IBDT vs IDEF
Comparison between ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT, ETF) and iShares Defense Industrials Active ETF (IDEF, ETF).
IBDT vs IDEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBDT
$3.90B
IDEF
$3.90B
Expense Ratio
Winner
IBDT
0.10%
IDEF
0.55%
Max Drawdown
IBDT
21.32%
Winner
IDEF
14.78%
Sharpe Ratio
IBDT
0.53
Winner
IDEF
0.84
5Y Beta
Winner
IBDT
0.03
IDEF
1.17
P/E Ratio
IBDT
N/A
IDEF
55.67
Forward P/E
IBDT
N/A
IDEF
29.36
5Y Dividends CAGR
IBDT
8.35%
IDEF
N/A
5Y EPS CAGR
IBDT
N/A
IDEF
6.46%
Debt to Equity
IBDT
N/A
IDEF
114.70%
P/S Ratio
IBDT
N/A
IDEF
2.74
P/B Ratio
IBDT
N/A
IDEF
5.14
IBDT vs IDEF - Historical Returns
Returns include dividend reinvestment.
1M
IBDT
+0.49%
Winner
IDEF
+2.62%
3M
Winner
IBDT
+0.87%
IDEF
-7.46%
6M
IBDT
+1.29%
Winner
IDEF
+7.33%
1Y
IBDT
+4.61%
Winner
IDEF
+20.78%
5Y(CAGR)
IBDT
+1.27%
IDEF
N/A
Max(CAGR)
IBDT
+3.88%
Winner
IDEF
+28.31%
IBDT vs IDEF - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IBDT | IDEF |
|---|---|---|
| 2026 | +0.92% | +3.25% |
| 2025 | +6.93% | +23.05% |
| 2024 | +4.34% | N/A |
| 2023 | +7.32% | N/A |
| 2022 | -11.23% | N/A |
| 2021 | -1.91% | N/A |
| 2020 | +9.66% | N/A |
| 2019 | +15.26% | N/A |
| 2018 | +1.18% | N/A |
IBDT vs IDEF Drawdown Comparison
The maximum drawdown for IBDT was -17.79%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.
The maximum drawdown for IDEF was -14.78%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current IDEF drawdown is -11.21%.
| Rank | IBDT | IDEF |
|---|---|---|
| #1 | -17.79% Mar 6, 2020 - Jun 15, 2020 | -14.78% Mar 2, 2026 - Jun 10, 2026 |
| #2 | -17.69% Aug 2, 2021 - May 29, 2025 | -12.27% Oct 8, 2025 - Jan 5, 2026 |
| #3 | -4.41% Dec 30, 2020 - Aug 2, 2021 | -7.38% Jan 16, 2026 - Mar 2, 2026 |
| #4 | -2.61% Sep 4, 2019 - Dec 3, 2019 | -4.33% Aug 6, 2025 - Sep 10, 2025 |
| #5 | -1.82% Oct 2, 2018 - Dec 28, 2018 | -1.59% Jun 30, 2025 - Jul 9, 2025 |
| #6 | -1.66% Aug 4, 2020 - Nov 19, 2020 | -1.52% Jul 23, 2025 - Aug 4, 2025 |
| #7 | -1.36% Jul 3, 2019 - Aug 1, 2019 | -1.25% Jun 9, 2025 - Jun 13, 2025 |
| #8 | -1.03% Feb 23, 2026 - May 8, 2026 | -1.21% Jul 18, 2025 - Jul 23, 2025 |
| #9 | -1.01% Jan 31, 2019 - Feb 26, 2019 | -0.71% Sep 16, 2025 - Sep 19, 2025 |
| #10 | -0.86% Jun 17, 2020 - Jul 1, 2020 | -0.70% Jul 14, 2025 - Jul 17, 2025 |
| #11 | -0.78% Mar 27, 2019 - Apr 10, 2019 | -0.68% Sep 23, 2025 - Sep 26, 2025 |
| #12 | -0.69% Apr 10, 2019 - Apr 26, 2019 | -0.63% Jun 16, 2025 - Jun 23, 2025 |
| #13 | -0.67% Nov 30, 2020 - Dec 18, 2020 | -0.56% Jul 9, 2025 - Jul 14, 2025 |
| #14 | -0.61% Dec 3, 2019 - Dec 27, 2019 | -0.47% Oct 6, 2025 - Oct 8, 2025 |
| #15 | -0.53% Feb 26, 2019 - Mar 8, 2019 | -0.41% May 27, 2025 - May 30, 2025 |
Correlation
Correlation between IBDT and IDEF is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2018 - 2026)
IBDT vs IDEF dividend yield comparison.
| Year | IBDT | IDEF |
|---|---|---|
| 2026 | 1.85% | 0.17% |
| 2025 | 4.56% | 0.17% |
| 2024 | 4.67% | 0.00% |
| 2023 | 4.10% | 0.00% |
| 2022 | 3.25% | 0.00% |
| 2021 | 2.45% | 0.00% |
| 2020 | 2.80% | 0.00% |
| 2019 | 3.32% | 0.00% |
| 2018 | 1.47% | 0.00% |
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