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IBDS vs BILS

Comparison between ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETF (BILS, ETF).

5-Year PerformanceBILS has outperformed IBDS, delivering a return of +3.3% compared to +1.4%

IBDS vs BILS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBDS
$3.80B
Winner
BILS
$3.90B
Expense Ratio
Winner
IBDS
0.10%
BILS
0.14%
Max Drawdown
IBDS
18.21%
Winner
BILS
1.20%
Sharpe Ratio
Winner
IBDS
0.67
BILS
0.63
5Y Beta
IBDS
0.01
Winner
BILS
-0.00
5Y Dividends CAGR
IBDS
9.58%
BILS
N/A

IBDS vs BILS - Historical Returns

Returns include dividend reinvestment.

1M
IBDS
+0.31%
Winner
BILS
+0.32%
3M
Winner
IBDS
+1.03%
BILS
+0.89%
6M
IBDS
+1.66%
Winner
BILS
+1.69%
1Y
Winner
IBDS
+4.48%
BILS
+3.92%
5Y(CAGR)
IBDS
+1.36%
Winner
BILS
+3.32%
10Y(CAGR)
IBDS
+3.15%
BILS
N/A
Max(CAGR)
Winner
IBDS
+3.15%
BILS
+2.89%

IBDS vs BILS - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearIBDSBILS
2026+1.27%+1.49%
2025+5.81%+4.19%
2024+4.92%+5.15%
2023+6.19%+4.92%
2022-9.09%+0.91%
2021-1.38%-0.08%
2020+9.00%+0.00%
2019+15.05%N/A
2018-2.48%N/A
2017+1.14%N/A

IBDS vs BILS Drawdown Comparison

The maximum drawdown for IBDS was -16.75%, occurring on Mar 20, 2020. Recovery took 65 trading sessions.

The maximum drawdown for BILS was -0.41%, occurring on Jun 14, 2022. Recovery took 415 trading sessions.

RankIBDSBILS
#1-16.75%
Mar 5, 2020 - Jun 8, 2020
-0.41%
Feb 5, 2021 - Sep 29, 2022
#2-14.98%
Aug 2, 2021 - Feb 28, 2025
-0.08%
Oct 6, 2022 - Oct 27, 2022
#3-5.54%
Dec 6, 2017 - Feb 19, 2019
-0.07%
Mar 17, 2023 - Mar 23, 2023
#4-3.12%
Feb 10, 2021 - Aug 2, 2021
-0.04%
Feb 1, 2024 - Feb 7, 2024
#5-2.35%
Aug 28, 2019 - Oct 4, 2019
-0.04%
Apr 5, 2023 - Apr 13, 2023
#6-1.43%
Aug 6, 2020 - Nov 17, 2020
-0.04%
Mar 13, 2023 - Mar 15, 2023
#7-1.22%
Oct 4, 2019 - Nov 26, 2019
-0.03%
Mar 2, 2023 - Mar 9, 2023
#8-1.20%
Jul 3, 2019 - Aug 1, 2019
-0.03%
Apr 8, 2025 - Apr 11, 2025
#9-1.16%
Nov 6, 2017 - Dec 5, 2017
-0.03%
Apr 13, 2023 - Apr 19, 2023
#10-0.91%
Apr 3, 2025 - Apr 28, 2025
-0.03%
Nov 10, 2022 - Nov 17, 2022
#11-0.70%
Apr 11, 2019 - Apr 24, 2019
-0.03%
Oct 28, 2025 - Oct 31, 2025
#12-0.66%
Sep 18, 2017 - Oct 13, 2017
-0.03%
Mar 24, 2023 - Mar 30, 2023
#13-0.64%
Oct 17, 2017 - Nov 2, 2017
-0.02%
Oct 9, 2020 - Feb 5, 2021
#14-0.63%
Jun 16, 2020 - Jul 2, 2020
-0.02%
Dec 17, 2024 - Dec 19, 2024
#15-0.59%
Jun 24, 2019 - Jun 27, 2019
-0.02%
Mar 15, 2023 - Mar 17, 2023

Correlation

Correlation between IBDS and BILS is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (2017 - 2026)

IBDS vs BILS dividend yield comparison.

YearIBDSBILS
20261.77%1.47%
20254.36%4.08%
20244.37%5.01%
20233.81%4.98%
20222.87%1.61%
20212.19%0.00%
20202.66%0.00%
20193.31%0.00%
20183.66%0.00%
20170.97%0.00%

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