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IBDR vs XSD

Comparison between ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF) and STATE STREET(R) SPDR(R) S&P(R) SEMICONDUCTOR ETF (XSD, ETF).

5-Year PerformanceXSD has outperformed IBDR, delivering a return of +24.7% compared to +1.5%

IBDR vs XSD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBDR
$3.50B
XSD
$3.50B
Expense Ratio
Winner
IBDR
0.10%
XSD
0.35%
Max Drawdown
Winner
IBDR
16.31%
XSD
64.87%
Sharpe Ratio
IBDR
0.64
Winner
XSD
1.82
5Y Beta
Winner
IBDR
0.01
XSD
2.13
P/E Ratio
IBDR
N/A
XSD
-173.33
Forward P/E
IBDR
N/A
XSD
26.91
PEG Ratio
IBDR
N/A
XSD
0.06
5Y Dividends CAGR
IBDR
9.73%
Winner
XSD
20.32%
5Y EPS CAGR
IBDR
N/A
XSD
12.80%
Debt to Equity
IBDR
N/A
XSD
33.78%
P/S Ratio
IBDR
N/A
XSD
6.59
P/B Ratio
IBDR
N/A
XSD
5.48

IBDR vs XSD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IBDR
+0.33%
XSD
-15.01%
3M
IBDR
+1.04%
Winner
XSD
+36.60%
6M
IBDR
+1.86%
Winner
XSD
+52.69%
1Y
IBDR
+4.32%
Winner
XSD
+104.91%
5Y(CAGR)
IBDR
+1.53%
Winner
XSD
+24.68%
10Y(CAGR)
IBDR
+2.98%
Winner
XSD
+28.30%
Max(CAGR)
IBDR
+2.98%
Winner
XSD
+16.46%

IBDR vs XSD - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearIBDRXSD
2026+1.94%+60.28%
2025+5.03%+27.98%
2024+5.25%+14.11%
2023+5.78%+36.81%
2022-7.96%-32.38%
2021-1.68%+43.38%
2020+9.14%+58.68%
2019+14.17%+63.39%
2018-2.45%-9.25%
2017+5.53%+24.39%
2016-3.34%+31.09%
2015N/A+10.12%
2014N/A+32.70%
2013N/A+30.80%
2012N/A+0.66%
2011N/A-19.33%
2010N/A+14.86%
2009N/A+91.13%
2008N/A-46.05%
2007N/A-4.85%
2006N/A-7.73%

IBDR vs XSD Drawdown Comparison

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

The maximum drawdown for XSD was -64.56%, occurring on Nov 20, 2008. Recovery took 875 trading sessions.

The current XSD drawdown is -17.31%.

RankIBDRXSD
#1-16.06%
Mar 4, 2020 - Jun 2, 2020
-64.56%
Jul 17, 2007 - Jan 4, 2011
#2-13.13%
Dec 31, 2020 - Dec 6, 2024
-42.27%
Dec 8, 2021 - May 28, 2024
#3-6.23%
Sep 26, 2016 - Aug 3, 2017
-41.25%
Jul 16, 2024 - Aug 12, 2025
#4-5.01%
Sep 7, 2017 - Jan 31, 2019
-37.42%
Feb 17, 2011 - Jan 21, 2014
#5-2.03%
Aug 28, 2019 - Oct 3, 2019
-36.80%
Jan 23, 2020 - Jun 4, 2020
#6-1.19%
Oct 31, 2019 - Nov 26, 2019
-29.05%
May 5, 2006 - Jul 13, 2007
#7-1.19%
Jul 3, 2019 - Aug 1, 2019
-23.70%
Sep 4, 2018 - Feb 22, 2019
#8-0.95%
Aug 6, 2020 - Nov 4, 2020
-23.33%
Jun 18, 2015 - Jun 7, 2016
#9-0.86%
Oct 3, 2019 - Oct 31, 2019
-20.99%
Feb 16, 2021 - Aug 27, 2021
#10-0.70%
Feb 26, 2019 - Mar 7, 2019
-20.63%
Sep 5, 2014 - Dec 3, 2014
#11-0.67%
Jun 16, 2020 - Jul 2, 2020
-18.61%
Oct 27, 2025 - Jan 16, 2026
#12-0.64%
Jun 10, 2020 - Jun 15, 2020
-17.62%
Jun 3, 2026 - Jul 7, 2026
#13-0.62%
Apr 10, 2019 - Apr 24, 2019
-17.46%
Apr 24, 2019 - Jul 18, 2019
#14-0.61%
Aug 3, 2017 - Aug 23, 2017
-16.97%
Feb 11, 2026 - Apr 10, 2026
#15-0.57%
Apr 26, 2019 - May 7, 2019
-13.94%
Jan 17, 2018 - Mar 12, 2018

Correlation

Correlation between IBDR and XSD is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2006 - 2026)

IBDR vs XSD dividend yield comparison.

YearIBDRXSD
20262.01%0.08%
20254.20%0.26%
20244.13%0.20%
20233.41%0.31%
20222.44%0.44%
20212.11%0.10%
20202.61%0.26%
20193.25%0.51%
20183.56%1.16%
20173.22%0.59%
20160.86%0.64%
20150.00%0.58%
20140.00%0.46%
20130.00%0.52%
20120.00%0.69%
20110.00%0.84%
20100.00%0.76%
20090.00%0.74%
20080.00%1.21%
20070.00%0.40%
20060.00%0.19%

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