IBDR vs EUFN

Comparison between ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF) and ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF).

5-Year PerformanceEUFN has outperformed IBDR, delivering a return of +18.5% compared to +1.5%

IBDR vs EUFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDR(ETF)	EUFN(ETF)
Net Assets	$3.60B	$3.60B
Expense Ratio	0.10%	0.49%
Max Drawdown	16.31%	59.14%
Sharpe Ratio	0.99	1.11
5Y Beta	0.01	0.82
5Y Dividends CAGR	9.31%	33.53%

Net Assets

IBDR

$3.60B

EUFN

$3.60B

Expense Ratio

Winner

IBDR

0.10%

EUFN

0.49%

Max Drawdown

Winner

IBDR

16.31%

EUFN

59.14%

Sharpe Ratio

IBDR

0.99

Winner

EUFN

1.11

5Y Beta

Winner

IBDR

0.01

EUFN

0.82

5Y Dividends CAGR

IBDR

9.31%

Winner

EUFN

33.53%

IBDR vs EUFN - Historical Returns

Returns include dividend reinvestment.

Period	IBDR	EUFN
1 month	+0.37%	+3.46%
3 months	+1.09%	+13.60%
6 months	+1.88%	+9.09%
1 year	+4.43%	+26.23%
5 years(CAGR)	+1.46%	+18.46%
10 years(CAGR)	+2.98%	+13.28%
Max(CAGR)	+2.98%	+7.19%

IBDR

+0.37%

Winner

EUFN

+3.46%

IBDR

+1.09%

Winner

EUFN

+13.60%

IBDR

+1.88%

Winner

EUFN

+9.09%

IBDR

+4.43%

Winner

EUFN

+26.23%

5Y(CAGR)

IBDR

+1.46%

Winner

EUFN

+18.46%

10Y(CAGR)

IBDR

+2.98%

Winner

EUFN

+13.28%

Max(CAGR)

IBDR

+2.98%

Winner

EUFN

+7.19%

IBDR vs EUFN - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IBDR	EUFN
2026	+1.61%	+3.52%
2025	+5.03%	+67.60%
2024	+5.25%	+18.14%
2023	+5.78%	+24.26%
2022	-7.96%	-9.61%
2021	-1.68%	+19.77%
2020	+9.14%	-9.99%
2019	+14.17%	+21.29%
2018	-2.45%	-23.77%
2017	+5.53%	+24.49%
2016	-3.34%	-0.66%
2015	N/A	-4.80%
2014	N/A	-7.21%
2013	N/A	+26.80%
2012	N/A	+31.10%
2011	N/A	-27.56%
2010	N/A	-3.91%

IBDR vs EUFN Drawdown Comparison

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

The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.

The current EUFN drawdown is -0.10%.

Rank	IBDR	EUFN
#1	-16.06% Mar 4, 2020 - Jun 2, 2020	-53.26% Jan 26, 2018 - Dec 1, 2023
#2	-13.13% Dec 31, 2020 - Dec 6, 2024	-43.38% Apr 29, 2011 - Sep 18, 2013
#3	-6.23% Sep 26, 2016 - Aug 3, 2017	-39.47% Jun 6, 2014 - Aug 1, 2017
#4	-5.01% Sep 7, 2017 - Jan 31, 2019	-27.21% Apr 13, 2010 - Nov 4, 2010
#5	-2.03% Aug 28, 2019 - Oct 3, 2019	-17.18% Nov 4, 2010 - Feb 1, 2011
#6	-1.19% Oct 31, 2019 - Nov 26, 2019	-15.95% Mar 18, 2025 - Apr 24, 2025
#7	-1.19% Jul 3, 2019 - Aug 1, 2019	-14.77% Feb 2, 2026 - Apr 17, 2026
#8	-0.95% Aug 6, 2020 - Nov 4, 2020	-11.87% Feb 17, 2011 - Apr 27, 2011
#9	-0.86% Oct 3, 2019 - Oct 31, 2019	-9.82% Jan 15, 2014 - Jun 5, 2014
#10	-0.70% Feb 26, 2019 - Mar 7, 2019	-9.16% Feb 3, 2010 - Mar 19, 2010
#11	-0.67% Jun 16, 2020 - Jul 2, 2020	-8.12% Jun 3, 2024 - Aug 19, 2024
#12	-0.64% Jun 10, 2020 - Jun 15, 2020	-6.88% Sep 26, 2024 - Jan 21, 2025
#13	-0.62% Apr 10, 2019 - Apr 24, 2019	-6.81% Nov 12, 2025 - Dec 10, 2025
#14	-0.61% Aug 3, 2017 - Aug 23, 2017	-6.20% Oct 22, 2013 - Dec 26, 2013
#15	-0.57% Apr 26, 2019 - May 7, 2019	-5.94% Aug 7, 2017 - Jan 2, 2018

Correlation

Correlation between IBDR and EUFN is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2010 - 2026)

IBDR vs EUFN dividend yield comparison.

Year	IBDR	EUFN
2026	1.68%	0.00%
2025	4.20%	3.57%
2024	4.13%	5.36%
2023	3.41%	5.00%
2022	2.44%	4.24%
2021	2.11%	4.15%
2020	2.61%	1.38%
2019	3.25%	4.55%
2018	3.56%	6.48%
2017	3.22%	3.04%
2016	0.86%	4.03%
2015	0.00%	3.65%
2014	0.00%	3.35%
2013	0.00%	1.59%
2012	0.00%	2.91%
2011	0.00%	3.88%
2010	0.00%	1.80%