IBGK vs XLFI
Comparison between ISHARES IBONDS DEC 2054 TERM TREASURY ETF (IBGK, ETF) and STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLFI, ETF).
IBGK vs XLFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBGK vs XLFI - Historical Returns
Returns include dividend reinvestment.
IBGK vs XLFI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IBGK | XLFI |
|---|---|---|
| 2026 | -1.63% | +2.19% |
| 2025 | +3.76% | +5.62% |
| 2024 | -2.74% | N/A |
IBGK vs XLFI Drawdown Comparison
The maximum drawdown for IBGK was -14.62%, occurring on May 21, 2025. This drawdown has not yet recovered.
The maximum drawdown for XLFI was -11.90%, occurring on Mar 27, 2026. Recovery took 124 trading sessions.
The current IBGK drawdown is -10.54%. The current XLFI drawdown is -0.52%.
| Rank | IBGK | XLFI |
|---|---|---|
| #1 | -14.62% Sep 16, 2024 - May 21, 2025 | -11.90% Jan 6, 2026 - Jul 7, 2026 |
| #2 | -4.61% Jun 14, 2024 - Jul 31, 2024 | -4.08% Nov 12, 2025 - Dec 11, 2025 |
| #3 | -3.60% Aug 5, 2024 - Aug 21, 2024 | -3.26% Sep 29, 2025 - Nov 11, 2025 |
| #4 | -2.23% Aug 21, 2024 - Sep 4, 2024 | -2.21% Jul 30, 2025 - Aug 13, 2025 |
| #5 | -0.53% Sep 10, 2024 - Sep 16, 2024 | -1.33% Jul 7, 2026 - Jul 13, 2026 |
| #6 | -0.07% Sep 5, 2024 - Sep 9, 2024 | -0.96% Dec 26, 2025 - Jan 5, 2026 |
| #7 | N/A | -0.91% Sep 4, 2025 - Sep 11, 2025 |
| #8 | N/A | -0.81% Sep 19, 2025 - Sep 29, 2025 |
| #9 | N/A | -0.73% Jul 16, 2026 - Jul 20, 2026 |
| #10 | N/A | -0.71% Aug 14, 2025 - Aug 20, 2025 |
| #11 | N/A | -0.38% Aug 29, 2025 - Sep 4, 2025 |
| #12 | N/A | -0.32% Aug 20, 2025 - Aug 22, 2025 |
| #13 | N/A | -0.27% Sep 11, 2025 - Sep 17, 2025 |
| #14 | N/A | -0.22% Aug 22, 2025 - Aug 26, 2025 |
| #15 | N/A | -0.15% Dec 16, 2025 - Dec 19, 2025 |
Correlation
Correlation between IBGK and XLFI is -0.11 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2024 - 2026)
IBGK vs XLFI dividend yield comparison.
| Year | IBGK | XLFI |
|---|---|---|
| 2026 | 2.34% | 5.61% |
| 2025 | 4.59% | 5.57% |
| 2024 | 3.15% | 0.00% |
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