IBDZ vs GWX

Comparison between ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ, ETF) and STATE STREET(R) SPDR(R) S&P(R) INTERNATIONAL SMALL CAP ETF (GWX, ETF).

IBDZ vs GWX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDZ(ETF)	GWX(ETF)
Net Assets	$865M	$866M
Expense Ratio	0.10%	0.40%
Max Drawdown	7.08%	64.84%
Sharpe Ratio	-0.23	1.08
5Y Beta	0.11	0.70
5Y Dividends CAGR	N/A	11.24%

Net Assets

IBDZ

$865M

Winner

GWX

$866M

Expense Ratio

Winner

IBDZ

0.10%

GWX

0.40%

Max Drawdown

Winner

IBDZ

7.08%

GWX

64.84%

Sharpe Ratio

IBDZ

-0.23

Winner

GWX

1.08

5Y Beta

Winner

IBDZ

0.11

GWX

0.70

5Y Dividends CAGR

IBDZ

N/A

GWX

11.24%

IBDZ vs GWX - Historical Returns

Returns include dividend reinvestment.

Period	IBDZ	GWX
1 month	-0.24%	+6.66%
3 months	-0.12%	+1.92%
6 months	-1.79%	+2.07%
1 year	+2.76%	+23.50%
5 years(CAGR)	N/A	+7.08%
10 years(CAGR)	N/A	+7.56%
Max(CAGR)	+5.57%	+4.84%

IBDZ

-0.24%

Winner

GWX

+6.66%

IBDZ

-0.12%

Winner

GWX

+1.92%

IBDZ

-1.79%

Winner

GWX

+2.07%

IBDZ

+2.76%

Winner

GWX

+23.50%

5Y(CAGR)

IBDZ

N/A

GWX

+7.08%

10Y(CAGR)

IBDZ

N/A

GWX

+7.56%

Max(CAGR)

Winner

IBDZ

+5.57%

GWX

+4.84%

IBDZ vs GWX - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	IBDZ	GWX
2026	-0.42%	+13.36%
2025	+8.70%	+35.62%
2024	+4.24%	+1.47%
2023	N/A	+10.99%
2022	N/A	-20.31%
2021	N/A	+10.03%
2020	N/A	+12.62%
2019	N/A	+17.92%
2018	N/A	-19.91%
2017	N/A	+27.90%
2016	N/A	+8.22%
2015	N/A	+5.86%
2014	N/A	-6.48%
2013	N/A	+19.64%
2012	N/A	+13.12%
2011	N/A	-16.33%
2010	N/A	+21.76%
2009	N/A	+35.68%
2008	N/A	-44.34%
2007	N/A	-1.74%

IBDZ vs GWX Drawdown Comparison

The maximum drawdown for IBDZ was -5.56%, occurring on Jan 13, 2025. Recovery took 191 trading sessions.

The maximum drawdown for GWX was -63.21%, occurring on Mar 9, 2009. Recovery took 1504 trading sessions.

The current IBDZ drawdown is -2.04%. The current GWX drawdown is -0.72%.

Rank	IBDZ	GWX
#1	-5.56% Sep 16, 2024 - Jun 23, 2025	-63.21% Oct 31, 2007 - Oct 22, 2013
#2	-3.04% Feb 27, 2026 - Mar 27, 2026	-45.26% Jan 26, 2018 - Dec 17, 2020
#3	-1.41% Jun 24, 2024 - Jul 5, 2024	-34.58% Sep 3, 2021 - Jun 12, 2025
#4	-1.40% Oct 27, 2025 - Nov 25, 2025	-19.35% Jul 3, 2014 - Aug 10, 2016
#5	-1.36% Jul 1, 2025 - Jul 29, 2025	-13.12% Jul 12, 2007 - Oct 29, 2007
#6	-1.36% Aug 5, 2024 - Aug 14, 2024	-11.91% Feb 27, 2026 - May 6, 2026
#7	-1.27% Jul 16, 2024 - Jul 31, 2024	-9.26% May 11, 2026 - Aug 14, 2026
#8	-1.06% Jun 6, 2024 - Jun 13, 2024	-6.36% Oct 27, 2025 - Dec 10, 2025
#9	-1.04% Nov 26, 2025 - Jan 14, 2026	-6.21% Jan 22, 2014 - Feb 28, 2014
#10	-0.98% Jan 14, 2026 - Feb 6, 2026	-6.15% Sep 28, 2016 - Jan 25, 2017
#11	-0.94% Sep 15, 2025 - Oct 15, 2025	-5.60% Jun 7, 2021 - Sep 1, 2021
#12	-0.90% May 24, 2024 - Jun 3, 2024	-4.19% May 7, 2021 - Jun 1, 2021
#13	-0.77% Aug 23, 2024 - Sep 4, 2024	-4.06% Mar 6, 2014 - Jun 5, 2014
#14	-0.65% Aug 13, 2025 - Aug 27, 2025	-3.96% Jan 21, 2021 - Feb 5, 2021
#15	-0.58% Aug 21, 2024 - Aug 23, 2024	-3.87% Oct 22, 2013 - Dec 30, 2013

Correlation

Correlation between IBDZ and GWX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2007 - 2026)

IBDZ vs GWX dividend yield comparison.

Year	IBDZ	GWX
2026	2.88%	1.14%
2025	4.85%	2.83%
2024	2.50%	2.71%
2023	0.00%	2.64%
2022	0.00%	2.71%
2021	0.00%	2.75%
2020	0.00%	1.74%
2019	0.00%	3.41%
2018	0.00%	2.94%
2017	0.00%	5.18%
2016	0.00%	4.21%
2015	0.00%	2.67%
2014	0.00%	13.53%
2013	0.00%	3.06%
2012	0.00%	2.68%
2011	0.00%	3.25%
2010	0.00%	2.36%
2009	0.00%	1.49%
2008	0.00%	1.92%
2007	0.00%	2.38%