IBTG vs IBDW

Comparison between ISHARES IBONDS DEC 2026 TERM TREASURY ETF (IBTG, ETF) and ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF).

5-Year PerformanceIBTG has outperformed IBDW, delivering a return of +0.9% compared to +0.4%

IBTG vs IBDW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTG(ETF)	IBDW(ETF)
Net Assets	$2.30B	$2.40B
Expense Ratio	0.07%	0.10%
Max Drawdown	15.61%	26.72%
Sharpe Ratio	0.80	0.25
5Y Beta	-0.01	0.06
5Y Dividends CAGR	39.69%	N/A

Net Assets

IBTG

$2.30B

Winner

IBDW

$2.40B

Expense Ratio

Winner

IBTG

0.07%

IBDW

0.10%

Max Drawdown

Winner

IBTG

15.61%

IBDW

26.72%

Sharpe Ratio

Winner

IBTG

0.80

IBDW

0.25

5Y Beta

Winner

IBTG

-0.01

IBDW

0.06

5Y Dividends CAGR

IBTG

39.69%

IBDW

N/A

IBTG vs IBDW - Historical Returns

Returns include dividend reinvestment.

Period	IBTG	IBDW
1 month	+0.34%	-0.37%
3 months	+0.95%	-1.00%
6 months	+1.82%	+0.16%
1 year	+4.12%	+4.89%
5 years(CAGR)	+0.85%	+0.38%
Max(CAGR)	+1.00%	+0.38%

Winner

IBTG

+0.34%

IBDW

-0.37%

Winner

IBTG

+0.95%

IBDW

-1.00%

Winner

IBTG

+1.82%

IBDW

+0.16%

IBTG

+4.12%

Winner

IBDW

+4.89%

5Y(CAGR)

Winner

IBTG

+0.85%

IBDW

+0.38%

Max(CAGR)

Winner

IBTG

+1.00%

IBDW

+0.38%

IBTG vs IBDW - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	IBTG	IBDW
2026	+1.46%	-0.22%
2025	+4.54%	+8.86%
2024	+4.15%	+3.60%
2023	+4.13%	+8.47%
2022	-7.85%	-16.41%
2021	-3.06%	+0.36%
2020	+3.99%	N/A

IBTG vs IBDW Drawdown Comparison

The maximum drawdown for IBTG was -13.62%, occurring on Oct 20, 2022. Recovery took 1351 trading sessions.

The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.

The current IBDW drawdown is -1.51%.

Rank	IBTG	IBDW
#1	-13.62% Aug 4, 2020 - Dec 18, 2025	-23.88% Aug 3, 2021 - Feb 5, 2026
#2	-2.79% Mar 9, 2020 - Mar 27, 2020	-2.42% Feb 23, 2026 - Mar 26, 2026
#3	-1.03% May 14, 2020 - Jun 26, 2020	-0.79% Jul 8, 2021 - Jul 19, 2021
#4	-0.76% Apr 3, 2020 - Apr 15, 2020	-0.59% Jul 19, 2021 - Jul 28, 2021
#5	-0.50% Apr 21, 2020 - May 7, 2020	-0.19% Jul 28, 2021 - Aug 2, 2021
#6	-0.34% May 7, 2020 - May 14, 2020	-0.19% Jun 30, 2021 - Jul 2, 2021
#7	-0.17% Jul 9, 2020 - Jul 21, 2020	-0.17% Jun 24, 2021 - Jun 28, 2021
#8	-0.15% Apr 15, 2020 - Apr 21, 2020	-0.12% Feb 10, 2026 - Feb 12, 2026
#9	-0.13% Jul 1, 2020 - Jul 9, 2020	-0.07% Feb 17, 2026 - Feb 23, 2026
#10	-0.11% Jul 24, 2020 - Jul 28, 2020	N/A
#11	-0.09% Mar 31, 2020 - Apr 3, 2020	N/A
#12	-0.04% Dec 26, 2025 - Jan 2, 2026	N/A
#13	-0.04% Feb 9, 2026 - Feb 13, 2026	N/A
#14	-0.03% Feb 27, 2026 - Mar 6, 2026	N/A
#15	-0.02% Feb 28, 2020 - Mar 3, 2020	N/A