IBDR vs GSY
Comparison between ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF) and INVESCO ULTRA SHORT DURATION ETF (GSY, ETF).
5-Year PerformanceGSY has outperformed IBDR, delivering a return of +3.8% compared to +1.5%
IBDR vs GSY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBDR
$3.50B
Winner
GSY
$3.60B
Expense Ratio
Winner
IBDR
0.10%
GSY
0.22%
Max Drawdown
IBDR
16.31%
Winner
GSY
12.14%
Sharpe Ratio
IBDR
0.64
Winner
GSY
1.20
5Y Beta
IBDR
0.01
Winner
GSY
0.00
5Y Dividends CAGR
IBDR
9.73%
Winner
GSY
38.79%
IBDR vs GSY - Historical Returns
Returns include dividend reinvestment.
1M
IBDR
+0.33%
Winner
GSY
+0.35%
3M
IBDR
+1.04%
Winner
GSY
+1.06%
6M
IBDR
+1.86%
Winner
GSY
+1.93%
1Y
IBDR
+4.32%
Winner
GSY
+4.44%
5Y(CAGR)
IBDR
+1.53%
Winner
GSY
+3.75%
10Y(CAGR)
Winner
IBDR
+2.98%
GSY
+2.89%
Max(CAGR)
Winner
IBDR
+2.98%
GSY
+1.96%
IBDR vs GSY - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | IBDR | GSY |
|---|---|---|
| 2026 | +1.94% | +2.03% |
| 2025 | +5.03% | +4.98% |
| 2024 | +5.25% | +6.00% |
| 2023 | +5.78% | +6.03% |
| 2022 | -7.96% | +0.05% |
| 2021 | -1.68% | +0.03% |
| 2020 | +9.14% | +1.90% |
| 2019 | +14.17% | +3.34% |
| 2018 | -2.45% | +2.16% |
| 2017 | +5.53% | +1.88% |
| 2016 | -3.34% | +1.81% |
| 2015 | N/A | +1.00% |
| 2014 | N/A | +0.76% |
| 2013 | N/A | +1.37% |
| 2012 | N/A | +1.53% |
| 2011 | N/A | +0.09% |
| 2010 | N/A | -0.15% |
| 2009 | N/A | +0.06% |
| 2008 | N/A | +1.62% |
IBDR vs GSY Drawdown Comparison
The maximum drawdown for IBDR was -16.06%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.
The maximum drawdown for GSY was -12.14%, occurring on Dec 4, 2008. Recovery took 2158 trading sessions.
| Rank | IBDR | GSY |
|---|---|---|
| #1 | -16.06% Mar 4, 2020 - Jun 2, 2020 | -12.14% Dec 3, 2008 - Jun 30, 2017 |
| #2 | -13.13% Dec 31, 2020 - Dec 6, 2024 | -5.25% Mar 5, 2020 - May 27, 2020 |
| #3 | -6.23% Sep 26, 2016 - Aug 3, 2017 | -3.29% Nov 20, 2008 - Dec 3, 2008 |
| #4 | -5.01% Sep 7, 2017 - Jan 31, 2019 | -1.48% Sep 15, 2021 - Jan 9, 2023 |
| #5 | -2.03% Aug 28, 2019 - Oct 3, 2019 | -0.90% Aug 25, 2008 - Sep 24, 2008 |
| #6 | -1.19% Oct 31, 2019 - Nov 26, 2019 | -0.80% Sep 24, 2008 - Oct 30, 2008 |
| #7 | -1.19% Jul 3, 2019 - Aug 1, 2019 | -0.56% Apr 24, 2008 - May 8, 2008 |
| #8 | -0.95% Aug 6, 2020 - Nov 4, 2020 | -0.30% May 8, 2008 - May 14, 2008 |
| #9 | -0.86% Oct 3, 2019 - Oct 31, 2019 | -0.26% Jul 25, 2008 - Aug 25, 2008 |
| #10 | -0.70% Feb 26, 2019 - Mar 7, 2019 | -0.20% Mar 25, 2008 - Apr 24, 2008 |
| #11 | -0.67% Jun 16, 2020 - Jul 2, 2020 | -0.18% Feb 12, 2008 - Feb 28, 2008 |
| #12 | -0.64% Jun 10, 2020 - Jun 15, 2020 | -0.18% May 23, 2008 - Jun 24, 2008 |
| #13 | -0.62% Apr 10, 2019 - Apr 24, 2019 | -0.18% Jun 24, 2008 - Jul 25, 2008 |
| #14 | -0.61% Aug 3, 2017 - Aug 23, 2017 | -0.18% Apr 3, 2025 - Apr 17, 2025 |
| #15 | -0.57% Apr 26, 2019 - May 7, 2019 | -0.16% Mar 24, 2023 - Apr 3, 2023 |
Correlation
Correlation between IBDR and GSY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2008 - 2026)
IBDR vs GSY dividend yield comparison.
| Year | IBDR | GSY |
|---|---|---|
| 2026 | 2.01% | 2.09% |
| 2025 | 4.20% | 4.56% |
| 2024 | 4.13% | 5.31% |
| 2023 | 3.41% | 4.95% |
| 2022 | 2.44% | 1.70% |
| 2021 | 2.11% | 0.58% |
| 2020 | 2.61% | 1.45% |
| 2019 | 3.25% | 2.71% |
| 2018 | 3.56% | 2.30% |
| 2017 | 3.22% | 1.80% |
| 2016 | 0.86% | 1.21% |
| 2015 | 0.00% | 1.17% |
| 2014 | 0.00% | 1.29% |
| 2013 | 0.00% | 1.15% |
| 2012 | 0.00% | 0.72% |
| 2011 | 0.00% | 0.32% |
| 2010 | 0.00% | 0.01% |
| 2009 | 0.00% | 0.24% |
| 2008 | 0.00% | 1.81% |
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