IBDT vs IDMO

Comparison between ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT, ETF) and INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF (IDMO, ETF).

5-Year PerformanceIDMO has outperformed IBDT, delivering a return of +15.9% compared to +1.2%

IBDT vs IDMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDT(ETF)	IDMO(ETF)
Net Assets	$4.10B	$4.10B
Expense Ratio	0.10%	0.25%
Max Drawdown	21.32%	40.58%
Sharpe Ratio	-0.17	1.08
5Y Beta	0.03	0.86
5Y Dividends CAGR	7.21%	32.87%

Net Assets

IBDT

$4.10B

IDMO

$4.10B

Expense Ratio

Winner

IBDT

0.10%

IDMO

0.25%

Max Drawdown

Winner

IBDT

21.32%

IDMO

40.58%

Sharpe Ratio

IBDT

-0.17

Winner

IDMO

1.08

5Y Beta

Winner

IBDT

0.03

IDMO

0.86

5Y Dividends CAGR

IBDT

7.21%

Winner

IDMO

32.87%

IBDT vs IDMO - Historical Returns

Returns include dividend reinvestment.

Period	IBDT	IDMO
1 month	+0.37%	+4.64%
3 months	+0.79%	+5.55%
6 months	+0.91%	+8.86%
1 year	+3.67%	+25.04%
5 years(CAGR)	+1.21%	+15.87%
10 years(CAGR)	N/A	+12.93%
Max(CAGR)	+3.87%	+9.29%

IBDT

+0.37%

Winner

IDMO

+4.64%

IBDT

+0.79%

Winner

IDMO

+5.55%

IBDT

+0.91%

Winner

IDMO

+8.86%

IBDT

+3.67%

Winner

IDMO

+25.04%

5Y(CAGR)

IBDT

+1.21%

Winner

IDMO

+15.87%

10Y(CAGR)

IBDT

N/A

IDMO

+12.93%

Max(CAGR)

IBDT

+3.87%

Winner

IDMO

+9.29%

IBDT vs IDMO - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	IBDT	IDMO
2026	+1.38%	+13.02%
2025	+6.93%	+42.29%
2024	+4.34%	+14.02%
2023	+7.32%	+20.76%
2022	-11.23%	-12.23%
2021	-1.91%	+13.15%
2020	+9.66%	+21.38%
2019	+15.26%	+26.22%
2018	+1.18%	-16.01%
2017	N/A	+29.17%
2016	N/A	+2.38%
2015	N/A	-11.66%
2014	N/A	-4.53%
2013	N/A	+18.63%
2012	N/A	+1.88%

IBDT vs IDMO Drawdown Comparison

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

The maximum drawdown for IDMO was -39.35%, occurring on Feb 9, 2016. Recovery took 1191 trading sessions.

Rank	IBDT	IDMO
#1	-17.79% Mar 6, 2020 - Jun 15, 2020	-39.35% May 14, 2015 - Feb 6, 2020
#2	-17.69% Aug 2, 2021 - May 29, 2025	-31.32% Feb 19, 2020 - Jul 14, 2020
#3	-4.41% Dec 30, 2020 - Aug 2, 2021	-27.09% Nov 12, 2021 - Dec 1, 2023
#4	-2.61% Sep 4, 2019 - Dec 3, 2019	-25.56% Feb 24, 2012 - Dec 19, 2012
#5	-1.82% Oct 2, 2018 - Dec 28, 2018	-21.02% Jul 3, 2014 - Apr 24, 2015
#6	-1.66% Aug 4, 2020 - Nov 19, 2020	-13.64% Jan 30, 2013 - Aug 14, 2013
#7	-1.36% Jul 3, 2019 - Aug 1, 2019	-12.65% Mar 25, 2025 - Apr 23, 2025
#8	-1.03% Feb 23, 2026 - May 8, 2026	-12.52% Feb 16, 2021 - Aug 5, 2021
#9	-1.01% Jan 31, 2019 - Feb 26, 2019	-12.31% Feb 26, 2026 - Apr 14, 2026
#10	-0.86% Jun 17, 2020 - Jul 1, 2020	-11.40% Jul 16, 2024 - Aug 30, 2024
#11	-0.78% Mar 27, 2019 - Apr 10, 2019	-7.30% Jan 17, 2014 - Feb 18, 2014
#12	-0.69% Apr 10, 2019 - Apr 26, 2019	-7.22% May 13, 2026 - Jun 16, 2026
#13	-0.67% Nov 30, 2020 - Dec 18, 2020	-6.98% Dec 5, 2024 - Feb 6, 2025
#14	-0.61% Dec 3, 2019 - Dec 27, 2019	-6.92% Sep 15, 2021 - Nov 1, 2021
#15	-0.53% Feb 26, 2019 - Mar 8, 2019	-6.73% Oct 12, 2020 - Nov 5, 2020

Correlation

Correlation between IBDT and IDMO is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2012 - 2026)

IBDT vs IDMO dividend yield comparison.

Year	IBDT	IDMO
2026	2.59%	1.25%
2025	4.56%	3.71%
2024	4.67%	2.24%
2023	4.10%	2.89%
2022	3.25%	3.66%
2021	2.45%	1.81%
2020	2.80%	1.63%
2019	3.32%	2.78%
2018	1.47%	3.27%
2017	0.00%	3.08%
2016	0.00%	2.18%
2015	0.00%	2.52%
2014	0.00%	2.19%
2013	0.00%	1.70%
2012	0.00%	2.07%