IBDZ vs REZ
Comparison between ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ, ETF) and ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF).
IBDZ vs REZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBDZ
$845M
REZ
$843M
Expense Ratio
Winner
IBDZ
0.10%
REZ
0.48%
Max Drawdown
Winner
IBDZ
7.08%
REZ
70.29%
Sharpe Ratio
IBDZ
0.39
Winner
REZ
0.63
5Y Beta
Winner
IBDZ
0.10
REZ
0.39
P/E Ratio
IBDZ
N/A
REZ
40.07
Forward P/E
IBDZ
N/A
REZ
41.69
5Y Dividends CAGR
IBDZ
N/A
REZ
0.88%
5Y EPS CAGR
IBDZ
N/A
REZ
6.24%
Debt to Equity
IBDZ
N/A
REZ
50.53%
P/S Ratio
IBDZ
N/A
REZ
7.96
P/B Ratio
IBDZ
N/A
REZ
2.60
IBDZ vs REZ - Historical Returns
Returns include dividend reinvestment.
1M
IBDZ
-0.29%
Winner
REZ
+1.02%
3M
IBDZ
-1.05%
Winner
REZ
+2.07%
6M
IBDZ
+0.09%
Winner
REZ
+7.29%
1Y
IBDZ
+5.86%
Winner
REZ
+12.69%
5Y(CAGR)
IBDZ
N/A
REZ
+4.56%
10Y(CAGR)
IBDZ
N/A
REZ
+6.84%
Max(CAGR)
IBDZ
+6.36%
Winner
REZ
+7.07%
IBDZ vs REZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IBDZ | REZ |
|---|---|---|
| 2026 | -0.05% | +9.80% |
| 2025 | +8.70% | +5.92% |
| 2024 | +4.24% | +11.32% |
| 2023 | N/A | +11.47% |
| 2022 | N/A | -27.56% |
| 2021 | N/A | +53.51% |
| 2020 | N/A | -5.33% |
| 2019 | N/A | +28.23% |
| 2018 | N/A | +4.66% |
| 2017 | N/A | +4.47% |
| 2016 | N/A | +4.24% |
| 2015 | N/A | +9.49% |
| 2014 | N/A | +35.31% |
| 2013 | N/A | -4.39% |
| 2012 | N/A | +12.79% |
| 2011 | N/A | +14.21% |
| 2010 | N/A | +33.25% |
| 2009 | N/A | +25.83% |
| 2008 | N/A | -23.84% |
| 2007 | N/A | -18.32% |
IBDZ vs REZ Drawdown Comparison
The maximum drawdown for IBDZ was -5.56%, occurring on Jan 13, 2025. Recovery took 191 trading sessions.
The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.
The current IBDZ drawdown is -1.68%. The current REZ drawdown is -1.54%.
| Rank | IBDZ | REZ |
|---|---|---|
| #1 | -5.56% Sep 16, 2024 - Jun 23, 2025 | -66.88% May 30, 2007 - Apr 28, 2011 |
| #2 | -3.04% Feb 27, 2026 - Mar 27, 2026 | -44.15% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -1.41% Jun 24, 2024 - Jul 5, 2024 | -35.03% Apr 20, 2022 - Feb 13, 2026 |
| #4 | -1.40% Oct 27, 2025 - Nov 25, 2025 | -20.19% Jul 22, 2011 - Jan 25, 2012 |
| #5 | -1.36% Jul 1, 2025 - Jul 29, 2025 | -20.10% May 21, 2013 - Aug 18, 2014 |
| #6 | -1.36% Aug 5, 2024 - Aug 14, 2024 | -17.68% Jun 26, 2017 - Aug 15, 2018 |
| #7 | -1.27% Jul 16, 2024 - Jul 31, 2024 | -15.17% Jul 22, 2016 - Jun 16, 2017 |
| #8 | -1.06% Jun 6, 2024 - Jun 13, 2024 | -13.44% Jan 27, 2015 - Dec 28, 2015 |
| #9 | -1.04% Nov 26, 2025 - Jan 14, 2026 | -12.69% Jan 5, 2016 - Mar 14, 2016 |
| #10 | -0.98% Jan 14, 2026 - Feb 6, 2026 | -10.79% Dec 6, 2018 - Jan 29, 2019 |
| #11 | -0.94% Sep 15, 2025 - Oct 15, 2025 | -10.37% Dec 31, 2021 - Mar 29, 2022 |
| #12 | -0.90% May 24, 2024 - Jun 3, 2024 | -10.00% Oct 21, 2019 - Feb 14, 2020 |
| #13 | -0.77% Aug 23, 2024 - Sep 4, 2024 | -8.76% Feb 17, 2026 - Apr 30, 2026 |
| #14 | -0.65% Aug 13, 2025 - Aug 27, 2025 | -8.22% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -0.58% Aug 21, 2024 - Aug 23, 2024 | -7.79% Aug 17, 2018 - Nov 16, 2018 |
Correlation
Correlation between IBDZ and REZ is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2007 - 2026)
IBDZ vs REZ dividend yield comparison.
| Year | IBDZ | REZ |
|---|---|---|
| 2026 | 2.01% | 0.00% |
| 2025 | 4.85% | 2.74% |
| 2024 | 2.50% | 2.26% |
| 2023 | 0.00% | 2.94% |
| 2022 | 0.00% | 3.37% |
| 2021 | 0.00% | 1.81% |
| 2020 | 0.00% | 3.17% |
| 2019 | 0.00% | 2.90% |
| 2018 | 0.00% | 3.63% |
| 2017 | 0.00% | 3.57% |
| 2016 | 0.00% | 5.55% |
| 2015 | 0.00% | 3.18% |
| 2014 | 0.00% | 3.13% |
| 2013 | 0.00% | 3.92% |
| 2012 | 0.00% | 3.09% |
| 2011 | 0.00% | 3.12% |
| 2010 | 0.00% | 3.03% |
| 2009 | 0.00% | 3.83% |
| 2008 | 0.00% | 8.89% |
| 2007 | 0.00% | 4.58% |
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