IBTJ vs IAI

Comparison between ISHARES IBONDS DEC 2029 TERM TREASURY ETF (IBTJ, ETF) and ISHARES U.S. BROKER-DEALERS &AMP; SECURITIES EXCHANGES ETF (IAI, ETF).

5-Year PerformanceIAI has outperformed IBTJ, delivering a return of +14.9% compared to -0.5%

IBTJ vs IAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTJ(ETF)	IAI(ETF)
Net Assets	$1.30B	$1.30B
Expense Ratio	0.07%	0.38%
Max Drawdown	23.49%	75.80%
Sharpe Ratio	-0.47	0.36
5Y Beta	-0.02	1.07
P/E Ratio	N/A	22.20
Forward P/E	N/A	19.20
PEG Ratio	N/A	0.53
5Y Dividends CAGR	32.95%	12.58%
5Y EPS CAGR	N/A	13.50%
Debt to Equity	N/A	73.63%
P/S Ratio	N/A	3.18
P/B Ratio	N/A	3.68

Net Assets

IBTJ

$1.30B

IAI

$1.30B

Expense Ratio

Winner

IBTJ

0.07%

IAI

0.38%

Max Drawdown

Winner

IBTJ

23.49%

IAI

75.80%

Sharpe Ratio

IBTJ

-0.47

Winner

IAI

0.36

5Y Beta

Winner

IBTJ

-0.02

IAI

1.07

P/E Ratio

IBTJ

N/A

IAI

22.20

Forward P/E

IBTJ

N/A

IAI

19.20

PEG Ratio

IBTJ

N/A

IAI

0.53

5Y Dividends CAGR

Winner

IBTJ

32.95%

IAI

12.58%

5Y EPS CAGR

IBTJ

N/A

IAI

13.50%

Debt to Equity

IBTJ

N/A

IAI

73.63%

P/S Ratio

IBTJ

N/A

IAI

3.18

P/B Ratio

IBTJ

N/A

IAI

3.68

IBTJ vs IAI - Historical Returns

Returns include dividend reinvestment.

Period	IBTJ	IAI
1 month	-0.34%	+7.30%
3 months	-0.39%	+6.47%
6 months	+0.02%	+2.65%
1 year	+2.67%	+9.14%
5 years(CAGR)	-0.47%	+14.87%
10 years(CAGR)	N/A	+18.93%
Max(CAGR)	-0.10%	+8.28%

IBTJ

-0.34%

Winner

IAI

+7.30%

IBTJ

-0.39%

Winner

IAI

+6.47%

IBTJ

+0.02%

Winner

IAI

+2.65%

IBTJ

+2.67%

Winner

IAI

+9.14%

5Y(CAGR)

IBTJ

-0.47%

Winner

IAI

+14.87%

10Y(CAGR)

IBTJ

N/A

IAI

+18.93%

Max(CAGR)

IBTJ

-0.10%

Winner

IAI

+8.28%

IBTJ vs IAI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IBTJ	IAI
2026	-0.02%	+4.46%
2025	+6.89%	+25.49%
2024	+2.10%	+35.52%
2023	+3.96%	+14.79%
2022	-11.80%	-11.75%
2021	-3.59%	+41.17%
2020	+3.50%	+17.15%
2019	N/A	+23.36%
2018	N/A	-9.42%
2017	N/A	+27.80%
2016	N/A	+24.66%
2015	N/A	-0.96%
2014	N/A	+12.35%
2013	N/A	+61.82%
2012	N/A	+13.26%
2011	N/A	-28.09%
2010	N/A	+2.58%
2009	N/A	+39.54%
2008	N/A	-59.22%
2007	N/A	-5.34%
2006	N/A	+5.67%

IBTJ vs IAI 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 IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.

The current IBTJ drawdown is -6.24%. The current IAI drawdown is -3.91%.

Rank	IBTJ	IAI
#1	-20.19% Aug 4, 2020 - Oct 20, 2022	-75.46% Jun 20, 2007 - Dec 7, 2016
#2	-5.30% Mar 9, 2020 - Apr 3, 2020	-40.38% Feb 20, 2020 - Nov 23, 2020
#3	-2.27% Apr 21, 2020 - Jul 21, 2020	-28.84% Nov 2, 2021 - Mar 4, 2024
#4	-1.20% Apr 3, 2020 - Apr 15, 2020	-23.98% Mar 12, 2018 - Nov 25, 2019
#5	-0.25% Apr 16, 2020 - Apr 20, 2020	-23.14% Feb 18, 2025 - Jun 18, 2025
#6	-0.24% Jul 23, 2020 - Jul 28, 2020	-19.73% May 9, 2006 - Oct 5, 2006
#7	-0.10% Jul 31, 2020 - Aug 4, 2020	-16.52% Jan 15, 2026 - Jul 6, 2026
#8	N/A	-12.16% Feb 7, 2007 - Jun 15, 2007
#9	N/A	-9.18% Jan 12, 2021 - Feb 16, 2021
#10	N/A	-8.41% Mar 1, 2017 - Jun 28, 2017
#11	N/A	-8.12% Feb 1, 2018 - Mar 6, 2018
#12	N/A	-7.77% Nov 27, 2024 - Jan 21, 2025
#13	N/A	-7.07% Aug 27, 2021 - Oct 15, 2021
#14	N/A	-7.01% Jul 26, 2024 - Aug 16, 2024
#15	N/A	-6.97% Nov 12, 2025 - Dec 9, 2025

Correlation

Correlation between IBTJ and IAI is -0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.02

-101

Dividend Comparison (2006 - 2026)

IBTJ vs IAI dividend yield comparison.

Year	IBTJ	IAI
2026	1.89%	0.62%
2025	3.78%	0.95%
2024	3.95%	1.05%
2023	3.48%	1.80%
2022	1.86%	2.14%
2021	0.74%	1.31%
2020	0.61%	1.55%
2019	0.00%	1.52%
2018	0.00%	1.58%
2017	0.00%	1.37%
2016	0.00%	1.49%
2015	0.00%	1.31%
2014	0.00%	1.13%
2013	0.00%	1.13%
2012	0.00%	2.97%
2011	0.00%	1.25%
2010	0.00%	1.62%
2009	0.00%	0.57%
2008	0.00%	2.28%
2007	0.00%	0.68%
2006	0.00%	0.20%