IBTI vs BDVL
Comparison between ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF) and iShares Disciplined Volatility Equity Active ETF (BDVL, ETF).
IBTI vs BDVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBTI
$1.70B
BDVL
$1.70B
Expense Ratio
Winner
IBTI
0.07%
BDVL
0.40%
Max Drawdown
IBTI
20.83%
Winner
BDVL
7.71%
Sharpe Ratio
IBTI
-0.21
Winner
BDVL
0.59
5Y Beta
Winner
IBTI
-0.02
BDVL
0.62
5Y Dividends CAGR
IBTI
36.89%
BDVL
N/A
IBTI vs BDVL - Historical Returns
Returns include dividend reinvestment.
1M
IBTI
+0.09%
Winner
BDVL
+0.42%
3M
IBTI
-0.15%
Winner
BDVL
+3.76%
6M
IBTI
+0.36%
Winner
BDVL
+5.90%
1Y
IBTI
+3.26%
BDVL
N/A
5Y(CAGR)
IBTI
+0.20%
BDVL
N/A
Max(CAGR)
IBTI
+0.19%
Winner
BDVL
+9.42%
IBTI vs BDVL - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBTI | BDVL |
|---|---|---|
| 2026 | +0.18% | +5.05% |
| 2025 | +6.24% | +1.98% |
| 2024 | +2.84% | N/A |
| 2023 | +4.22% | N/A |
| 2022 | -10.75% | N/A |
| 2021 | -3.53% | N/A |
| 2020 | +3.65% | N/A |
IBTI vs BDVL Drawdown Comparison
The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for BDVL was -7.71%, occurring on Mar 27, 2026. Recovery took 47 trading sessions.
The current IBTI drawdown is -4.00%. The current BDVL drawdown is -1.21%.
| Rank | IBTI | BDVL |
|---|---|---|
| #1 | -18.46% Aug 4, 2020 - Oct 20, 2022 | -7.71% Feb 27, 2026 - May 6, 2026 |
| #2 | -4.63% Mar 9, 2020 - Apr 1, 2020 | -3.36% Nov 12, 2025 - Dec 5, 2025 |
| #3 | -1.69% Apr 21, 2020 - Jul 17, 2020 | -2.31% May 26, 2026 - Jun 15, 2026 |
| #4 | -0.94% Apr 3, 2020 - Apr 15, 2020 | -1.99% Sep 17, 2025 - Oct 20, 2025 |
| #5 | -0.21% Apr 16, 2020 - Apr 20, 2020 | -1.51% May 6, 2026 - May 26, 2026 |
| #6 | -0.19% Jul 23, 2020 - Jul 28, 2020 | -1.48% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -0.12% Jul 31, 2020 - Aug 4, 2020 | -1.43% Oct 27, 2025 - Nov 11, 2025 |
| #8 | -0.04% Mar 3, 2020 - Mar 5, 2020 | -1.21% Jun 15, 2026 - Jun 17, 2026 |
| #9 | -0.04% Apr 1, 2020 - Apr 3, 2020 | -1.05% Jan 27, 2026 - Feb 9, 2026 |
| #10 | N/A | -0.87% Dec 11, 2025 - Dec 22, 2025 |
| #11 | N/A | -0.75% Dec 26, 2025 - Jan 6, 2026 |
| #12 | N/A | -0.69% Dec 5, 2025 - Dec 11, 2025 |
| #13 | N/A | -0.64% Feb 11, 2026 - Feb 20, 2026 |
| #14 | N/A | -0.64% Oct 20, 2025 - Oct 27, 2025 |
| #15 | N/A | -0.61% Feb 20, 2026 - Feb 24, 2026 |
Correlation
Correlation between IBTI and BDVL is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2020 - 2026)
IBTI vs BDVL dividend yield comparison.
| Year | IBTI | BDVL |
|---|---|---|
| 2026 | 1.54% | 0.87% |
| 2025 | 3.87% | 2.79% |
| 2024 | 3.92% | 0.00% |
| 2023 | 3.26% | 0.00% |
| 2022 | 1.70% | 0.00% |
| 2021 | 0.90% | 0.00% |
| 2020 | 0.56% | 0.00% |
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