IBTI vs XHLF
Comparison between ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF) and BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF, ETF).
IBTI vs XHLF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBTI
$1.80B
Winner
XHLF
$1.90B
Expense Ratio
IBTI
0.07%
Winner
XHLF
0.03%
Max Drawdown
IBTI
20.83%
Winner
XHLF
0.62%
Sharpe Ratio
IBTI
-0.54
Winner
XHLF
-0.19
5Y Beta
Winner
IBTI
-0.02
XHLF
-0.00
5Y Dividends CAGR
IBTI
35.94%
XHLF
N/A
IBTI vs XHLF - Historical Returns
Returns include dividend reinvestment.
1M
IBTI
-0.10%
Winner
XHLF
+0.22%
3M
IBTI
+0.07%
Winner
XHLF
+0.79%
6M
IBTI
+0.51%
Winner
XHLF
+1.62%
1Y
IBTI
+3.01%
Winner
XHLF
+3.76%
5Y(CAGR)
IBTI
-0.12%
XHLF
N/A
Max(CAGR)
IBTI
+0.24%
Winner
XHLF
+4.39%
IBTI vs XHLF - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBTI | XHLF |
|---|---|---|
| 2026 | +0.47% | +1.78% |
| 2025 | +6.24% | +4.21% |
| 2024 | +2.84% | +5.06% |
| 2023 | +4.22% | +4.90% |
| 2022 | -10.75% | +0.96% |
| 2021 | -3.53% | N/A |
| 2020 | +3.65% | N/A |
IBTI vs XHLF 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 XHLF was -0.11%, occurring on Oct 19, 2022. Recovery took 13 trading sessions.
The current IBTI drawdown is -3.73%.
| Rank | IBTI | XHLF |
|---|---|---|
| #1 | -18.46% Aug 4, 2020 - Oct 20, 2022 | -0.11% Oct 10, 2022 - Oct 27, 2022 |
| #2 | -4.63% Mar 9, 2020 - Apr 1, 2020 | -0.09% Mar 13, 2023 - Mar 15, 2023 |
| #3 | -1.69% Apr 21, 2020 - Jul 17, 2020 | -0.07% Mar 17, 2023 - Mar 23, 2023 |
| #4 | -0.94% Apr 3, 2020 - Apr 15, 2020 | -0.07% Mar 24, 2023 - Apr 4, 2023 |
| #5 | -0.21% Apr 16, 2020 - Apr 20, 2020 | -0.07% Dec 23, 2022 - Dec 29, 2022 |
| #6 | -0.19% Jul 23, 2020 - Jul 28, 2020 | -0.07% Oct 28, 2022 - Nov 8, 2022 |
| #7 | -0.12% Jul 31, 2020 - Aug 4, 2020 | -0.06% Apr 5, 2023 - Apr 20, 2023 |
| #8 | -0.04% Mar 3, 2020 - Mar 5, 2020 | -0.06% Mar 3, 2023 - Mar 10, 2023 |
| #9 | -0.04% Apr 1, 2020 - Apr 3, 2020 | -0.06% Feb 2, 2023 - Feb 10, 2023 |
| #10 | N/A | -0.06% Feb 1, 2024 - Feb 8, 2024 |
| #11 | N/A | -0.06% Aug 5, 2024 - Aug 12, 2024 |
| #12 | N/A | -0.06% Oct 2, 2024 - Oct 11, 2024 |
| #13 | N/A | -0.06% Mar 15, 2023 - Mar 17, 2023 |
| #14 | N/A | -0.04% Mar 1, 2024 - Mar 7, 2024 |
| #15 | N/A | -0.04% May 9, 2025 - May 16, 2025 |
Correlation
Correlation between IBTI and XHLF is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2020 - 2026)
IBTI vs XHLF dividend yield comparison.
| Year | IBTI | XHLF |
|---|---|---|
| 2026 | 1.85% | 1.82% |
| 2025 | 3.87% | 3.99% |
| 2024 | 3.92% | 4.96% |
| 2023 | 3.26% | 4.50% |
| 2022 | 1.70% | 0.86% |
| 2021 | 0.90% | 0.00% |
| 2020 | 0.56% | 0.00% |
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