IBDU vs VNQI

Comparison between ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF) and VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES (VNQI, ETF).

5-Year PerformanceIBDU has outperformed VNQI, delivering a return of +1.4% compared to +0.0%

IBDU vs VNQI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDU(ETF)	VNQI(ETF)
Net Assets	$3.70B	$3.70B
Expense Ratio	0.10%	0.12%
Max Drawdown	22.93%	43.72%
Sharpe Ratio	0.70	0.82
5Y Beta	0.05	0.48
5Y Dividends CAGR	12.82%	N/A

Net Assets

IBDU

$3.70B

VNQI

$3.70B

Expense Ratio

Winner

IBDU

0.10%

VNQI

0.12%

Max Drawdown

Winner

IBDU

22.93%

VNQI

43.72%

Sharpe Ratio

IBDU

0.70

Winner

VNQI

0.82

5Y Beta

Winner

IBDU

0.05

VNQI

0.48

5Y Dividends CAGR

IBDU

12.82%

VNQI

N/A

IBDU vs VNQI - Historical Returns

Returns include dividend reinvestment.

Period	IBDU	VNQI
1 month	+0.17%	+1.88%
3 months	+0.07%	-4.08%
6 months	+1.45%	+5.37%
1 year	+5.60%	+15.92%
5 years(CAGR)	+1.37%	+0.04%
10 years(CAGR)	N/A	+3.07%
Max(CAGR)	+2.42%	+3.75%

IBDU

+0.17%

Winner

VNQI

+1.88%

Winner

IBDU

+0.07%

VNQI

-4.08%

IBDU

+1.45%

Winner

VNQI

+5.37%

IBDU

+5.60%

Winner

VNQI

+15.92%

5Y(CAGR)

Winner

IBDU

+1.37%

VNQI

+0.04%

10Y(CAGR)

IBDU

N/A

VNQI

+3.07%

Max(CAGR)

IBDU

+2.42%

Winner

VNQI

+3.75%

IBDU vs VNQI - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IBDU	VNQI
2026	+0.62%	+3.69%
2025	+7.50%	+22.21%
2024	+4.07%	-0.65%
2023	+8.17%	+5.60%
2022	-12.44%	-23.09%
2021	-1.87%	+7.00%
2020	+10.16%	-7.77%
2019	+2.23%	+22.46%
2018	N/A	-10.62%
2017	N/A	+26.19%
2016	N/A	+3.10%
2015	N/A	-2.29%
2014	N/A	+3.80%
2013	N/A	+0.80%
2012	N/A	+39.74%
2011	N/A	-17.41%
2010	N/A	+1.64%

IBDU vs VNQI Drawdown Comparison

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

The maximum drawdown for VNQI was -38.35%, occurring on Mar 23, 2020. Recovery took 344 trading sessions.

The current IBDU drawdown is -0.44%. The current VNQI drawdown is -5.99%.

Rank	IBDU	VNQI
#1	-19.44% Aug 4, 2021 - Jul 21, 2025	-38.35% Jan 17, 2020 - Jun 1, 2021
#2	-18.22% Mar 5, 2020 - Jun 15, 2020	-35.77% Jun 10, 2021 - Feb 9, 2026
#3	-5.23% Dec 31, 2020 - Aug 2, 2021	-24.53% May 2, 2011 - Sep 12, 2012
#4	-1.79% Aug 6, 2020 - Nov 27, 2020	-21.53% May 15, 2015 - May 15, 2017
#5	-1.65% Oct 4, 2019 - Dec 26, 2019	-18.53% May 3, 2013 - Apr 6, 2015
#6	-1.58% Feb 27, 2026 - Mar 26, 2026	-18.18% Jan 26, 2018 - Nov 4, 2019
#7	-0.81% Nov 30, 2020 - Dec 24, 2020	-14.78% Feb 26, 2026 - Mar 27, 2026
#8	-0.78% Sep 24, 2019 - Oct 2, 2019	-10.16% Nov 4, 2010 - Apr 21, 2011
#9	-0.67% Jun 16, 2020 - Jul 1, 2020	-3.56% May 4, 2015 - May 15, 2015
#10	-0.55% Feb 3, 2020 - Feb 10, 2020	-3.54% Nov 4, 2019 - Dec 20, 2019
#11	-0.52% Feb 25, 2020 - Feb 28, 2020	-3.40% Nov 6, 2012 - Nov 28, 2012
#12	-0.51% Oct 21, 2025 - Nov 24, 2025	-3.18% Jun 7, 2017 - Jul 19, 2017
#13	-0.47% Sep 15, 2025 - Oct 1, 2025	-3.14% Feb 1, 2013 - Mar 1, 2013
#14	-0.37% Jul 23, 2020 - Jul 29, 2020	-2.48% Sep 18, 2017 - Oct 13, 2017
#15	-0.35% Feb 10, 2020 - Feb 18, 2020	-2.22% Apr 12, 2013 - Apr 19, 2013

Correlation

Correlation between IBDU and VNQI is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2010 - 2026)

IBDU vs VNQI dividend yield comparison.

Year	IBDU	VNQI
2026	1.53%	0.00%
2025	4.67%	4.70%
2024	4.75%	5.16%
2023	4.21%	3.74%
2022	3.34%	0.57%
2021	2.29%	6.48%
2020	2.42%	0.93%
2019	0.74%	7.58%
2018	0.00%	4.62%
2017	0.00%	3.86%
2016	0.00%	5.18%
2015	0.00%	2.86%
2014	0.00%	4.11%
2013	0.00%	3.27%
2012	0.00%	5.58%
2011	0.00%	3.28%
2010	0.00%	0.88%