IBTI vs VTWG

Comparison between ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF) and VANGUARD RUSSELL 2000 GROWTH INDEX FUND ETF SHARES (VTWG, ETF).

5-Year PerformanceVTWG has outperformed IBTI, delivering a return of +5.2% compared to -0.1%

IBTI vs VTWG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTI(ETF)	VTWG(ETF)
Net Assets	$1.80B	$1.80B
Expense Ratio	0.07%	0.06%
Max Drawdown	20.83%	42.40%
Sharpe Ratio	-0.49	1.07
5Y Beta	-0.02	1.23
P/E Ratio	N/A	156.76
Forward P/E	N/A	19.66
5Y Dividends CAGR	35.94%	16.11%
Debt to Equity	N/A	27.29%
P/S Ratio	N/A	2.43
P/B Ratio	N/A	4.65

Net Assets

IBTI

$1.80B

VTWG

$1.80B

Expense Ratio

IBTI

0.07%

Winner

VTWG

0.06%

Max Drawdown

Winner

IBTI

20.83%

VTWG

42.40%

Sharpe Ratio

IBTI

-0.49

Winner

VTWG

1.07

5Y Beta

Winner

IBTI

-0.02

VTWG

1.23

P/E Ratio

IBTI

N/A

VTWG

156.76

Forward P/E

IBTI

N/A

VTWG

19.66

5Y Dividends CAGR

Winner

IBTI

35.94%

VTWG

16.11%

Debt to Equity

IBTI

N/A

VTWG

27.29%

P/S Ratio

IBTI

N/A

VTWG

2.43

P/B Ratio

IBTI

N/A

VTWG

4.65

IBTI vs VTWG - Historical Returns

Returns include dividend reinvestment.

Period	IBTI	VTWG
1 month	+0.01%	-4.64%
3 months	+0.19%	+6.10%
6 months	+0.58%	+8.21%
1 year	+3.08%	+27.43%
5 years(CAGR)	-0.12%	+5.19%
10 years(CAGR)	N/A	+10.67%
Max(CAGR)	+0.25%	+11.73%

Winner

IBTI

+0.01%

VTWG

-4.64%

IBTI

+0.19%

Winner

VTWG

+6.10%

IBTI

+0.58%

Winner

VTWG

+8.21%

IBTI

+3.08%

Winner

VTWG

+27.43%

5Y(CAGR)

IBTI

-0.12%

Winner

VTWG

+5.19%

10Y(CAGR)

IBTI

N/A

VTWG

+10.67%

Max(CAGR)

IBTI

+0.25%

Winner

VTWG

+11.73%

IBTI vs VTWG - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IBTI	VTWG
2026	+0.53%	+14.00%
2025	+6.24%	+12.58%
2024	+2.84%	+16.28%
2023	+4.22%	+19.64%
2022	-10.75%	-27.33%
2021	-3.53%	+4.39%
2020	+3.65%	+34.55%
2019	N/A	+28.92%
2018	N/A	-10.03%
2017	N/A	+21.89%
2016	N/A	+14.43%
2015	N/A	+0.17%
2014	N/A	+7.43%
2013	N/A	+39.98%
2012	N/A	+13.18%
2011	N/A	-4.95%
2010	N/A	+21.68%

IBTI vs VTWG 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 VTWG was -42.07%, occurring on Jun 16, 2022. Recovery took 1169 trading sessions.

The current IBTI drawdown is -3.66%. The current VTWG drawdown is -5.60%.

Rank	IBTI	VTWG
#1	-18.46% Aug 4, 2020 - Oct 20, 2022	-42.07% Feb 9, 2021 - Oct 6, 2025
#2	-4.63% Mar 9, 2020 - Apr 1, 2020	-40.36% Feb 19, 2020 - Aug 7, 2020
#3	-1.69% Apr 21, 2020 - Jul 17, 2020	-29.43% Apr 29, 2011 - Sep 14, 2012
#4	-0.94% Apr 3, 2020 - Apr 15, 2020	-28.77% Jun 23, 2015 - Dec 8, 2016
#5	-0.21% Apr 16, 2020 - Apr 20, 2020	-28.53% Aug 31, 2018 - Jan 14, 2020
#6	-0.19% Jul 23, 2020 - Jul 28, 2020	-14.88% Jan 22, 2026 - Apr 17, 2026
#7	-0.12% Jul 31, 2020 - Aug 4, 2020	-14.50% Mar 4, 2014 - Dec 24, 2014
#8	-0.04% Mar 3, 2020 - Mar 5, 2020	-11.04% Sep 14, 2012 - Jan 2, 2013
#9	-0.04% Apr 1, 2020 - Apr 3, 2020	-10.08% Oct 15, 2025 - Dec 10, 2025
#10	N/A	-8.87% Jan 26, 2018 - Mar 9, 2018
#11	N/A	-7.87% Sep 2, 2020 - Oct 7, 2020
#12	N/A	-7.69% Jan 22, 2014 - Feb 24, 2014
#13	N/A	-7.51% Oct 12, 2020 - Nov 5, 2020
#14	N/A	-7.28% Mar 12, 2018 - May 16, 2018
#15	N/A	-6.12% Jul 25, 2017 - Sep 18, 2017

Correlation

Correlation between IBTI and VTWG is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.35

-101

Dividend Comparison (2010 - 2026)

IBTI vs VTWG dividend yield comparison.

Year	IBTI	VTWG
2026	1.85%	0.28%
2025	3.87%	0.64%
2024	3.92%	0.55%
2023	3.26%	0.79%
2022	1.70%	0.71%
2021	0.90%	0.54%
2020	0.56%	0.48%
2019	0.00%	0.72%
2018	0.00%	0.72%
2017	0.00%	0.64%
2016	0.00%	0.96%
2015	0.00%	0.72%
2014	0.00%	0.62%
2013	0.00%	0.56%
2012	0.00%	0.81%
2011	0.00%	0.30%
2010	0.00%	0.27%