IBGB vs USFI
Comparison between ISHARES IBONDS DEC 2045 TERM TREASURY ETF (IBGB, ETF) and BrandywineGLOBAL - U.S. Fixed Income ETF (USFI, ETF).
IBGB vs USFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBGB
$9.70M
Winner
USFI
$9.80M
Expense Ratio
Winner
IBGB
0.07%
USFI
0.39%
Max Drawdown
Winner
IBGB
8.96%
USFI
9.15%
Sharpe Ratio
IBGB
-0.28
Winner
USFI
0.05
5Y Beta
IBGB
0.09
Winner
USFI
0.00
IBGB vs USFI - Historical Returns
Returns include dividend reinvestment.
1M
IBGB
-3.52%
Winner
USFI
-0.64%
3M
IBGB
-2.50%
Winner
USFI
-0.03%
6M
IBGB
-2.61%
Winner
USFI
+0.55%
1Y
IBGB
+2.06%
Winner
USFI
+4.56%
Max(CAGR)
IBGB
+0.45%
Winner
USFI
+3.86%
IBGB vs USFI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBGB | USFI |
|---|---|---|
| 2026 | -1.98% | +0.70% |
| 2025 | +2.72% | +7.00% |
| 2024 | N/A | +1.78% |
| 2023 | N/A | +2.89% |
IBGB vs USFI Drawdown Comparison
The maximum drawdown for IBGB was -8.09%, occurring on May 21, 2025. Recovery took 130 trading sessions.
The maximum drawdown for USFI was -8.47%, occurring on Oct 19, 2023. Recovery took 95 trading sessions.
The current IBGB drawdown is -5.79%. The current USFI drawdown is -0.90%.
| Rank | IBGB | USFI |
|---|---|---|
| #1 | -8.09% Apr 4, 2025 - Oct 10, 2025 | -8.47% Jul 31, 2023 - Dec 13, 2023 |
| #2 | -6.79% Feb 27, 2026 - May 19, 2026 | -6.37% Dec 27, 2023 - Jul 31, 2024 |
| #3 | -3.45% Oct 22, 2025 - Feb 24, 2026 | -5.67% Sep 16, 2024 - Sep 4, 2025 |
| #4 | -0.29% Oct 14, 2025 - Oct 16, 2025 | -2.08% Aug 5, 2024 - Sep 4, 2024 |
| #5 | -0.24% Oct 16, 2025 - Oct 20, 2025 | -1.07% Sep 11, 2025 - Oct 16, 2025 |
| #6 | -0.17% Mar 26, 2025 - Mar 28, 2025 | -1.02% Jun 26, 2026 - Jul 23, 2026 |
| #7 | -0.10% Apr 1, 2025 - Apr 3, 2025 | -0.90% Nov 26, 2025 - Feb 13, 2026 |
| #8 | -0.04% Feb 24, 2026 - Feb 26, 2026 | -0.90% Oct 22, 2025 - Nov 25, 2025 |
| #9 | -0.00% Oct 10, 2025 - Oct 14, 2025 | -0.79% Feb 27, 2026 - May 12, 2026 |
| #10 | N/A | -0.55% May 12, 2026 - May 26, 2026 |
| #11 | N/A | -0.43% Dec 14, 2023 - Dec 20, 2023 |
| #12 | N/A | -0.42% Jun 16, 2026 - Jun 25, 2026 |
| #13 | N/A | -0.40% Sep 8, 2025 - Sep 11, 2025 |
| #14 | N/A | -0.32% Dec 20, 2023 - Dec 27, 2023 |
| #15 | N/A | -0.31% Sep 10, 2024 - Sep 16, 2024 |
Correlation
Correlation between IBGB and USFI is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2023 - 2026)
IBGB vs USFI dividend yield comparison.
| Year | IBGB | USFI |
|---|---|---|
| 2026 | 2.31% | 2.23% |
| 2025 | 3.53% | 4.42% |
| 2024 | 0.00% | 4.60% |
| 2023 | 0.00% | 1.83% |
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