IBDZ vs XTL

Comparison between ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ, ETF) and STATE STREET(R) SPDR(R) S&P(R) TELECOM ETF (XTL, ETF).

IBDZ vs XTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDZ(ETF)	XTL(ETF)
Net Assets	$890M	$889M
Expense Ratio	0.10%	0.35%
Max Drawdown	7.08%	38.49%
Sharpe Ratio	0.50	2.62
5Y Beta	0.10	1.23
P/E Ratio	N/A	-1178.32
Forward P/E	N/A	21.54
PEG Ratio	N/A	-0.02
5Y Dividends CAGR	N/A	18.99%
5Y EPS CAGR	N/A	7.64%
Debt to Equity	N/A	145.90%
P/S Ratio	N/A	2.37
P/B Ratio	N/A	3.65

Net Assets

Winner

IBDZ

$890M

XTL

$889M

Expense Ratio

Winner

IBDZ

0.10%

XTL

0.35%

Max Drawdown

Winner

IBDZ

7.08%

XTL

38.49%

Sharpe Ratio

IBDZ

0.50

Winner

XTL

2.62

5Y Beta

Winner

IBDZ

0.10

XTL

1.23

P/E Ratio

IBDZ

N/A

XTL

-1178.32

Forward P/E

IBDZ

N/A

XTL

21.54

PEG Ratio

IBDZ

N/A

XTL

-0.02

5Y Dividends CAGR

IBDZ

N/A

XTL

18.99%

5Y EPS CAGR

IBDZ

N/A

XTL

7.64%

Debt to Equity

IBDZ

N/A

XTL

145.90%

P/S Ratio

IBDZ

N/A

XTL

2.37

P/B Ratio

IBDZ

N/A

XTL

3.65

IBDZ vs XTL - Historical Returns

Returns include dividend reinvestment.

Period	IBDZ	XTL
1 month	+1.07%	+2.37%
3 months	+0.98%	+24.31%
6 months	+1.06%	+55.40%
1 year	+6.29%	+116.13%
5 years(CAGR)	N/A	+19.01%
10 years(CAGR)	N/A	+16.17%
Max(CAGR)	+6.59%	+11.65%

IBDZ

+1.07%

Winner

XTL

+2.37%

IBDZ

+0.98%

Winner

XTL

+24.31%

IBDZ

+1.06%

Winner

XTL

+55.40%

IBDZ

+6.29%

Winner

XTL

+116.13%

5Y(CAGR)

IBDZ

N/A

XTL

+19.01%

10Y(CAGR)

IBDZ

N/A

XTL

+16.17%

Max(CAGR)

IBDZ

+6.59%

Winner

XTL

+11.65%

IBDZ vs XTL - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	IBDZ	XTL
2026	+0.57%	+48.31%
2025	+8.70%	+44.22%
2024	+4.24%	+35.20%
2023	N/A	-1.97%
2022	N/A	-19.65%
2021	N/A	+22.57%
2020	N/A	+21.82%
2019	N/A	+11.32%
2018	N/A	-7.76%
2017	N/A	-0.84%
2016	N/A	+27.75%
2015	N/A	-1.44%
2014	N/A	+6.09%
2013	N/A	+19.36%
2012	N/A	+8.50%
2011	N/A	-17.98%

IBDZ vs XTL Drawdown Comparison

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

The maximum drawdown for XTL was -37.00%, occurring on Oct 27, 2023. Recovery took 830 trading sessions.

The current IBDZ drawdown is -1.07%. The current XTL drawdown is -6.61%.

Rank	IBDZ	XTL
#1	-5.56% Sep 16, 2024 - Jun 23, 2025	-37.00% Jun 25, 2021 - Oct 14, 2024
#2	-3.04% Feb 27, 2026 - Mar 27, 2026	-32.28% Feb 14, 2011 - Sep 18, 2013
#3	-1.41% Jun 24, 2024 - Jul 5, 2024	-31.56% Aug 29, 2018 - Jul 29, 2020
#4	-1.40% Oct 27, 2025 - Nov 25, 2025	-22.79% Feb 10, 2025 - Jun 24, 2025
#5	-1.36% Jul 1, 2025 - Jul 29, 2025	-21.87% Jun 18, 2015 - Jul 11, 2016
#6	-1.36% Aug 5, 2024 - Aug 14, 2024	-15.25% Aug 7, 2020 - Nov 23, 2020
#7	-1.27% Jul 16, 2024 - Jul 31, 2024	-14.70% Oct 31, 2025 - Dec 10, 2025
#8	-1.06% Jun 6, 2024 - Jun 13, 2024	-14.67% Sep 11, 2014 - Dec 22, 2014
#9	-1.04% Nov 26, 2025 - Jan 14, 2026	-10.98% Jun 6, 2017 - Mar 9, 2018
#10	-0.98% Jan 14, 2026 - Feb 6, 2026	-10.81% Jun 2, 2026 - Jun 10, 2026
#11	-0.94% Sep 15, 2025 - Oct 15, 2025	-10.03% Feb 12, 2021 - May 27, 2021
#12	-0.90% May 24, 2024 - Jun 3, 2024	-9.94% Dec 11, 2025 - Jan 6, 2026
#13	-0.77% Aug 23, 2024 - Sep 4, 2024	-8.67% Mar 12, 2018 - Jun 14, 2018
#14	-0.65% Aug 13, 2025 - Aug 27, 2025	-8.07% Apr 2, 2014 - Sep 11, 2014
#15	-0.58% Aug 21, 2024 - Aug 23, 2024	-8.05% Mar 25, 2026 - Apr 2, 2026

Correlation

Correlation between IBDZ and XTL is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2011 - 2026)

IBDZ vs XTL dividend yield comparison.

Year	IBDZ	XTL
2026	2.00%	0.28%
2025	4.85%	1.05%
2024	2.50%	0.62%
2023	0.00%	0.80%
2022	0.00%	0.74%
2021	0.00%	1.25%
2020	0.00%	0.88%
2019	0.00%	0.92%
2018	0.00%	1.90%
2017	0.00%	2.08%
2016	0.00%	1.11%
2015	0.00%	1.38%
2014	0.00%	1.03%
2013	0.00%	0.45%
2012	0.00%	3.16%
2011	0.00%	0.80%