IBDV vs EEMV

Comparison between ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV, ETF) and ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF (EEMV, ETF).

5-Year PerformanceEEMV has outperformed IBDV, delivering a return of +5.5% compared to +1.1%

IBDV vs EEMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDV(ETF)	EEMV(ETF)
Net Assets	$3B	$3.10B
Expense Ratio	0.10%	0.25%
Max Drawdown	24.90%	34.95%
Sharpe Ratio	0.61	1.58
5Y Beta	0.06	0.45
5Y Dividends CAGR	24.72%	5.15%

Net Assets

IBDV

$3B

Winner

EEMV

$3.10B

Expense Ratio

Winner

IBDV

0.10%

EEMV

0.25%

Max Drawdown

Winner

IBDV

24.90%

EEMV

34.95%

Sharpe Ratio

IBDV

0.61

Winner

EEMV

1.58

5Y Beta

Winner

IBDV

0.06

EEMV

0.45

5Y Dividends CAGR

Winner

IBDV

24.72%

EEMV

5.15%

IBDV vs EEMV - Historical Returns

Returns include dividend reinvestment.

Period	IBDV	EEMV
1 month	+0.24%	+8.68%
3 months	-0.01%	+8.15%
6 months	+1.31%	+15.06%
1 year	+5.96%	+25.81%
5 years(CAGR)	+1.09%	+5.49%
10 years(CAGR)	N/A	+6.75%
Max(CAGR)	+1.13%	+5.50%

IBDV

+0.24%

Winner

EEMV

+8.68%

IBDV

-0.01%

Winner

EEMV

+8.15%

IBDV

+1.31%

Winner

EEMV

+15.06%

IBDV

+5.96%

Winner

EEMV

+25.81%

5Y(CAGR)

IBDV

+1.09%

Winner

EEMV

+5.49%

10Y(CAGR)

IBDV

N/A

EEMV

+6.75%

Max(CAGR)

IBDV

+1.13%

Winner

EEMV

+5.50%

IBDV vs EEMV - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	IBDV	EEMV
2026	+0.52%	+13.41%
2025	+8.24%	+13.83%
2024	+3.94%	+8.43%
2023	+7.89%	+7.15%
2022	-14.02%	-13.96%
2021	-2.38%	+4.37%
2020	+5.32%	+5.84%
2019	N/A	+8.06%
2018	N/A	-7.14%
2017	N/A	+26.80%
2016	N/A	+5.79%
2015	N/A	-11.29%
2014	N/A	+2.46%
2013	N/A	-2.31%
2012	N/A	+20.67%
2011	N/A	+4.49%

IBDV vs EEMV Drawdown Comparison

The maximum drawdown for IBDV was -21.85%, occurring on Oct 20, 2022. Recovery took 1180 trading sessions.

The maximum drawdown for EEMV was -31.57%, occurring on Mar 23, 2020. Recovery took 736 trading sessions.

The current IBDV drawdown is -0.69%.

Rank	IBDV	EEMV
#1	-21.85% Dec 31, 2020 - Sep 16, 2025	-31.57% Jan 26, 2018 - Dec 29, 2020
#2	-2.07% Aug 6, 2020 - Nov 19, 2020	-28.94% Apr 27, 2015 - Nov 21, 2017
#3	-2.07% Feb 27, 2026 - Mar 26, 2026	-21.96% Jun 1, 2021 - Sep 19, 2024
#4	-0.82% Nov 30, 2020 - Dec 28, 2020	-15.93% May 8, 2013 - Jul 22, 2014
#5	-0.75% Oct 20, 2025 - Nov 25, 2025	-13.44% Sep 5, 2014 - Apr 23, 2015
#6	-0.59% Sep 16, 2025 - Oct 2, 2025	-12.46% Sep 26, 2024 - Jun 6, 2025
#7	-0.49% Nov 26, 2025 - Dec 18, 2025	-10.78% May 1, 2012 - Sep 13, 2012
#8	-0.48% Jul 23, 2020 - Jul 30, 2020	-9.22% Feb 25, 2026 - Apr 17, 2026
#9	-0.41% Jan 14, 2026 - Jan 29, 2026	-9.10% Oct 28, 2011 - Jan 18, 2012
#10	-0.32% Oct 2, 2025 - Oct 13, 2025	-5.23% Feb 17, 2021 - Jun 1, 2021
#11	-0.27% Jul 9, 2020 - Jul 14, 2020	-4.12% Apr 2, 2012 - May 1, 2012
#12	-0.23% Dec 29, 2025 - Jan 14, 2026	-3.68% Mar 8, 2013 - Apr 29, 2013
#13	-0.18% Oct 16, 2025 - Oct 20, 2025	-3.49% Oct 17, 2012 - Dec 5, 2012
#14	-0.15% Jan 30, 2026 - Feb 5, 2026	-3.46% Mar 2, 2012 - Mar 15, 2012
#15	-0.14% Feb 17, 2026 - Feb 23, 2026	-3.29% Jan 25, 2021 - Feb 8, 2021

Correlation

Correlation between IBDV and EEMV is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2011 - 2026)

IBDV vs EEMV dividend yield comparison.

Year	IBDV	EEMV
2026	1.51%	0.00%
2025	4.57%	2.65%
2024	4.69%	3.50%
2023	4.10%	2.75%
2022	3.02%	1.93%
2021	1.99%	2.14%
2020	0.90%	2.45%
2019	0.00%	2.63%
2018	0.00%	2.46%
2017	0.00%	2.34%
2016	0.00%	2.79%
2015	0.00%	2.55%
2014	0.00%	2.71%
2013	0.00%	2.51%
2012	0.00%	1.64%
2011	0.00%	1.42%