IBDR vs RDVI

Comparison between ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF) and FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF (RDVI, ETF).

IBDR vs RDVI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDR(ETF)	RDVI(ETF)
Net Assets	$3.50B	$3.60B
Expense Ratio	0.10%	0.75%
Max Drawdown	16.31%	20.66%
Sharpe Ratio	0.56	1.72
5Y Beta	0.01	0.89
P/E Ratio	N/A	18.95
Forward P/E	N/A	17.10
PEG Ratio	N/A	0.26
5Y Dividends CAGR	8.28%	N/A
5Y EPS CAGR	N/A	22.02%
Debt to Equity	N/A	41.88%
P/S Ratio	N/A	3.14
P/B Ratio	N/A	4.01

Net Assets

IBDR

$3.50B

Winner

RDVI

$3.60B

Expense Ratio

Winner

IBDR

0.10%

RDVI

0.75%

Max Drawdown

Winner

IBDR

16.31%

RDVI

20.66%

Sharpe Ratio

IBDR

0.56

Winner

RDVI

1.72

5Y Beta

Winner

IBDR

0.01

RDVI

0.89

P/E Ratio

IBDR

N/A

RDVI

18.95

Forward P/E

IBDR

N/A

RDVI

17.10

PEG Ratio

IBDR

N/A

RDVI

0.26

5Y Dividends CAGR

IBDR

8.28%

RDVI

N/A

5Y EPS CAGR

IBDR

N/A

RDVI

22.02%

Debt to Equity

IBDR

N/A

RDVI

41.88%

P/S Ratio

IBDR

N/A

RDVI

3.14

P/B Ratio

IBDR

N/A

RDVI

4.01

IBDR vs RDVI - Historical Returns

Returns include dividend reinvestment.

Period	IBDR	RDVI
1 month	+0.37%	+3.91%
3 months	+0.96%	+11.50%
6 months	+1.84%	+13.34%
1 year	+4.21%	+31.18%
5 years(CAGR)	+1.56%	N/A
10 years(CAGR)	+2.99%	N/A
Max(CAGR)	+2.99%	+21.61%

IBDR

+0.37%

Winner

RDVI

+3.91%

IBDR

+0.96%

Winner

RDVI

+11.50%

IBDR

+1.84%

Winner

RDVI

+13.34%

IBDR

+4.21%

Winner

RDVI

+31.18%

5Y(CAGR)

IBDR

+1.56%

RDVI

N/A

10Y(CAGR)

IBDR

+2.99%

RDVI

N/A

Max(CAGR)

IBDR

+2.99%

Winner

RDVI

+21.61%

IBDR vs RDVI - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IBDR	RDVI
2026	+2.19%	+18.33%
2025	+5.03%	+18.26%
2024	+5.25%	+14.28%
2023	+5.78%	+19.01%
2022	-7.96%	+9.89%
2021	-1.68%	N/A
2020	+9.14%	N/A
2019	+14.17%	N/A
2018	-2.45%	N/A
2017	+5.53%	N/A
2016	-3.34%	N/A

IBDR vs RDVI Drawdown Comparison

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

The maximum drawdown for RDVI was -18.34%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.

The current RDVI drawdown is -0.10%.

Rank	IBDR	RDVI
#1	-16.06% Mar 4, 2020 - Jun 2, 2020	-18.34% Nov 25, 2024 - Jul 22, 2025
#2	-13.13% Dec 31, 2020 - Dec 6, 2024	-12.56% Feb 2, 2023 - Jul 18, 2023
#3	-6.23% Sep 26, 2016 - Aug 3, 2017	-11.09% Jul 31, 2023 - Dec 13, 2023
#4	-5.01% Sep 7, 2017 - Jan 31, 2019	-8.47% Feb 26, 2026 - Apr 13, 2026
#5	-2.03% Aug 28, 2019 - Oct 3, 2019	-7.88% Jul 31, 2024 - Aug 30, 2024
#6	-1.19% Oct 31, 2019 - Nov 26, 2019	-6.67% Nov 30, 2022 - Jan 13, 2023
#7	-1.19% Jul 3, 2019 - Aug 1, 2019	-5.19% Mar 28, 2024 - Jul 15, 2024
#8	-0.95% Aug 6, 2020 - Nov 4, 2020	-4.58% Aug 30, 2024 - Sep 19, 2024
#9	-0.86% Oct 3, 2019 - Oct 31, 2019	-4.42% Oct 27, 2025 - Nov 28, 2025
#10	-0.70% Feb 26, 2019 - Mar 7, 2019	-4.07% Oct 6, 2025 - Oct 27, 2025
#11	-0.67% Jun 16, 2020 - Jul 2, 2020	-3.75% Dec 27, 2023 - Jan 30, 2024
#12	-0.64% Jun 10, 2020 - Jun 15, 2020	-3.29% Nov 1, 2022 - Nov 7, 2022
#13	-0.62% Apr 10, 2019 - Apr 24, 2019	-3.27% Jan 13, 2023 - Jan 23, 2023
#14	-0.61% Aug 3, 2017 - Aug 23, 2017	-2.93% Oct 17, 2024 - Nov 6, 2024
#15	-0.57% Apr 26, 2019 - May 7, 2019	-2.85% Jul 16, 2024 - Jul 31, 2024

Correlation

Correlation between IBDR and RDVI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2016 - 2026)

IBDR vs RDVI dividend yield comparison.

Year	IBDR	RDVI
2026	2.34%	4.55%
2025	4.20%	8.10%
2024	4.13%	8.62%
2023	3.41%	8.45%
2022	2.44%	1.53%
2021	2.11%	0.00%
2020	2.61%	0.00%
2019	3.25%	0.00%
2018	3.56%	0.00%
2017	3.22%	0.00%
2016	0.86%	0.00%