IBDV vs UCON

Comparison between ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).

5-Year PerformanceUCON has outperformed IBDV, delivering a return of +2.7% compared to +0.6%

IBDV vs UCON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDV(ETF)	UCON(ETF)
Net Assets	$3.20B	$3.30B
Expense Ratio	0.10%	0.86%
Max Drawdown	24.90%	15.31%
Sharpe Ratio	0.03	0.31
5Y Beta	0.06	0.04
5Y Dividends CAGR	17.17%	9.44%

Net Assets

IBDV

$3.20B

Winner

UCON

$3.30B

Expense Ratio

Winner

IBDV

0.10%

UCON

0.86%

Max Drawdown

IBDV

24.90%

Winner

UCON

15.31%

Sharpe Ratio

IBDV

0.03

Winner

UCON

0.31

5Y Beta

IBDV

0.06

Winner

UCON

0.04

5Y Dividends CAGR

Winner

IBDV

17.17%

UCON

9.44%

IBDV vs UCON - Historical Returns

Returns include dividend reinvestment.

Period	IBDV	UCON
1 month	-0.20%	-0.12%
3 months	-0.33%	-0.02%
6 months	+0.10%	+0.42%
1 year	+3.96%	+4.62%
5 years(CAGR)	+0.58%	+2.74%
10 years(CAGR)	N/A	+3.66%
Max(CAGR)	+1.06%	+3.66%

IBDV

-0.20%

Winner

UCON

-0.12%

IBDV

-0.33%

Winner

UCON

-0.02%

IBDV

+0.10%

Winner

UCON

+0.42%

IBDV

+3.96%

Winner

UCON

+4.62%

5Y(CAGR)

IBDV

+0.58%

Winner

UCON

+2.74%

10Y(CAGR)

IBDV

N/A

UCON

+3.66%

Max(CAGR)

IBDV

+1.06%

Winner

UCON

+3.66%

IBDV vs UCON - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	IBDV	UCON
2026	+0.30%	+0.64%
2025	+8.24%	+7.00%
2024	+3.94%	+4.90%
2023	+7.89%	+7.67%
2022	-14.02%	-5.72%
2021	-2.38%	+1.05%
2020	+5.32%	+6.67%
2019	N/A	+7.13%
2018	N/A	+1.11%

IBDV vs UCON Drawdown Comparison

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

The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.

The current IBDV drawdown is -0.90%. The current UCON drawdown is -0.58%.

Rank	IBDV	UCON
#1	-21.85% Dec 31, 2020 - Sep 16, 2025	-15.31% Mar 5, 2020 - Jul 2, 2020
#2	-2.07% Aug 6, 2020 - Nov 19, 2020	-9.60% Sep 14, 2021 - Dec 14, 2023
#3	-2.07% Feb 27, 2026 - Mar 26, 2026	-2.45% Feb 26, 2026 - Jun 29, 2026
#4	-0.82% Nov 30, 2020 - Dec 28, 2020	-1.70% Feb 1, 2024 - May 15, 2024
#5	-0.75% Oct 20, 2025 - Nov 25, 2025	-1.67% Sep 24, 2024 - Feb 24, 2025
#6	-0.59% Sep 16, 2025 - Oct 2, 2025	-1.53% Mar 3, 2025 - May 30, 2025
#7	-0.49% Nov 26, 2025 - Dec 18, 2025	-1.12% Nov 9, 2018 - Jan 10, 2019
#8	-0.48% Jul 23, 2020 - Jul 30, 2020	-1.07% Feb 11, 2021 - May 26, 2021
#9	-0.41% Jan 14, 2026 - Jan 29, 2026	-0.96% Sep 4, 2019 - Oct 1, 2019
#10	-0.32% Oct 2, 2025 - Oct 13, 2025	-0.88% Feb 24, 2020 - Mar 3, 2020
#11	-0.27% Jul 9, 2020 - Jul 14, 2020	-0.87% Dec 28, 2023 - Jan 12, 2024
#12	-0.23% Dec 29, 2025 - Jan 14, 2026	-0.83% Oct 13, 2020 - Nov 5, 2020
#13	-0.18% Oct 16, 2025 - Oct 20, 2025	-0.80% Jun 29, 2026 - Jul 13, 2026
#14	-0.15% Jan 30, 2026 - Feb 5, 2026	-0.75% Oct 28, 2025 - Nov 25, 2025
#15	-0.14% Feb 17, 2026 - Feb 23, 2026	-0.73% May 15, 2024 - Jun 4, 2024