IBDU vs BILS

Comparison between ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETF (BILS, ETF).

5-Year PerformanceBILS has outperformed IBDU, delivering a return of +3.3% compared to +1.2%

IBDU vs BILS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDU(ETF)	BILS(ETF)
Net Assets	$3.80B	$3.90B
Expense Ratio	0.10%	0.14%
Max Drawdown	22.93%	1.20%
Sharpe Ratio	0.44	0.63
5Y Beta	0.05	-0.00
5Y Dividends CAGR	11.26%	N/A

Net Assets

IBDU

$3.80B

Winner

BILS

$3.90B

Expense Ratio

Winner

IBDU

0.10%

BILS

0.14%

Max Drawdown

IBDU

22.93%

Winner

BILS

1.20%

Sharpe Ratio

IBDU

0.44

Winner

BILS

0.63

5Y Beta

IBDU

0.05

Winner

BILS

-0.00

5Y Dividends CAGR

IBDU

11.26%

BILS

N/A

IBDU vs BILS - Historical Returns

Returns include dividend reinvestment.

Period	IBDU	BILS
1 month	+0.58%	+0.28%
3 months	+0.78%	+0.87%
6 months	+1.16%	+1.71%
1 year	+4.88%	+3.89%
5 years(CAGR)	+1.18%	+3.32%
Max(CAGR)	+2.40%	+2.89%

Winner

IBDU

+0.58%

BILS

+0.28%

IBDU

+0.78%

Winner

BILS

+0.87%

IBDU

+1.16%

Winner

BILS

+1.71%

Winner

IBDU

+4.88%

BILS

+3.89%

5Y(CAGR)

IBDU

+1.18%

Winner

BILS

+3.32%

Max(CAGR)

IBDU

+2.40%

Winner

BILS

+2.89%

IBDU vs BILS - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	IBDU	BILS
2026	+0.76%	+1.51%
2025	+7.50%	+4.19%
2024	+4.07%	+5.15%
2023	+8.17%	+4.92%
2022	-12.44%	+0.91%
2021	-1.87%	-0.08%
2020	+10.16%	+0.00%
2019	+2.23%	N/A

IBDU vs BILS Drawdown Comparison

The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.

The maximum drawdown for BILS was -0.41%, occurring on Jun 14, 2022. Recovery took 415 trading sessions.

The current IBDU drawdown is -0.30%.

Rank	IBDU	BILS
#1	-19.44% Aug 4, 2021 - Jul 21, 2025	-0.41% Feb 5, 2021 - Sep 29, 2022
#2	-18.22% Mar 5, 2020 - Jun 15, 2020	-0.08% Oct 6, 2022 - Oct 27, 2022
#3	-5.23% Dec 31, 2020 - Aug 2, 2021	-0.07% Mar 17, 2023 - Mar 23, 2023
#4	-1.79% Aug 6, 2020 - Nov 27, 2020	-0.04% Feb 1, 2024 - Feb 7, 2024
#5	-1.65% Oct 4, 2019 - Dec 26, 2019	-0.04% Apr 5, 2023 - Apr 13, 2023
#6	-1.58% Feb 27, 2026 - Mar 26, 2026	-0.04% Mar 13, 2023 - Mar 15, 2023
#7	-0.81% Nov 30, 2020 - Dec 24, 2020	-0.03% Mar 2, 2023 - Mar 9, 2023
#8	-0.78% Sep 24, 2019 - Oct 2, 2019	-0.03% Apr 8, 2025 - Apr 11, 2025
#9	-0.67% Jun 16, 2020 - Jul 1, 2020	-0.03% Apr 13, 2023 - Apr 19, 2023
#10	-0.55% Feb 3, 2020 - Feb 10, 2020	-0.03% Nov 10, 2022 - Nov 17, 2022
#11	-0.52% Feb 25, 2020 - Feb 28, 2020	-0.03% Oct 28, 2025 - Oct 31, 2025
#12	-0.51% Oct 21, 2025 - Nov 24, 2025	-0.03% Mar 24, 2023 - Mar 30, 2023
#13	-0.47% Sep 15, 2025 - Oct 1, 2025	-0.02% Oct 9, 2020 - Feb 5, 2021
#14	-0.37% Jul 23, 2020 - Jul 29, 2020	-0.02% Dec 17, 2024 - Dec 19, 2024
#15	-0.35% Feb 10, 2020 - Feb 18, 2020	-0.02% Mar 15, 2023 - Mar 17, 2023