IBDT vs DEM

Comparison between ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT, ETF) and WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND (DEM, ETF).

5-Year PerformanceDEM has outperformed IBDT, delivering a return of +9.7% compared to +1.2%

IBDT vs DEM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDT(ETF)	DEM(ETF)
Net Assets	$3.90B	$4B
Expense Ratio	0.10%	0.63%
Max Drawdown	21.32%	57.03%
Sharpe Ratio	0.53	1.59
5Y Beta	0.03	0.60
5Y Dividends CAGR	8.35%	6.07%

Net Assets

IBDT

$3.90B

Winner

DEM

$4B

Expense Ratio

Winner

IBDT

0.10%

DEM

0.63%

Max Drawdown

Winner

IBDT

21.32%

DEM

57.03%

Sharpe Ratio

IBDT

0.53

Winner

DEM

1.59

5Y Beta

Winner

IBDT

0.03

DEM

0.60

5Y Dividends CAGR

Winner

IBDT

8.35%

DEM

6.07%

IBDT vs DEM - Historical Returns

Returns include dividend reinvestment.

Period	IBDT	DEM
1 month	+0.33%	+3.24%
3 months	+0.87%	+14.22%
6 months	+1.33%	+21.06%
1 year	+4.49%	+28.20%
5 years(CAGR)	+1.25%	+9.65%
10 years(CAGR)	N/A	+10.62%
Max(CAGR)	+3.88%	+5.11%

IBDT

+0.33%

Winner

DEM

+3.24%

IBDT

+0.87%

Winner

DEM

+14.22%

IBDT

+1.33%

Winner

DEM

+21.06%

IBDT

+4.49%

Winner

DEM

+28.20%

5Y(CAGR)

IBDT

+1.25%

Winner

DEM

+9.65%

10Y(CAGR)

IBDT

N/A

DEM

+10.62%

Max(CAGR)

IBDT

+3.88%

Winner

DEM

+5.11%

IBDT vs DEM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IBDT	DEM
2026	+0.88%	+18.40%
2025	+6.93%	+21.85%
2024	+4.34%	+5.66%
2023	+7.32%	+21.11%
2022	-11.23%	-10.64%
2021	-1.91%	+10.71%
2020	+9.66%	-7.42%
2019	+15.26%	+19.79%
2018	+1.18%	-8.80%
2017	N/A	+24.78%
2016	N/A	+26.16%
2015	N/A	-20.90%
2014	N/A	-10.17%
2013	N/A	-8.21%
2012	N/A	+13.65%
2011	N/A	-11.22%
2010	N/A	+20.83%
2009	N/A	+53.78%
2008	N/A	-33.89%
2007	N/A	+2.61%

IBDT vs DEM Drawdown Comparison

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

The maximum drawdown for DEM was -51.78%, occurring on Mar 2, 2009. Recovery took 471 trading sessions.

The current DEM drawdown is -1.29%.

Rank	IBDT	DEM
#1	-17.79% Mar 6, 2020 - Jun 15, 2020	-51.78% May 19, 2008 - Apr 1, 2010
#2	-17.69% Aug 2, 2021 - May 29, 2025	-47.00% Apr 29, 2011 - Jan 18, 2018
#3	-4.41% Dec 30, 2020 - Aug 2, 2021	-37.79% Jan 13, 2020 - Mar 15, 2021
#4	-2.61% Sep 4, 2019 - Dec 3, 2019	-27.12% Feb 16, 2022 - Feb 20, 2024
#5	-1.82% Oct 2, 2018 - Dec 28, 2018	-19.03% Jan 26, 2018 - Jan 2, 2020
#6	-1.66% Aug 4, 2020 - Nov 19, 2020	-18.42% Apr 14, 2010 - Sep 13, 2010
#7	-1.36% Jul 3, 2019 - Aug 1, 2019	-16.36% Jul 23, 2007 - Sep 27, 2007
#8	-1.03% Feb 23, 2026 - May 8, 2026	-15.64% Oct 7, 2024 - Jun 6, 2025
#9	-1.01% Jan 31, 2019 - Feb 26, 2019	-15.33% Oct 31, 2007 - May 15, 2008
#10	-0.86% Jun 17, 2020 - Jul 1, 2020	-9.48% Jul 11, 2024 - Sep 24, 2024
#11	-0.78% Mar 27, 2019 - Apr 10, 2019	-9.17% Jun 4, 2021 - Jan 12, 2022
#12	-0.69% Apr 10, 2019 - Apr 26, 2019	-7.89% Feb 25, 2026 - Apr 17, 2026
#13	-0.67% Nov 30, 2020 - Dec 18, 2020	-6.69% Jan 3, 2011 - Mar 30, 2011
#14	-0.61% Dec 3, 2019 - Dec 27, 2019	-6.36% Nov 4, 2010 - Dec 31, 2010
#15	-0.53% Feb 26, 2019 - Mar 8, 2019	-5.30% Sep 17, 2025 - Nov 10, 2025

Correlation

Correlation between IBDT and DEM is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2007 - 2026)

IBDT vs DEM dividend yield comparison.

Year	IBDT	DEM
2026	1.85%	0.42%
2025	4.56%	4.88%
2024	4.67%	5.24%
2023	4.10%	5.49%
2022	3.25%	8.62%
2021	2.45%	5.87%
2020	2.80%	4.21%
2019	3.32%	4.78%
2018	1.47%	4.47%
2017	0.00%	3.67%
2016	0.00%	3.63%
2015	0.00%	5.21%
2014	0.00%	5.51%
2013	0.00%	4.10%
2012	0.00%	3.29%
2011	0.00%	4.44%
2010	0.00%	3.24%
2009	0.00%	2.93%
2008	0.00%	5.85%
2007	0.00%	0.92%