IBDS vs IXJ

Comparison between ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS, ETF) and ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF).

5-Year PerformanceIXJ has outperformed IBDS, delivering a return of +4.5% compared to +1.4%

IBDS vs IXJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDS(ETF)	IXJ(ETF)
Net Assets	$3.80B	$3.80B
Expense Ratio	0.10%	0.40%
Max Drawdown	18.21%	42.81%
Sharpe Ratio	0.45	0.75
5Y Beta	0.01	0.45
P/E Ratio	N/A	30.25
Forward P/E	N/A	19.01
5Y Dividends CAGR	9.88%	7.94%
5Y EPS CAGR	N/A	12.16%
Debt to Equity	N/A	53.17%
P/S Ratio	N/A	1.59
P/B Ratio	N/A	4.86

Net Assets

IBDS

$3.80B

IXJ

$3.80B

Expense Ratio

Winner

IBDS

0.10%

IXJ

0.40%

Max Drawdown

Winner

IBDS

18.21%

IXJ

42.81%

Sharpe Ratio

IBDS

0.45

Winner

IXJ

0.75

5Y Beta

Winner

IBDS

0.01

IXJ

0.45

P/E Ratio

IBDS

N/A

IXJ

30.25

Forward P/E

IBDS

N/A

IXJ

19.01

5Y Dividends CAGR

Winner

IBDS

9.88%

IXJ

7.94%

5Y EPS CAGR

IBDS

N/A

IXJ

12.16%

Debt to Equity

IBDS

N/A

IXJ

53.17%

P/S Ratio

IBDS

N/A

IXJ

1.59

P/B Ratio

IBDS

N/A

IXJ

4.86

IBDS vs IXJ - Historical Returns

Returns include dividend reinvestment.

Period	IBDS	IXJ
1 month	+0.23%	+3.27%
3 months	+0.86%	+3.93%
6 months	+1.59%	-0.39%
1 year	+4.47%	+17.30%
5 years(CAGR)	+1.39%	+4.51%
10 years(CAGR)	+3.15%	+8.19%
Max(CAGR)	+3.15%	+7.28%

IBDS

+0.23%

Winner

IXJ

+3.27%

IBDS

+0.86%

Winner

IXJ

+3.93%

Winner

IBDS

+1.59%

IXJ

-0.39%

IBDS

+4.47%

Winner

IXJ

+17.30%

5Y(CAGR)

IBDS

+1.39%

Winner

IXJ

+4.51%

10Y(CAGR)

IBDS

+3.15%

Winner

IXJ

+8.19%

Max(CAGR)

IBDS

+3.15%

Winner

IXJ

+7.28%

IBDS vs IXJ - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IBDS	IXJ
2026	+1.59%	+1.10%
2025	+5.81%	+14.95%
2024	+4.92%	-0.69%
2023	+6.19%	+3.59%
2022	-9.09%	-3.93%
2021	-1.38%	+19.74%
2020	+9.00%	+12.39%
2019	+15.05%	+24.67%
2018	-2.48%	+1.74%
2017	+1.14%	+19.02%
2016	N/A	-4.37%
2015	N/A	+5.69%
2014	N/A	+18.07%
2013	N/A	+33.83%
2012	N/A	+15.83%
2011	N/A	+9.85%
2010	N/A	+0.65%
2009	N/A	+16.29%
2008	N/A	-19.96%
2007	N/A	+2.96%
2006	N/A	+8.49%
2005	N/A	+7.27%
2004	N/A	+3.72%
2003	N/A	+16.34%
2002	N/A	-17.01%
2001	N/A	-2.47%

IBDS vs IXJ Drawdown Comparison

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

The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.

The current IXJ drawdown is -3.62%.

Rank	IBDS	IXJ
#1	-16.75% Mar 5, 2020 - Jun 8, 2020	-40.60% May 7, 2007 - Apr 26, 2011
#2	-14.98% Aug 2, 2021 - Feb 28, 2025	-31.87% Nov 26, 2001 - Apr 13, 2005
#3	-5.54% Dec 6, 2017 - Feb 19, 2019	-27.35% Feb 12, 2020 - Jul 14, 2020
#4	-3.12% Feb 10, 2021 - Aug 2, 2021	-18.80% Aug 5, 2015 - Jun 19, 2017
#5	-2.35% Aug 28, 2019 - Oct 4, 2019	-18.14% Aug 30, 2024 - Jan 6, 2026
#6	-1.43% Aug 6, 2020 - Nov 17, 2020	-17.48% Apr 8, 2022 - Jan 8, 2024
#7	-1.22% Oct 4, 2019 - Nov 26, 2019	-16.52% May 31, 2011 - Mar 13, 2012
#8	-1.20% Jul 3, 2019 - Aug 1, 2019	-14.45% Oct 1, 2018 - Jul 2, 2019
#9	-1.16% Nov 6, 2017 - Dec 5, 2017	-11.65% Jan 26, 2018 - Aug 21, 2018
#10	-0.91% Apr 3, 2025 - Apr 28, 2025	-10.78% Feb 27, 2026 - Jul 2, 2026
#11	-0.70% Apr 11, 2019 - Apr 24, 2019	-10.59% Dec 29, 2021 - Apr 7, 2022
#12	-0.66% Sep 18, 2017 - Oct 13, 2017	-8.47% Sep 24, 2014 - Oct 30, 2014
#13	-0.64% Oct 17, 2017 - Nov 2, 2017	-7.78% Sep 3, 2021 - Dec 23, 2021
#14	-0.63% Jun 16, 2020 - Jul 2, 2020	-7.77% Jan 25, 2021 - Apr 16, 2021
#15	-0.59% Jun 24, 2019 - Jun 27, 2019	-7.76% Sep 2, 2020 - Nov 5, 2020

Correlation

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

0.81

-101

Dividend Comparison (2001 - 2026)

IBDS vs IXJ dividend yield comparison.

Year	IBDS	IXJ
2026	2.12%	0.86%
2025	4.36%	1.40%
2024	4.37%	1.50%
2023	3.81%	1.38%
2022	2.87%	1.17%
2021	2.19%	1.12%
2020	2.66%	1.27%
2019	3.31%	1.42%
2018	3.66%	2.11%
2017	0.97%	1.46%
2016	0.00%	1.73%
2015	0.00%	2.85%
2014	0.00%	1.38%
2013	0.00%	1.51%
2012	0.00%	2.28%
2011	0.00%	2.17%
2010	0.00%	2.20%
2009	0.00%	1.97%
2008	0.00%	2.25%
2007	0.00%	1.72%
2006	0.00%	0.85%
2005	0.00%	0.70%
2004	0.00%	0.74%
2003	0.00%	0.63%
2002	0.00%	0.61%
2001	0.00%	0.03%