IBDU vs IDEF

Comparison between ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF) and iShares Defense Industrials Active ETF (IDEF, ETF).

IBDU vs IDEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDU(ETF)	IDEF(ETF)
Net Assets	$4B	$4.10B
Expense Ratio	0.10%	0.55%
Max Drawdown	22.93%	15.92%
Sharpe Ratio	-0.10	0.44
5Y Beta	0.05	1.09
P/E Ratio	N/A	48.30
Forward P/E	N/A	31.53
5Y Dividends CAGR	11.31%	N/A
Debt to Equity	N/A	125.05%
P/S Ratio	N/A	2.68
P/B Ratio	N/A	5.69

Net Assets

IBDU

$4B

Winner

IDEF

$4.10B

Expense Ratio

Winner

IBDU

0.10%

IDEF

0.55%

Max Drawdown

IBDU

22.93%

Winner

IDEF

15.92%

Sharpe Ratio

IBDU

-0.10

Winner

IDEF

0.44

5Y Beta

Winner

IBDU

0.05

IDEF

1.09

P/E Ratio

IBDU

N/A

IDEF

48.30

Forward P/E

IBDU

N/A

IDEF

31.53

5Y Dividends CAGR

IBDU

11.31%

IDEF

N/A

Debt to Equity

IBDU

N/A

IDEF

125.05%

P/S Ratio

IBDU

N/A

IDEF

2.68

P/B Ratio

IBDU

N/A

IDEF

5.69

IBDU vs IDEF - Historical Returns

Returns include dividend reinvestment.

Period	IBDU	IDEF
1 month	-0.27%	+3.61%
3 months	+0.10%	-0.84%
6 months	+0.47%	-8.34%
1 year	+3.75%	+13.42%
5 years(CAGR)	+0.81%	N/A
Max(CAGR)	+2.35%	+24.56%

IBDU

-0.27%

Winner

IDEF

+3.61%

Winner

IBDU

+0.10%

IDEF

-0.84%

Winner

IBDU

+0.47%

IDEF

-8.34%

IBDU

+3.75%

Winner

IDEF

+13.42%

5Y(CAGR)

IBDU

+0.81%

IDEF

N/A

Max(CAGR)

IBDU

+2.35%

Winner

IDEF

+24.56%

IBDU vs IDEF - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	IBDU	IDEF
2026	+0.72%	+2.65%
2025	+7.50%	+23.05%
2024	+4.07%	N/A
2023	+8.17%	N/A
2022	-12.44%	N/A
2021	-1.87%	N/A
2020	+10.16%	N/A
2019	+2.23%	N/A

IBDU vs IDEF Drawdown Comparison

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

The maximum drawdown for IDEF was -15.78%, occurring on Jul 20, 2026. This drawdown has not yet recovered.

The current IBDU drawdown is -0.34%. The current IDEF drawdown is -11.73%.

Rank	IBDU	IDEF
#1	-19.44% Aug 4, 2021 - Jul 21, 2025	-15.78% Mar 2, 2026 - Jul 20, 2026
#2	-18.22% Mar 5, 2020 - Jun 15, 2020	-12.27% Oct 8, 2025 - Jan 5, 2026
#3	-5.23% Dec 31, 2020 - Aug 2, 2021	-7.38% Jan 16, 2026 - Mar 2, 2026
#4	-1.79% Aug 6, 2020 - Nov 27, 2020	-4.33% Aug 6, 2025 - Sep 10, 2025
#5	-1.65% Oct 4, 2019 - Dec 26, 2019	-1.59% Jun 30, 2025 - Jul 9, 2025
#6	-1.58% Feb 27, 2026 - Mar 26, 2026	-1.52% Jul 23, 2025 - Aug 4, 2025
#7	-0.81% Nov 30, 2020 - Dec 24, 2020	-1.25% Jun 9, 2025 - Jun 13, 2025
#8	-0.78% Sep 24, 2019 - Oct 2, 2019	-1.21% Jul 18, 2025 - Jul 23, 2025
#9	-0.67% Jun 16, 2020 - Jul 1, 2020	-0.71% Sep 16, 2025 - Sep 19, 2025
#10	-0.55% Feb 3, 2020 - Feb 10, 2020	-0.70% Jul 14, 2025 - Jul 17, 2025
#11	-0.52% Feb 25, 2020 - Feb 28, 2020	-0.68% Sep 23, 2025 - Sep 26, 2025
#12	-0.51% Oct 21, 2025 - Nov 24, 2025	-0.63% Jun 16, 2025 - Jun 23, 2025
#13	-0.47% Sep 15, 2025 - Oct 1, 2025	-0.56% Jul 9, 2025 - Jul 14, 2025
#14	-0.37% Jul 23, 2020 - Jul 29, 2020	-0.47% Oct 6, 2025 - Oct 8, 2025
#15	-0.35% Feb 10, 2020 - Feb 18, 2020	-0.41% May 27, 2025 - May 30, 2025