IBDT vs AAXJ

Comparison between ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT, ETF) and ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF (AAXJ, ETF).

5-Year PerformanceAAXJ has outperformed IBDT, delivering a return of +6.4% compared to +1.2%

IBDT vs AAXJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDT(ETF)	AAXJ(ETF)
Net Assets	$3.90B	$4B
Expense Ratio	0.10%	0.72%
Max Drawdown	21.32%	49.37%
Sharpe Ratio	0.53	1.68
5Y Beta	0.03	0.86
5Y Dividends CAGR	8.35%	7.97%

Net Assets

IBDT

$3.90B

Winner

AAXJ

$4B

Expense Ratio

Winner

IBDT

0.10%

AAXJ

0.72%

Max Drawdown

Winner

IBDT

21.32%

AAXJ

49.37%

Sharpe Ratio

IBDT

0.53

Winner

AAXJ

1.68

5Y Beta

Winner

IBDT

0.03

AAXJ

0.86

5Y Dividends CAGR

Winner

IBDT

8.35%

AAXJ

7.97%

IBDT vs AAXJ - Historical Returns

Returns include dividend reinvestment.

Period	IBDT	AAXJ
1 month	+0.33%	+3.53%
3 months	+0.87%	+20.68%
6 months	+1.33%	+29.77%
1 year	+4.49%	+46.37%
5 years(CAGR)	+1.25%	+6.42%
10 years(CAGR)	N/A	+10.36%
Max(CAGR)	+3.88%	+6.77%

IBDT

+0.33%

Winner

AAXJ

+3.53%

IBDT

+0.87%

Winner

AAXJ

+20.68%

IBDT

+1.33%

Winner

AAXJ

+29.77%

IBDT

+4.49%

Winner

AAXJ

+46.37%

5Y(CAGR)

IBDT

+1.25%

Winner

AAXJ

+6.42%

10Y(CAGR)

IBDT

N/A

AAXJ

+10.36%

Max(CAGR)

IBDT

+3.88%

Winner

AAXJ

+6.77%

IBDT vs AAXJ - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	IBDT	AAXJ
2026	+0.88%	+22.63%
2025	+6.93%	+32.06%
2024	+4.34%	+12.32%
2023	+7.32%	+3.42%
2022	-11.23%	-20.91%
2021	-1.91%	-6.56%
2020	+9.66%	+21.04%
2019	+15.26%	+18.74%
2018	+1.18%	-16.78%
2017	N/A	+40.39%
2016	N/A	+7.84%
2015	N/A	-9.87%
2014	N/A	+6.28%
2013	N/A	-0.52%
2012	N/A	+20.37%
2011	N/A	-21.26%
2010	N/A	+13.23%
2009	N/A	+60.72%
2008	N/A	-32.98%

IBDT vs AAXJ Drawdown Comparison

The maximum drawdown for IBDT was -17.79%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.

The maximum drawdown for AAXJ was -49.37%, occurring on Nov 20, 2008. Recovery took 232 trading sessions.

The current AAXJ drawdown is -4.62%.

Rank	IBDT	AAXJ
#1	-17.79% Mar 6, 2020 - Jun 15, 2020	-49.37% Aug 15, 2008 - Jul 20, 2009
#2	-17.69% Aug 2, 2021 - May 29, 2025	-44.50% Feb 17, 2021 - Oct 20, 2025
#3	-4.41% Dec 30, 2020 - Aug 2, 2021	-32.99% Jan 26, 2018 - Oct 9, 2020
#4	-2.61% Sep 4, 2019 - Dec 3, 2019	-31.09% Apr 27, 2015 - May 25, 2017
#5	-1.82% Oct 2, 2018 - Dec 28, 2018	-29.50% Apr 21, 2011 - May 16, 2014
#6	-1.66% Aug 4, 2020 - Nov 19, 2020	-15.57% Apr 14, 2010 - Sep 20, 2010
#7	-1.36% Jul 3, 2019 - Aug 1, 2019	-14.07% Jan 11, 2010 - Apr 1, 2010
#8	-1.03% Feb 23, 2026 - May 8, 2026	-13.66% Feb 25, 2026 - Apr 17, 2026
#9	-1.01% Jan 31, 2019 - Feb 26, 2019	-10.90% Sep 5, 2014 - Apr 8, 2015
#10	-0.86% Jun 17, 2020 - Jul 1, 2020	-9.49% Nov 5, 2010 - Apr 21, 2011
#11	-0.78% Mar 27, 2019 - Apr 10, 2019	-9.25% Jun 2, 2026 - Jun 5, 2026
#12	-0.69% Apr 10, 2019 - Apr 26, 2019	-8.35% Aug 3, 2009 - Sep 10, 2009
#13	-0.67% Nov 30, 2020 - Dec 18, 2020	-8.19% Oct 19, 2009 - Nov 16, 2009
#14	-0.61% Dec 3, 2019 - Dec 27, 2019	-6.51% Jul 20, 2009 - Aug 3, 2009
#15	-0.53% Feb 26, 2019 - Mar 8, 2019	-5.95% Oct 29, 2025 - Jan 2, 2026

Correlation

Correlation between IBDT and AAXJ is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2008 - 2026)

IBDT vs AAXJ dividend yield comparison.

Year	IBDT	AAXJ
2026	1.85%	0.00%
2025	4.56%	1.81%
2024	4.67%	1.86%
2023	4.10%	1.95%
2022	3.25%	1.74%
2021	2.45%	2.21%
2020	2.80%	1.06%
2019	3.32%	1.83%
2018	1.47%	2.10%
2017	0.00%	1.99%
2016	0.00%	1.77%
2015	0.00%	2.44%
2014	0.00%	1.78%
2013	0.00%	1.77%
2012	0.00%	1.73%
2011	0.00%	2.11%
2010	0.00%	1.51%
2009	0.00%	1.26%
2008	0.00%	0.19%