IBDY vs BBAG
Comparison between ISHARES IBONDS DEC 2033 TERM CORPORATE ETF (IBDY, ETF) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (BBAG, ETF).
IBDY vs BBAG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBDY
$1B
Winner
BBAG
$1.10B
Expense Ratio
IBDY
0.10%
Winner
BBAG
0.03%
Max Drawdown
Winner
IBDY
8.56%
BBAG
23.99%
Sharpe Ratio
Winner
IBDY
0.73
BBAG
0.36
5Y Beta
IBDY
0.11
Winner
BBAG
0.04
5Y Dividends CAGR
IBDY
N/A
BBAG
13.34%
IBDY vs BBAG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBDY
+0.19%
BBAG
+0.02%
3M
IBDY
+0.05%
Winner
BBAG
+0.06%
6M
Winner
IBDY
+1.49%
BBAG
+0.89%
1Y
Winner
IBDY
+7.80%
BBAG
+5.56%
5Y(CAGR)
IBDY
N/A
BBAG
+0.09%
Max(CAGR)
Winner
IBDY
+6.13%
BBAG
+1.92%
IBDY vs BBAG - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IBDY | BBAG |
|---|---|---|
| 2026 | +0.60% | +0.60% |
| 2025 | +9.37% | +7.20% |
| 2024 | +2.41% | +1.62% |
| 2023 | +5.75% | +4.81% |
| 2022 | N/A | -12.62% |
| 2021 | N/A | -1.75% |
| 2020 | N/A | +6.90% |
| 2019 | N/A | +8.08% |
| 2018 | N/A | +1.00% |
IBDY vs BBAG Drawdown Comparison
The maximum drawdown for IBDY was -7.52%, occurring on Oct 19, 2023. Recovery took 97 trading sessions.
The maximum drawdown for BBAG was -18.74%, occurring on Oct 21, 2022. This drawdown has not yet recovered.
The current IBDY drawdown is -1.01%. The current BBAG drawdown is -2.52%.
| Rank | IBDY | BBAG |
|---|---|---|
| #1 | -7.52% Jul 13, 2023 - Nov 29, 2023 | -18.74% Aug 6, 2020 - Oct 21, 2022 |
| #2 | -5.08% Sep 17, 2024 - Jun 12, 2025 | -9.69% Mar 9, 2020 - Jun 10, 2020 |
| #3 | -4.51% Dec 27, 2023 - Jul 11, 2024 | -2.18% Sep 4, 2019 - Jan 22, 2020 |
| #4 | -2.84% Feb 27, 2026 - Mar 27, 2026 | -0.90% Jan 3, 2019 - Jan 31, 2019 |
| #5 | -1.87% Jun 30, 2023 - Jul 12, 2023 | -0.88% Jul 3, 2019 - Aug 1, 2019 |
| #6 | -1.35% Aug 5, 2024 - Aug 14, 2024 | -0.78% Mar 27, 2019 - May 13, 2019 |
| #7 | -1.30% Oct 27, 2025 - Nov 26, 2025 | -0.74% Jan 31, 2020 - Feb 20, 2020 |
| #8 | -1.08% Jul 2, 2025 - Jul 29, 2025 | -0.63% Aug 15, 2019 - Aug 27, 2019 |
| #9 | -0.98% Jul 16, 2024 - Jul 30, 2024 | -0.60% Feb 26, 2019 - Mar 7, 2019 |
| #10 | -0.95% Sep 15, 2025 - Oct 14, 2025 | -0.43% Jan 31, 2019 - Feb 7, 2019 |
| #11 | -0.74% Dec 29, 2025 - Feb 5, 2026 | -0.43% Dec 19, 2018 - Dec 28, 2018 |
| #12 | -0.74% Nov 26, 2025 - Dec 24, 2025 | -0.39% Feb 8, 2019 - Feb 19, 2019 |
| #13 | -0.62% Aug 13, 2025 - Aug 22, 2025 | -0.31% May 15, 2019 - May 23, 2019 |
| #14 | -0.56% Dec 6, 2023 - Dec 12, 2023 | -0.29% Jun 11, 2020 - Jun 19, 2020 |
| #15 | -0.55% Jun 12, 2025 - Jun 23, 2025 | -0.27% Jun 3, 2019 - Jun 13, 2019 |
Correlation
Correlation between IBDY and BBAG is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2018 - 2026)
IBDY vs BBAG dividend yield comparison.
| Year | IBDY | BBAG |
|---|---|---|
| 2026 | 1.61% | 1.41% |
| 2025 | 4.87% | 4.29% |
| 2024 | 5.02% | 4.25% |
| 2023 | 2.20% | 3.60% |
| 2022 | 0.00% | 2.23% |
| 2021 | 0.00% | 1.44% |
| 2020 | 0.00% | 2.26% |
| 2019 | 0.00% | 2.92% |
| 2018 | 0.00% | 0.16% |
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