IBDU vs GVI

Comparison between ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF) and ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF (GVI, ETF).

5-Year PerformanceIBDU has outperformed GVI, delivering a return of +1.5% compared to +1.1%

IBDU vs GVI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDU(ETF)	GVI(ETF)
Net Assets	$3.70B	$3.80B
Expense Ratio	0.10%	0.20%
Max Drawdown	22.93%	15.45%
Sharpe Ratio	0.70	0.18
5Y Beta	0.05	0.00
5Y Dividends CAGR	12.82%	15.53%

Net Assets

IBDU

$3.70B

Winner

GVI

$3.80B

Expense Ratio

Winner

IBDU

0.10%

GVI

0.20%

Max Drawdown

IBDU

22.93%

Winner

GVI

15.45%

Sharpe Ratio

Winner

IBDU

0.70

GVI

0.18

5Y Beta

IBDU

0.05

Winner

GVI

0.00

5Y Dividends CAGR

IBDU

12.82%

Winner

GVI

15.53%

IBDU vs GVI - Historical Returns

Returns include dividend reinvestment.

Period	IBDU	GVI
1 month	-0.18%	-0.33%
3 months	-0.28%	-0.62%
6 months	+1.19%	+0.46%
1 year	+5.51%	+4.40%
5 years(CAGR)	+1.52%	+1.12%
10 years(CAGR)	N/A	+1.81%
Max(CAGR)	+2.38%	+2.88%

Winner

IBDU

-0.18%

GVI

-0.33%

Winner

IBDU

-0.28%

GVI

-0.62%

Winner

IBDU

+1.19%

GVI

+0.46%

Winner

IBDU

+5.51%

GVI

+4.40%

5Y(CAGR)

Winner

IBDU

+1.52%

GVI

+1.12%

10Y(CAGR)

IBDU

N/A

GVI

+1.81%

Max(CAGR)

IBDU

+2.38%

Winner

GVI

+2.88%

IBDU vs GVI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IBDU	GVI
2026	+0.40%	+0.05%
2025	+7.50%	+6.67%
2024	+4.07%	+3.20%
2023	+8.17%	+4.97%
2022	-12.44%	-8.04%
2021	-1.87%	-1.86%
2020	+10.16%	+6.17%
2019	+2.23%	+6.42%
2018	N/A	+0.87%
2017	N/A	+1.83%
2016	N/A	+1.83%
2015	N/A	+0.52%
2014	N/A	+2.75%
2013	N/A	-0.81%
2012	N/A	+3.65%
2011	N/A	+6.01%
2010	N/A	+5.16%
2009	N/A	+2.78%
2008	N/A	+7.86%
2007	N/A	+7.61%

IBDU vs GVI Drawdown Comparison

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

The maximum drawdown for GVI was -12.93%, occurring on Oct 20, 2022. Recovery took 976 trading sessions.

The current IBDU drawdown is -0.66%. The current GVI drawdown is -1.15%.

Rank	IBDU	GVI
#1	-19.44% Aug 4, 2021 - Jul 21, 2025	-12.93% Aug 2, 2021 - Jun 23, 2025
#2	-18.22% Mar 5, 2020 - Jun 15, 2020	-7.54% Sep 9, 2008 - Dec 1, 2008
#3	-5.23% Dec 31, 2020 - Aug 2, 2021	-5.96% Mar 9, 2020 - May 19, 2020
#4	-1.79% Aug 6, 2020 - Nov 27, 2020	-3.57% May 1, 2013 - May 20, 2014
#5	-1.65% Oct 4, 2019 - Dec 26, 2019	-3.53% Jan 14, 2009 - Jul 31, 2009
#6	-1.58% Feb 27, 2026 - Mar 26, 2026	-3.39% Oct 11, 2010 - May 27, 2011
#7	-0.81% Nov 30, 2020 - Dec 24, 2020	-3.30% Jul 8, 2016 - Aug 29, 2017
#8	-0.78% Sep 24, 2019 - Oct 2, 2019	-2.99% Sep 7, 2017 - Jan 3, 2019
#9	-0.67% Jun 16, 2020 - Jul 1, 2020	-2.54% Apr 11, 2008 - Sep 3, 2008
#10	-0.55% Feb 3, 2020 - Feb 10, 2020	-2.17% Dec 31, 2020 - Aug 2, 2021
#11	-0.52% Feb 25, 2020 - Feb 28, 2020	-1.79% Feb 27, 2026 - Mar 26, 2026
#12	-0.51% Oct 21, 2025 - Nov 24, 2025	-1.78% Jan 30, 2015 - Oct 2, 2015
#13	-0.47% Sep 15, 2025 - Oct 1, 2025	-1.69% Dec 30, 2008 - Jan 14, 2009
#14	-0.37% Jul 23, 2020 - Jul 29, 2020	-1.69% Sep 21, 2011 - Nov 1, 2011
#15	-0.35% Feb 10, 2020 - Feb 18, 2020	-1.68% May 8, 2007 - Jul 26, 2007

Correlation

Correlation between IBDU and GVI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2007 - 2026)

IBDU vs GVI dividend yield comparison.

Year	IBDU	GVI
2026	1.53%	1.22%
2025	4.67%	3.48%
2024	4.75%	3.40%
2023	4.21%	2.75%
2022	3.34%	1.86%
2021	2.29%	1.46%
2020	2.42%	1.84%
2019	0.74%	2.29%
2018	0.00%	2.16%
2017	0.00%	1.91%
2016	0.00%	1.77%
2015	0.00%	1.75%
2014	0.00%	1.72%
2013	0.00%	1.77%
2012	0.00%	2.13%
2011	0.00%	2.63%
2010	0.00%	2.86%
2009	0.00%	3.32%
2008	0.00%	4.02%
2007	0.00%	4.42%