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IBDU vs KRE

Comparison between ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF) and SPDR(R) S&P REGIONAL BANKING(SM) ETF (KRE, ETF).

5-Year PerformanceKRE has outperformed IBDU, delivering a return of +2.5% compared to +1.4%

IBDU vs KRE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBDU
$3.70B
KRE
$3.70B
Expense Ratio
Winner
IBDU
0.10%
KRE
0.35%
Max Drawdown
Winner
IBDU
22.93%
KRE
71.21%
Sharpe Ratio
IBDU
0.70
Winner
KRE
1.04
5Y Beta
Winner
IBDU
0.05
KRE
1.05
P/E Ratio
IBDU
N/A
KRE
14.20
Forward P/E
IBDU
N/A
KRE
11.40
5Y Dividends CAGR
Winner
IBDU
12.82%
KRE
1.83%
5Y EPS CAGR
IBDU
N/A
KRE
8.35%
Debt to Equity
IBDU
N/A
KRE
19.06%
P/S Ratio
IBDU
N/A
KRE
3.88
P/B Ratio
IBDU
N/A
KRE
1.23

IBDU vs KRE - Historical Returns

Returns include dividend reinvestment.

1M
IBDU
+0.17%
Winner
KRE
+1.69%
3M
Winner
IBDU
+0.07%
KRE
-4.32%
6M
IBDU
+1.45%
Winner
KRE
+15.86%
1Y
IBDU
+5.60%
Winner
KRE
+25.96%
5Y(CAGR)
IBDU
+1.37%
Winner
KRE
+2.48%
10Y(CAGR)
IBDU
N/A
KRE
+8.78%
Max(CAGR)
IBDU
+2.42%
Winner
KRE
+4.43%

IBDU vs KRE - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearIBDUKRE
2026+0.62%+7.68%
2025+7.50%+11.41%
2024+4.07%+18.19%
2023+8.17%-6.93%
2022-12.44%-16.65%
2021-1.87%+39.97%
2020+10.16%-7.56%
2019+2.23%+25.36%
2018N/A-19.01%
2017N/A+7.48%
2016N/A+38.38%
2015N/A+6.12%
2014N/A+3.42%
2013N/A+42.21%
2012N/A+14.15%
2011N/A-7.79%
2010N/A+18.25%
2009N/A-21.82%
2008N/A-16.59%
2007N/A-22.74%
2006N/A+6.01%

IBDU vs KRE Drawdown Comparison

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

The maximum drawdown for KRE was -68.58%, occurring on Mar 9, 2009. Recovery took 2106 trading sessions.

The current IBDU drawdown is -0.44%. The current KRE drawdown is -4.59%.

RankIBDUKRE
#1-19.44%
Aug 4, 2021 - Jul 21, 2025
-68.58%
Dec 27, 2006 - May 12, 2015
#2-18.22%
Mar 5, 2020 - Jun 15, 2020
-54.87%
Jun 8, 2018 - Feb 9, 2021
#3-5.23%
Dec 31, 2020 - Aug 2, 2021
-52.71%
Jan 14, 2022 - Feb 3, 2026
#4-1.79%
Aug 6, 2020 - Nov 27, 2020
-27.99%
Nov 6, 2015 - Nov 9, 2016
#5-1.65%
Oct 4, 2019 - Dec 26, 2019
-15.90%
Mar 1, 2017 - Nov 29, 2017
#6-1.58%
Feb 27, 2026 - Mar 26, 2026
-15.65%
Jun 1, 2021 - Oct 8, 2021
#7-0.81%
Nov 30, 2020 - Dec 24, 2020
-15.01%
Jun 23, 2015 - Nov 6, 2015
#8-0.78%
Sep 24, 2019 - Oct 2, 2019
-14.95%
Feb 6, 2026 - Mar 18, 2026
#9-0.67%
Jun 16, 2020 - Jul 1, 2020
-10.93%
Nov 23, 2021 - Jan 6, 2022
#10-0.55%
Feb 3, 2020 - Feb 10, 2020
-9.12%
Mar 9, 2018 - May 22, 2018
#11-0.52%
Feb 25, 2020 - Feb 28, 2020
-8.99%
Mar 12, 2021 - May 7, 2021
#12-0.51%
Oct 21, 2025 - Nov 24, 2025
-6.96%
Jan 23, 2018 - Mar 6, 2018
#13-0.47%
Sep 15, 2025 - Oct 1, 2025
-5.19%
Feb 24, 2021 - Mar 8, 2021
#14-0.37%
Jul 23, 2020 - Jul 29, 2020
-4.73%
Dec 27, 2016 - Jan 26, 2017
#15-0.35%
Feb 10, 2020 - Feb 18, 2020
-4.38%
May 7, 2021 - May 14, 2021

Correlation

Correlation between IBDU and KRE is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43
-101

Dividend Comparison (2006 - 2026)

IBDU vs KRE dividend yield comparison.

YearIBDUKRE
20261.53%0.52%
20254.67%2.45%
20244.75%2.59%
20234.21%2.99%
20223.34%2.51%
20212.29%1.97%
20202.42%2.78%
20190.74%2.21%
20180.00%2.48%
20170.00%1.40%
20160.00%1.40%
20150.00%1.80%
20140.00%1.60%
20130.00%1.37%
20120.00%2.02%
20110.00%1.80%
20100.00%1.37%
20090.00%2.06%
20080.00%3.71%
20070.00%6.08%
20060.00%1.23%

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