IBDV vs TMF

Comparison between ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV, ETF) and DIREXION DAILY 20+ YEAR TREASURY BULL 3X SHARES (TMF, ETF).

5-Year PerformanceIBDV has outperformed TMF, delivering a return of +1.1% compared to -30.0%

IBDV vs TMF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDV(ETF)	TMF(ETF)
Net Assets	$3B	$3B
Expense Ratio	0.10%	N/A
Max Drawdown	24.90%	93.33%
Sharpe Ratio	0.61	-0.21
5Y Beta	0.06	0.19
5Y Dividends CAGR	24.72%	-26.36%

Net Assets

IBDV

$3B

TMF

$3B

Expense Ratio

IBDV

0.10%

TMF

N/A

Max Drawdown

Winner

IBDV

24.90%

TMF

93.33%

Sharpe Ratio

Winner

IBDV

0.61

TMF

-0.21

5Y Beta

Winner

IBDV

0.06

TMF

0.19

5Y Dividends CAGR

Winner

IBDV

24.72%

TMF

-26.36%

IBDV vs TMF - Historical Returns

Returns include dividend reinvestment.

Period	IBDV	TMF
1 month	+0.24%	-2.95%
3 months	-0.01%	-4.91%
6 months	+1.31%	-11.01%
1 year	+5.96%	-3.60%
5 years(CAGR)	+1.09%	-30.02%
10 years(CAGR)	N/A	-15.93%
Max(CAGR)	+1.13%	-5.96%

Winner

IBDV

+0.24%

TMF

-2.95%

Winner

IBDV

-0.01%

TMF

-4.91%

Winner

IBDV

+1.31%

TMF

-11.01%

Winner

IBDV

+5.96%

TMF

-3.60%

5Y(CAGR)

Winner

IBDV

+1.09%

TMF

-30.02%

10Y(CAGR)

IBDV

N/A

TMF

-15.93%

Max(CAGR)

Winner

IBDV

+1.13%

TMF

-5.96%

IBDV vs TMF - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IBDV	TMF
2026	+0.52%	-3.47%
2025	+8.24%	-3.69%
2024	+3.94%	-34.61%
2023	+7.89%	-17.42%
2022	-14.02%	-70.36%
2021	-2.38%	-19.51%
2020	+5.32%	+34.34%
2019	N/A	+32.62%
2018	N/A	-7.97%
2017	N/A	+21.53%
2016	N/A	-5.33%
2015	N/A	-16.30%
2014	N/A	+95.37%
2013	N/A	-36.52%
2012	N/A	+5.23%
2011	N/A	+112.97%
2010	N/A	+16.06%
2009	N/A	-39.24%

IBDV vs TMF Drawdown Comparison

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

The maximum drawdown for TMF was -92.61%, occurring on May 21, 2025. This drawdown has not yet recovered.

The current IBDV drawdown is -0.69%. The current TMF drawdown is -92.06%.

Rank	IBDV	TMF
#1	-21.85% Dec 31, 2020 - Sep 16, 2025	-92.61% Mar 9, 2020 - May 21, 2025
#2	-2.07% Aug 6, 2020 - Nov 19, 2020	-53.33% Jul 25, 2012 - Jan 5, 2015
#3	-2.07% Feb 27, 2026 - Mar 26, 2026	-51.11% Jul 8, 2016 - Aug 12, 2019
#4	-0.82% Nov 30, 2020 - Dec 28, 2020	-46.17% Aug 26, 2010 - Aug 10, 2011
#5	-0.75% Oct 20, 2025 - Nov 25, 2025	-44.57% Apr 20, 2009 - Aug 19, 2010
#6	-0.59% Sep 16, 2025 - Oct 2, 2025	-42.46% Jan 30, 2015 - Jun 27, 2016
#7	-0.49% Nov 26, 2025 - Dec 18, 2025	-30.94% Oct 3, 2011 - May 30, 2012
#8	-0.48% Jul 23, 2020 - Jul 30, 2020	-24.59% Aug 28, 2019 - Feb 24, 2020
#9	-0.41% Jan 14, 2026 - Jan 29, 2026	-14.95% Aug 10, 2011 - Aug 18, 2011
#10	-0.32% Oct 2, 2025 - Oct 13, 2025	-14.23% Sep 22, 2011 - Oct 3, 2011
#11	-0.27% Jul 9, 2020 - Jul 14, 2020	-12.90% Aug 19, 2011 - Sep 2, 2011
#12	-0.23% Dec 29, 2025 - Jan 14, 2026	-12.78% Jun 1, 2012 - Jul 23, 2012
#13	-0.18% Oct 16, 2025 - Oct 20, 2025	-7.46% Aug 15, 2019 - Aug 27, 2019
#14	-0.15% Jan 30, 2026 - Feb 5, 2026	-6.18% Sep 12, 2011 - Sep 19, 2011
#15	-0.14% Feb 17, 2026 - Feb 23, 2026	-5.52% Sep 6, 2011 - Sep 9, 2011

Correlation

Correlation between IBDV and TMF is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32

-101

Dividend Comparison (2009 - 2026)

IBDV vs TMF dividend yield comparison.

Year	IBDV	TMF
2026	1.51%	0.62%
2025	4.57%	4.06%
2024	4.69%	4.29%
2023	4.10%	2.82%
2022	3.02%	1.62%
2021	1.99%	0.13%
2020	0.90%	2.24%
2019	0.00%	0.94%
2018	0.00%	1.49%
2017	0.00%	0.41%
2013	0.00%	0.57%
2012	0.00%	0.17%
2011	0.00%	0.70%
2010	0.00%	5.12%
2009	0.00%	15.58%