IBTJ vs EXI

Comparison between ISHARES IBONDS DEC 2029 TERM TREASURY ETF (IBTJ, ETF) and ISHARES GLOBAL INDUSTRIALS ETF (EXI, ETF).

5-Year PerformanceEXI has outperformed IBTJ, delivering a return of +11.6% compared to +0.1%

IBTJ vs EXI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTJ(ETF)	EXI(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.07%	0.39%
Max Drawdown	23.49%	63.88%
Sharpe Ratio	-0.04	1.59
5Y Beta	-0.02	0.87
5Y Dividends CAGR	35.65%	11.06%

Net Assets

IBTJ

$1.20B

EXI

$1.20B

Expense Ratio

Winner

IBTJ

0.07%

EXI

0.39%

Max Drawdown

Winner

IBTJ

23.49%

EXI

63.88%

Sharpe Ratio

IBTJ

-0.04

Winner

EXI

1.59

5Y Beta

Winner

IBTJ

-0.02

EXI

0.87

5Y Dividends CAGR

Winner

IBTJ

35.65%

EXI

11.06%

IBTJ vs EXI - Historical Returns

Returns include dividend reinvestment.

Period	IBTJ	EXI
1 month	+0.02%	+2.18%
3 months	-0.05%	+0.15%
6 months	+0.80%	+14.84%
1 year	+3.96%	+30.58%
5 years(CAGR)	+0.08%	+11.58%
10 years(CAGR)	N/A	+12.78%
Max(CAGR)	-0.06%	+8.97%

IBTJ

+0.02%

Winner

EXI

+2.18%

IBTJ

-0.05%

Winner

EXI

+0.15%

IBTJ

+0.80%

Winner

EXI

+14.84%

IBTJ

+3.96%

Winner

EXI

+30.58%

5Y(CAGR)

IBTJ

+0.08%

Winner

EXI

+11.58%

10Y(CAGR)

IBTJ

N/A

EXI

+12.78%

Max(CAGR)

IBTJ

-0.06%

Winner

EXI

+8.97%

IBTJ vs EXI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IBTJ	EXI
2026	+0.28%	+10.95%
2025	+6.89%	+26.22%
2024	+2.10%	+13.67%
2023	+3.96%	+21.52%
2022	-11.80%	-11.93%
2021	-3.59%	+18.66%
2020	+3.50%	+9.57%
2019	N/A	+27.12%
2018	N/A	-14.89%
2017	N/A	+24.33%
2016	N/A	+15.35%
2015	N/A	-2.23%
2014	N/A	+2.34%
2013	N/A	+29.01%
2012	N/A	+13.62%
2011	N/A	-9.52%
2010	N/A	+20.35%
2009	N/A	+22.59%
2008	N/A	-41.19%
2007	N/A	+13.65%
2006	N/A	+8.67%

IBTJ vs EXI 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 EXI was -62.59%, occurring on Mar 9, 2009. Recovery took 1400 trading sessions.

The current IBTJ drawdown is -5.96%. The current EXI drawdown is -1.76%.

Rank	IBTJ	EXI
#1	-20.19% Aug 4, 2020 - Oct 20, 2022	-62.59% Oct 11, 2007 - May 6, 2013
#2	-5.30% Mar 9, 2020 - Apr 3, 2020	-39.56% Feb 12, 2020 - Nov 9, 2020
#3	-2.27% Apr 21, 2020 - Jul 21, 2020	-27.22% Jan 4, 2022 - Jul 13, 2023
#4	-1.20% Apr 3, 2020 - Apr 15, 2020	-23.83% Jan 26, 2018 - Nov 4, 2019
#5	-0.25% Apr 16, 2020 - Apr 20, 2020	-16.53% May 21, 2015 - Jul 20, 2016
#6	-0.24% Jul 23, 2020 - Jul 28, 2020	-14.38% Dec 4, 2024 - May 2, 2025
#7	-0.10% Jul 31, 2020 - Aug 4, 2020	-13.64% Jul 28, 2023 - Dec 13, 2023
#8	N/A	-12.35% Feb 27, 2026 - May 6, 2026
#9	N/A	-12.19% Jun 9, 2014 - Feb 20, 2015
#10	N/A	-11.88% Jul 19, 2007 - Oct 5, 2007
#11	N/A	-7.56% May 21, 2013 - Jul 19, 2013
#12	N/A	-7.43% Jul 16, 2024 - Aug 23, 2024
#13	N/A	-7.11% Feb 20, 2007 - Apr 10, 2007
#14	N/A	-7.04% Nov 8, 2021 - Jan 4, 2022
#15	N/A	-7.02% Dec 31, 2013 - Mar 6, 2014

Correlation

Correlation between IBTJ and EXI is -0.03 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.03

-101

Dividend Comparison (2006 - 2026)

IBTJ vs EXI dividend yield comparison.

Year	IBTJ	EXI
2026	1.24%	0.00%
2025	3.78%	1.32%
2024	3.95%	1.47%
2023	3.48%	1.84%
2022	1.86%	1.63%
2021	0.74%	1.42%
2020	0.61%	1.26%
2019	0.00%	1.72%
2018	0.00%	2.21%
2017	0.00%	1.48%
2016	0.00%	1.75%
2015	0.00%	1.95%
2014	0.00%	1.93%
2013	0.00%	1.51%
2012	0.00%	2.29%
2011	0.00%	2.37%
2010	0.00%	1.48%
2009	0.00%	1.77%
2008	0.00%	3.62%
2007	0.00%	0.61%
2006	0.00%	0.52%