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IBDS vs VNQI

Comparison between ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS, ETF) and VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES (VNQI, ETF).

5-Year PerformanceIBDS has outperformed VNQI, delivering a return of +1.4% compared to -1.4%

IBDS vs VNQI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBDS
$3.80B
VNQI
$3.80B
Expense Ratio
Winner
IBDS
0.10%
VNQI
0.12%
Max Drawdown
Winner
IBDS
18.21%
VNQI
43.72%
Sharpe Ratio
Winner
IBDS
0.67
VNQI
0.24
5Y Beta
Winner
IBDS
0.01
VNQI
0.48
5Y Dividends CAGR
IBDS
9.58%
VNQI
N/A

IBDS vs VNQI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IBDS
+0.40%
VNQI
-0.57%
3M
Winner
IBDS
+1.07%
VNQI
-0.65%
6M
Winner
IBDS
+1.70%
VNQI
+0.78%
1Y
IBDS
+4.65%
Winner
VNQI
+6.45%
5Y(CAGR)
Winner
IBDS
+1.42%
VNQI
-1.39%
10Y(CAGR)
Winner
IBDS
+3.16%
VNQI
+2.69%
Max(CAGR)
IBDS
+3.16%
Winner
VNQI
+3.44%

IBDS vs VNQI - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearIBDSVNQI
2026+1.36%-0.70%
2025+5.81%+22.21%
2024+4.92%-0.65%
2023+6.19%+5.60%
2022-9.09%-23.09%
2021-1.38%+7.00%
2020+9.00%-7.77%
2019+15.05%+22.46%
2018-2.48%-10.62%
2017+1.14%+26.19%
2016N/A+3.10%
2015N/A-2.29%
2014N/A+3.80%
2013N/A+0.80%
2012N/A+39.74%
2011N/A-17.41%
2010N/A+1.64%

IBDS vs VNQI Drawdown Comparison

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

The maximum drawdown for VNQI was -38.35%, occurring on Mar 23, 2020. Recovery took 344 trading sessions.

The current VNQI drawdown is -9.97%.

RankIBDSVNQI
#1-16.75%
Mar 5, 2020 - Jun 8, 2020
-38.35%
Jan 17, 2020 - Jun 1, 2021
#2-14.98%
Aug 2, 2021 - Feb 28, 2025
-35.77%
Jun 10, 2021 - Feb 9, 2026
#3-5.54%
Dec 6, 2017 - Feb 19, 2019
-24.53%
May 2, 2011 - Sep 12, 2012
#4-3.12%
Feb 10, 2021 - Aug 2, 2021
-21.53%
May 15, 2015 - May 15, 2017
#5-2.35%
Aug 28, 2019 - Oct 4, 2019
-18.53%
May 3, 2013 - Apr 6, 2015
#6-1.43%
Aug 6, 2020 - Nov 17, 2020
-18.18%
Jan 26, 2018 - Nov 4, 2019
#7-1.22%
Oct 4, 2019 - Nov 26, 2019
-14.78%
Feb 26, 2026 - Mar 27, 2026
#8-1.20%
Jul 3, 2019 - Aug 1, 2019
-10.16%
Nov 4, 2010 - Apr 21, 2011
#9-1.16%
Nov 6, 2017 - Dec 5, 2017
-3.56%
May 4, 2015 - May 15, 2015
#10-0.91%
Apr 3, 2025 - Apr 28, 2025
-3.54%
Nov 4, 2019 - Dec 20, 2019
#11-0.70%
Apr 11, 2019 - Apr 24, 2019
-3.40%
Nov 6, 2012 - Nov 28, 2012
#12-0.66%
Sep 18, 2017 - Oct 13, 2017
-3.18%
Jun 7, 2017 - Jul 19, 2017
#13-0.64%
Oct 17, 2017 - Nov 2, 2017
-3.14%
Feb 1, 2013 - Mar 1, 2013
#14-0.63%
Jun 16, 2020 - Jul 2, 2020
-2.48%
Sep 18, 2017 - Oct 13, 2017
#15-0.59%
Jun 24, 2019 - Jun 27, 2019
-2.22%
Apr 12, 2013 - Apr 19, 2013

Correlation

Correlation between IBDS and VNQI is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.

0.27
-101

Dividend Comparison (2010 - 2026)

IBDS vs VNQI dividend yield comparison.

YearIBDSVNQI
20261.77%0.00%
20254.36%4.70%
20244.37%5.16%
20233.81%3.74%
20222.87%0.57%
20212.19%6.48%
20202.66%0.93%
20193.31%7.58%
20183.66%4.62%
20170.97%3.86%
20160.00%5.18%
20150.00%2.86%
20140.00%4.11%
20130.00%3.27%
20120.00%5.58%
20110.00%3.28%
20100.00%0.88%

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