StockComparison Logo
vs

IBTH vs TMF

Comparison between ISHARES IBONDS DEC 2027 TERM TREASURY ETF (IBTH, ETF) and DIREXION DAILY 20+ YEAR TREASURY BULL 3X SHARES (TMF, ETF).

5-Year PerformanceIBTH has outperformed TMF, delivering a return of +0.4% compared to -34.0%

IBTH vs TMF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBTH
$2.20B
Winner
TMF
$2.30B
Expense Ratio
IBTH
0.07%
TMF
N/A
Max Drawdown
Winner
IBTH
18.73%
TMF
94.07%
Sharpe Ratio
Winner
IBTH
-0.58
TMF
-0.74
5Y Beta
Winner
IBTH
-0.01
TMF
0.25
5Y Dividends CAGR
Winner
IBTH
35.99%
TMF
-24.03%

IBTH vs TMF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IBTH
+0.27%
TMF
-9.82%
3M
Winner
IBTH
+0.71%
TMF
-11.60%
6M
Winner
IBTH
+1.14%
TMF
-15.72%
1Y
Winner
IBTH
+3.36%
TMF
-16.59%
5Y(CAGR)
Winner
IBTH
+0.40%
TMF
-34.04%
10Y(CAGR)
IBTH
N/A
TMF
-18.24%
Max(CAGR)
Winner
IBTH
+0.70%
TMF
-6.53%

IBTH vs TMF - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearIBTHTMF
2026+1.48%-14.45%
2025+5.34%-3.69%
2024+3.47%-34.61%
2023+4.12%-17.42%
2022-9.28%-70.36%
2021-3.46%-19.51%
2020+4.20%+34.34%
2019N/A+32.62%
2018N/A-7.97%
2017N/A+21.53%
2016N/A-5.33%
2015N/A-16.30%
2014N/A+95.37%
2013N/A-36.52%
2012N/A+5.23%
2011N/A+112.97%
2010N/A+16.06%
2009N/A-39.24%

IBTH vs TMF 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 TMF was -93.10%, occurring on Jul 31, 2026. This drawdown has not yet recovered.

The current IBTH drawdown is -0.80%. The current TMF drawdown is -92.96%.

RankIBTHTMF
#1-16.17%
Aug 4, 2020 - Oct 20, 2022
-93.10%
Mar 9, 2020 - Jul 31, 2026
#2-3.13%
Mar 9, 2020 - Mar 30, 2020
-53.33%
Jul 25, 2012 - Jan 5, 2015
#3-1.43%
Apr 21, 2020 - Jul 9, 2020
-51.11%
Jul 8, 2016 - Aug 12, 2019
#4-0.88%
Apr 1, 2020 - Apr 20, 2020
-46.17%
Aug 26, 2010 - Aug 10, 2011
#5-0.23%
Jul 9, 2020 - Jul 15, 2020
-44.57%
Apr 20, 2009 - Aug 19, 2010
#6-0.19%
Mar 3, 2020 - Mar 5, 2020
-42.46%
Jan 30, 2015 - Jun 27, 2016
#7-0.15%
Jul 24, 2020 - Jul 28, 2020
-30.94%
Oct 3, 2011 - May 30, 2012
#8-0.06%
Jul 15, 2020 - Jul 21, 2020
-24.59%
Aug 28, 2019 - Feb 24, 2020
#9-0.04%
Jul 31, 2020 - Aug 4, 2020
-14.95%
Aug 10, 2011 - Aug 18, 2011
#10N/A-14.23%
Sep 22, 2011 - Oct 3, 2011
#11N/A-12.90%
Aug 19, 2011 - Sep 2, 2011
#12N/A-12.78%
Jun 1, 2012 - Jul 23, 2012
#13N/A-7.46%
Aug 15, 2019 - Aug 27, 2019
#14N/A-6.18%
Sep 12, 2011 - Sep 19, 2011
#15N/A-5.52%
Sep 6, 2011 - Sep 9, 2011

Correlation

Correlation between IBTH and TMF is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48
-101

Dividend Comparison (2009 - 2026)

IBTH vs TMF dividend yield comparison.

YearIBTHTMF
20262.17%1.87%
20253.92%4.06%
20244.04%4.29%
20233.61%2.82%
20222.00%1.62%
20210.77%0.13%
20200.50%2.24%
20190.00%0.94%
20180.00%1.49%
20170.00%0.41%
20130.00%0.57%
20120.00%0.17%
20110.00%0.70%
20100.00%5.12%
20090.00%15.58%

Select Stocks to Compare