IBTI vs IYJ

Comparison between ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF) and ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF).

5-Year PerformanceIYJ has outperformed IBTI, delivering a return of +8.6% compared to +0.1%

IBTI vs IYJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTI(ETF)	IYJ(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.07%	0.38%
Max Drawdown	20.83%	62.80%
Sharpe Ratio	-0.75	0.60
5Y Beta	-0.02	0.92
P/E Ratio	N/A	32.00
Forward P/E	N/A	24.30
PEG Ratio	N/A	0.52
5Y Dividends CAGR	32.76%	5.34%
5Y EPS CAGR	N/A	13.40%
Debt to Equity	N/A	140.87%
P/S Ratio	N/A	3.32
P/B Ratio	N/A	6.27

Net Assets

IBTI

$1.90B

IYJ

$1.90B

Expense Ratio

Winner

IBTI

0.07%

IYJ

0.38%

Max Drawdown

Winner

IBTI

20.83%

IYJ

62.80%

Sharpe Ratio

IBTI

-0.75

Winner

IYJ

0.60

5Y Beta

Winner

IBTI

-0.02

IYJ

0.92

P/E Ratio

IBTI

N/A

IYJ

32.00

Forward P/E

IBTI

N/A

IYJ

24.30

PEG Ratio

IBTI

N/A

IYJ

0.52

5Y Dividends CAGR

Winner

IBTI

32.76%

IYJ

5.34%

5Y EPS CAGR

IBTI

N/A

IYJ

13.40%

Debt to Equity

IBTI

N/A

IYJ

140.87%

P/S Ratio

IBTI

N/A

IYJ

3.32

P/B Ratio

IBTI

N/A

IYJ

6.27

IBTI vs IYJ - Historical Returns

Returns include dividend reinvestment.

Period	IBTI	IYJ
1 month	+0.61%	-0.19%
3 months	+0.83%	+3.96%
6 months	+0.45%	+3.09%
1 year	+2.76%	+13.79%
5 years(CAGR)	+0.12%	+8.55%
10 years(CAGR)	N/A	+12.97%
Max(CAGR)	+0.32%	+9.13%

Winner

IBTI

+0.61%

IYJ

-0.19%

IBTI

+0.83%

Winner

IYJ

+3.96%

IBTI

+0.45%

Winner

IYJ

+3.09%

IBTI

+2.76%

Winner

IYJ

+13.79%

5Y(CAGR)

IBTI

+0.12%

Winner

IYJ

+8.55%

10Y(CAGR)

IBTI

N/A

IYJ

+12.97%

Max(CAGR)

IBTI

+0.32%

Winner

IYJ

+9.13%

IBTI vs IYJ - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IBTI	IYJ
2026	+1.03%	+9.72%
2025	+6.24%	+12.53%
2024	+2.84%	+18.77%
2023	+4.22%	+19.58%
2022	-10.75%	-13.50%
2021	-3.53%	+19.46%
2020	+3.65%	+17.05%
2019	N/A	+33.83%
2018	N/A	-11.11%
2017	N/A	+24.79%
2016	N/A	+22.57%
2015	N/A	-0.32%
2014	N/A	+9.85%
2013	N/A	+38.45%
2012	N/A	+17.28%
2011	N/A	-0.58%
2010	N/A	+25.48%
2009	N/A	+24.03%
2008	N/A	-37.58%
2007	N/A	+14.10%
2006	N/A	+13.52%
2005	N/A	+6.41%
2004	N/A	+17.61%
2003	N/A	+29.55%
2002	N/A	-24.28%
2001	N/A	-4.21%
2000	N/A	-6.08%

IBTI vs IYJ 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 IYJ was -61.12%, occurring on Mar 9, 2009. Recovery took 835 trading sessions.

The current IBTI drawdown is -3.18%. The current IYJ drawdown is -3.34%.

Rank	IBTI	IYJ
#1	-18.46% Aug 4, 2020 - Oct 20, 2022	-61.12% Oct 9, 2007 - Feb 1, 2011
#2	-4.63% Mar 9, 2020 - Apr 1, 2020	-48.70% Sep 1, 2000 - Dec 1, 2005
#3	-1.69% Apr 21, 2020 - Jul 17, 2020	-40.20% Feb 12, 2020 - Sep 2, 2020
#4	-0.94% Apr 3, 2020 - Apr 15, 2020	-26.24% Sep 2, 2021 - Dec 14, 2023
#5	-0.21% Apr 16, 2020 - Apr 20, 2020	-26.11% Apr 29, 2011 - Mar 13, 2012
#6	-0.19% Jul 23, 2020 - Jul 28, 2020	-23.50% Sep 21, 2018 - Apr 5, 2019
#7	-0.12% Jul 31, 2020 - Aug 4, 2020	-19.67% Nov 29, 2024 - Jul 1, 2025
#8	-0.04% Mar 3, 2020 - Mar 5, 2020	-14.15% May 21, 2015 - Mar 30, 2016
#9	-0.04% Apr 1, 2020 - Apr 3, 2020	-13.10% May 9, 2006 - Dec 18, 2006
#10	N/A	-11.67% Mar 19, 2012 - Sep 13, 2012
#11	N/A	-11.39% Mar 2, 2026 - Jun 16, 2026
#12	N/A	-10.78% Jan 26, 2018 - Sep 12, 2018
#13	N/A	-10.40% Jul 19, 2007 - Oct 5, 2007
#14	N/A	-9.96% Jun 9, 2014 - Oct 31, 2014
#15	N/A	-8.24% Jul 20, 2000 - Aug 21, 2000

Correlation

Correlation between IBTI and IYJ is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

0.10

-101

Dividend Comparison (2000 - 2026)

IBTI vs IYJ dividend yield comparison.

Year	IBTI	IYJ
2026	2.16%	0.30%
2025	3.87%	0.83%
2024	3.92%	0.88%
2023	3.26%	1.05%
2022	1.70%	1.05%
2021	0.90%	0.76%
2020	0.56%	1.74%
2019	0.00%	2.63%
2018	0.00%	2.86%
2017	0.00%	2.58%
2016	0.00%	2.77%
2015	0.00%	3.05%
2014	0.00%	2.92%
2013	0.00%	2.29%
2012	0.00%	3.32%
2011	0.00%	3.09%
2010	0.00%	3.11%
2009	0.00%	3.44%
2008	0.00%	4.63%
2007	0.00%	2.41%
2006	0.00%	2.14%
2005	0.00%	2.19%
2004	0.00%	1.64%
2003	0.00%	1.60%
2002	0.00%	1.92%
2001	0.00%	1.19%
2000	0.00%	1.00%