IBDZ vs SGVT
Comparison between ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ, ETF) and SCHWAB GOVERNMENT MONEY MARKET ETF (SGVT, ETF).
IBDZ vs SGVT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBDZ
$865M
SGVT
$861M
Expense Ratio
Winner
IBDZ
0.10%
SGVT
0.28%
Max Drawdown
IBDZ
7.08%
Winner
SGVT
0.33%
Sharpe Ratio
Winner
IBDZ
-0.23
SGVT
-1.03
5Y Beta
IBDZ
0.11
Winner
SGVT
-0.00
IBDZ vs SGVT - Historical Returns
Returns include dividend reinvestment.
1M
IBDZ
-0.24%
Winner
SGVT
+0.31%
3M
IBDZ
-0.12%
Winner
SGVT
+0.88%
6M
IBDZ
-1.79%
Winner
SGVT
+1.70%
1Y
IBDZ
+2.76%
Winner
SGVT
+3.64%
Max(CAGR)
Winner
IBDZ
+5.57%
SGVT
+3.72%
IBDZ vs SGVT - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IBDZ | SGVT |
|---|---|---|
| 2026 | -0.42% | +2.15% |
| 2025 | +8.70% | +2.22% |
| 2024 | +4.24% | N/A |
IBDZ vs SGVT Drawdown Comparison
The maximum drawdown for IBDZ was -5.56%, occurring on Jan 13, 2025. Recovery took 191 trading sessions.
The maximum drawdown for SGVT was -0.03%, occurring on Nov 12, 2025. Recovery took 3 trading sessions.
The current IBDZ drawdown is -2.04%.
| Rank | IBDZ | SGVT |
|---|---|---|
| #1 | -5.56% Sep 16, 2024 - Jun 23, 2025 | -0.03% Nov 11, 2025 - Nov 14, 2025 |
| #2 | -3.04% Feb 27, 2026 - Mar 27, 2026 | -0.02% Jun 18, 2026 - Jun 25, 2026 |
| #3 | -1.41% Jun 24, 2024 - Jul 5, 2024 | -0.01% Oct 10, 2025 - Oct 15, 2025 |
| #4 | -1.40% Oct 27, 2025 - Nov 25, 2025 | -0.01% Feb 11, 2026 - Feb 13, 2026 |
| #5 | -1.36% Jul 1, 2025 - Jul 29, 2025 | -0.01% Jun 12, 2026 - Jun 16, 2026 |
| #6 | -1.36% Aug 5, 2024 - Aug 14, 2024 | -0.01% Oct 24, 2025 - Oct 28, 2025 |
| #7 | -1.27% Jul 16, 2024 - Jul 31, 2024 | -0.01% May 22, 2026 - May 27, 2026 |
| #8 | -1.06% Jun 6, 2024 - Jun 13, 2024 | -0.01% Jul 8, 2025 - Jul 10, 2025 |
| #9 | -1.04% Nov 26, 2025 - Jan 14, 2026 | -0.00% Jul 7, 2026 - Jul 9, 2026 |
| #10 | -0.98% Jan 14, 2026 - Feb 6, 2026 | -0.00% Oct 17, 2025 - Oct 21, 2025 |
| #11 | -0.94% Sep 15, 2025 - Oct 15, 2025 | -0.00% May 11, 2026 - May 14, 2026 |
| #12 | -0.90% May 24, 2024 - Jun 3, 2024 | -0.00% Jan 9, 2026 - Jan 13, 2026 |
| #13 | -0.77% Aug 23, 2024 - Sep 4, 2024 | -0.00% Jul 10, 2026 - Jul 14, 2026 |
| #14 | -0.65% Aug 13, 2025 - Aug 27, 2025 | -0.00% Aug 11, 2025 - Aug 13, 2025 |
| #15 | -0.58% Aug 21, 2024 - Aug 23, 2024 | -0.00% Aug 14, 2026 - Aug 18, 2026 |
Correlation
Correlation between IBDZ and SGVT is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2024 - 2026)
IBDZ vs SGVT dividend yield comparison.
| Year | IBDZ | SGVT |
|---|---|---|
| 2026 | 2.88% | 1.94% |
| 2025 | 4.85% | 1.73% |
| 2024 | 2.50% | 0.00% |
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