debt to Equity

IBDR

N/A

ARTY

69.77%

P/S Ratio

IBDR

N/A

ARTY

6.49

P/B Ratio

IBDR

N/A

ARTY

10.69

IBDR vs ARTY - Historical Returns

Returns include dividend reinvestment.

Period	IBDR	ARTY
1 month	+0.37%	+9.49%
3 months	+1.09%	+51.76%
6 months	+1.88%	+53.12%
1 year	+4.43%	+89.67%
5 years(CAGR)	+1.46%	+11.98%
10 years(CAGR)	+2.98%	N/A
Max(CAGR)	+2.98%	+16.19%

IBDR

+0.37%

Winner

ARTY

+9.49%

IBDR

+1.09%

Winner

ARTY

+51.76%

IBDR

+1.88%

Winner

ARTY

+53.12%

IBDR

+4.43%

Winner

ARTY

+89.67%

5Y(CAGR)

IBDR

+1.46%

Winner

ARTY

+11.98%

10Y(CAGR)

IBDR

+2.98%

ARTY

N/A

Max(CAGR)

IBDR

+2.98%

Winner

ARTY

+16.19%

IBDR vs ARTY - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IBDR	ARTY
2026	+1.61%	+47.66%
2025	+5.03%	+29.45%
2024	+5.25%	+10.75%
2023	+5.78%	+35.02%
2022	-7.96%	-38.41%
2021	-1.68%	+6.59%
2020	+9.14%	+45.71%
2019	+14.17%	+33.74%
2018	-2.45%	-14.31%
2017	+5.53%	N/A
2016	-3.34%	N/A

IBDR vs ARTY Drawdown Comparison

The maximum drawdown for IBDR was -16.06%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.

The maximum drawdown for ARTY was -54.49%, occurring on Oct 14, 2022. Recovery took 1167 trading sessions.

The current ARTY drawdown is -9.26%.

Rank	IBDR	ARTY
#1	-16.06% Mar 4, 2020 - Jun 2, 2020	-54.49% Feb 16, 2021 - Oct 8, 2025
#2	-13.13% Dec 31, 2020 - Dec 6, 2024	-32.23% Feb 12, 2020 - Jun 5, 2020
#3	-6.23% Sep 26, 2016 - Aug 3, 2017	-24.26% Sep 26, 2018 - Apr 3, 2019
#4	-5.01% Sep 7, 2017 - Jan 31, 2019	-18.81% Jan 28, 2026 - Apr 14, 2026
#5	-2.03% Aug 28, 2019 - Oct 3, 2019	-15.07% Jun 2, 2026 - Jun 10, 2026
#6	-1.19% Oct 31, 2019 - Nov 26, 2019	-14.10% Oct 29, 2025 - Jan 16, 2026
#7	-1.19% Jul 3, 2019 - Aug 1, 2019	-13.00% Apr 23, 2019 - Nov 5, 2019
#8	-0.95% Aug 6, 2020 - Nov 4, 2020	-8.95% Sep 2, 2020 - Nov 4, 2020
#9	-0.86% Oct 3, 2019 - Oct 31, 2019	-7.96% May 11, 2026 - May 26, 2026
#10	-0.70% Feb 26, 2019 - Mar 7, 2019	-6.09% Jan 17, 2020 - Feb 12, 2020
#11	-0.67% Jun 16, 2020 - Jul 2, 2020	-5.05% Jun 8, 2020 - Jun 17, 2020
#12	-0.64% Jun 10, 2020 - Jun 15, 2020	-4.78% Oct 9, 2025 - Oct 27, 2025
#13	-0.62% Apr 10, 2019 - Apr 24, 2019	-4.58% Jul 25, 2018 - Aug 24, 2018
#14	-0.61% Aug 3, 2017 - Aug 23, 2017	-3.62% Apr 24, 2026 - May 1, 2026
#15	-0.57% Apr 26, 2019 - May 7, 2019	-3.51% Jan 26, 2021 - Feb 2, 2021

Correlation

Correlation between IBDR and ARTY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2016 - 2026)

IBDR vs ARTY dividend yield comparison.

Year	IBDR	ARTY
2026	1.68%	0.00%
2025	4.20%	0.00%
2024	4.13%	0.50%
2023	3.41%	0.88%
2022	2.44%	0.75%
2021	2.11%	2.41%
2020	2.61%	0.53%
2019	3.25%	0.69%
2018	3.56%	0.34%
2017	3.22%	0.00%
2016	0.86%	0.00%