IBTH vs TAGG
Comparison between ISHARES IBONDS DEC 2027 TERM TREASURY ETF (IBTH, ETF) and T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF).
5-Year PerformanceIBTH has outperformed TAGG, delivering a return of +0.4% compared to +0.2%
IBTH vs TAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBTH vs TAGG - Historical Returns
Returns include dividend reinvestment.
IBTH vs TAGG - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBTH | TAGG |
|---|---|---|
| 2026 | +1.48% | -0.11% |
| 2025 | +5.34% | +7.35% |
| 2024 | +3.47% | +2.10% |
| 2023 | +4.12% | +5.30% |
| 2022 | -9.28% | -12.04% |
| 2021 | -3.46% | +0.01% |
| 2020 | +4.20% | N/A |
IBTH vs TAGG Drawdown Comparison
The maximum drawdown for IBTH was -16.17%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.
The current IBTH drawdown is -0.80%. The current TAGG drawdown is -2.29%.
| Rank | IBTH | TAGG |
|---|---|---|
| #1 | -16.17% Aug 4, 2020 - Oct 20, 2022 | -17.27% Nov 9, 2021 - Oct 16, 2025 |
| #2 | -3.13% Mar 9, 2020 - Mar 30, 2020 | -3.19% Feb 27, 2026 - May 19, 2026 |
| #3 | -1.43% Apr 21, 2020 - Jul 9, 2020 | -1.08% Oct 27, 2025 - Nov 26, 2025 |
| #4 | -0.88% Apr 1, 2020 - Apr 20, 2020 | -1.01% Oct 1, 2021 - Nov 5, 2021 |
| #5 | -0.23% Jul 9, 2020 - Jul 15, 2020 | -0.88% Nov 26, 2025 - Jan 14, 2026 |
| #6 | -0.19% Mar 3, 2020 - Mar 5, 2020 | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #7 | -0.15% Jul 24, 2020 - Jul 28, 2020 | -0.21% Nov 5, 2021 - Nov 9, 2021 |
| #8 | -0.06% Jul 15, 2020 - Jul 21, 2020 | -0.19% Oct 22, 2025 - Oct 27, 2025 |
| #9 | -0.04% Jul 31, 2020 - Aug 4, 2020 | -0.17% Feb 10, 2026 - Feb 12, 2026 |
| #10 | N/A | -0.15% Feb 17, 2026 - Feb 23, 2026 |
| #11 | N/A | -0.14% Feb 6, 2026 - Feb 10, 2026 |
| #12 | N/A | -0.07% Feb 23, 2026 - Feb 26, 2026 |
| #13 | N/A | -0.07% Oct 16, 2025 - Oct 20, 2025 |
Correlation
Correlation between IBTH and TAGG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2020 - 2026)
IBTH vs TAGG dividend yield comparison.
| Year | IBTH | TAGG |
|---|---|---|
| 2026 | 2.17% | 2.59% |
| 2025 | 3.92% | 4.36% |
| 2024 | 4.04% | 4.36% |
| 2023 | 3.61% | 3.48% |
| 2022 | 2.00% | 3.67% |
| 2021 | 0.77% | 0.33% |
| 2020 | 0.50% | 0.00% |
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