IBTJ vs DDWM

Comparison between ISHARES IBONDS DEC 2029 TERM TREASURY ETF (IBTJ, ETF) and WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND (DDWM, ETF).

5-Year PerformanceDDWM has outperformed IBTJ, delivering a return of +12.5% compared to +0.1%

IBTJ vs DDWM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTJ(ETF)	DDWM(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.07%	0.40%
Max Drawdown	23.49%	37.15%
Sharpe Ratio	-0.04	1.47
5Y Beta	-0.02	0.62
5Y Dividends CAGR	35.65%	3.98%

Net Assets

IBTJ

$1.20B

Winner

DDWM

$1.30B

Expense Ratio

Winner

IBTJ

0.07%

DDWM

0.40%

Max Drawdown

Winner

IBTJ

23.49%

DDWM

37.15%

Sharpe Ratio

IBTJ

-0.04

Winner

DDWM

1.47

5Y Beta

Winner

IBTJ

-0.02

DDWM

0.62

5Y Dividends CAGR

Winner

IBTJ

35.65%

DDWM

3.98%

IBTJ vs DDWM - Historical Returns

Returns include dividend reinvestment.

Period	IBTJ	DDWM
1 month	+0.02%	+0.39%
3 months	-0.05%	-0.77%
6 months	+0.80%	+10.70%
1 year	+3.96%	+23.90%
5 years(CAGR)	+0.08%	+12.53%
10 years(CAGR)	N/A	+10.56%
Max(CAGR)	-0.06%	+10.72%

IBTJ

+0.02%

Winner

DDWM

+0.39%

Winner

IBTJ

-0.05%

DDWM

-0.77%

IBTJ

+0.80%

Winner

DDWM

+10.70%

IBTJ

+3.96%

Winner

DDWM

+23.90%

5Y(CAGR)

IBTJ

+0.08%

Winner

DDWM

+12.53%

10Y(CAGR)

IBTJ

N/A

DDWM

+10.56%

Max(CAGR)

IBTJ

-0.06%

Winner

DDWM

+10.72%

IBTJ vs DDWM - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IBTJ	DDWM
2026	+0.28%	+5.36%
2025	+6.89%	+30.05%
2024	+2.10%	+11.42%
2023	+3.96%	+14.49%
2022	-11.80%	-1.80%
2021	-3.59%	+14.46%
2020	+3.50%	-5.50%
2019	N/A	+20.54%
2018	N/A	-12.07%
2017	N/A	+17.12%
2016	N/A	+16.30%

IBTJ vs DDWM Drawdown Comparison

The maximum drawdown for IBTJ was -20.19%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for DDWM was -35.00%, occurring on Mar 16, 2020. Recovery took 292 trading sessions.

The current IBTJ drawdown is -5.96%. The current DDWM drawdown is -2.99%.

Rank	IBTJ	DDWM
#1	-20.19% Aug 4, 2020 - Oct 20, 2022	-35.00% Jan 17, 2020 - Mar 17, 2021
#2	-5.30% Mar 9, 2020 - Apr 3, 2020	-17.39% Jan 23, 2018 - Nov 4, 2019
#3	-2.27% Apr 21, 2020 - Jul 21, 2020	-14.82% Feb 9, 2022 - Jan 11, 2023
#4	-1.20% Apr 3, 2020 - Apr 15, 2020	-12.34% Mar 19, 2025 - Apr 24, 2025
#5	-0.25% Apr 16, 2020 - Apr 20, 2020	-10.56% Feb 25, 2026 - Mar 20, 2026
#6	-0.24% Jul 23, 2020 - Jul 28, 2020	-10.00% Apr 19, 2016 - Aug 8, 2016
#7	-0.10% Jul 31, 2020 - Aug 4, 2020	-7.55% Jul 12, 2024 - Aug 21, 2024
#8	N/A	-7.13% Jul 31, 2023 - Dec 13, 2023
#9	N/A	-6.46% Feb 1, 2023 - Apr 12, 2023
#10	N/A	-5.86% Feb 4, 2016 - Feb 17, 2016
#11	N/A	-5.81% Sep 26, 2024 - Jan 30, 2025
#12	N/A	-5.40% Sep 7, 2021 - Dec 27, 2021
#13	N/A	-4.68% May 8, 2023 - Jun 14, 2023
#14	N/A	-4.35% Oct 5, 2016 - Dec 6, 2016
#15	N/A	-4.13% Nov 12, 2025 - Dec 15, 2025

Correlation

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

-0.10

-101

Dividend Comparison (2016 - 2026)

IBTJ vs DDWM dividend yield comparison.

Year	IBTJ	DDWM
2026	1.24%	0.25%
2025	3.78%	2.47%
2024	3.95%	3.57%
2023	3.48%	4.46%
2022	1.86%	4.28%
2021	0.74%	3.73%
2020	0.61%	3.52%
2019	0.00%	3.63%
2018	0.00%	4.40%
2017	0.00%	2.65%
2016	0.00%	4.00%