IBTJ vs IGRO

Comparison between ISHARES IBONDS DEC 2029 TERM TREASURY ETF (IBTJ, ETF) and ISHARES INTERNATIONAL DIVIDEND GROWTH ETF (IGRO, ETF).

5-Year PerformanceIGRO has outperformed IBTJ, delivering a return of +7.8% compared to +0.0%

IBTJ vs IGRO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTJ(ETF)	IGRO(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.07%	0.15%
Max Drawdown	23.49%	37.05%
Sharpe Ratio	0.08	1.03
5Y Beta	-0.02	0.54
5Y Dividends CAGR	35.65%	9.28%

Net Assets

IBTJ

$1.20B

IGRO

$1.20B

Expense Ratio

Winner

IBTJ

0.07%

IGRO

0.15%

Max Drawdown

Winner

IBTJ

23.49%

IGRO

37.05%

Sharpe Ratio

IBTJ

0.08

Winner

IGRO

1.03

5Y Beta

Winner

IBTJ

-0.02

IGRO

0.54

5Y Dividends CAGR

Winner

IBTJ

35.65%

IGRO

9.28%

IBTJ vs IGRO - Historical Returns

Returns include dividend reinvestment.

Period	IBTJ	IGRO
1 month	-0.60%	+1.84%
3 months	-1.09%	-0.27%
6 months	-0.03%	+11.45%
1 year	+3.70%	+16.70%
5 years(CAGR)	+0.02%	+7.81%
10 years(CAGR)	N/A	+8.97%
Max(CAGR)	-0.14%	+9.06%

IBTJ

-0.60%

Winner

IGRO

+1.84%

IBTJ

-1.09%

Winner

IGRO

-0.27%

IBTJ

-0.03%

Winner

IGRO

+11.45%

IBTJ

+3.70%

Winner

IGRO

+16.70%

5Y(CAGR)

IBTJ

+0.02%

Winner

IGRO

+7.81%

10Y(CAGR)

IBTJ

N/A

IGRO

+8.97%

Max(CAGR)

IBTJ

-0.14%

Winner

IGRO

+9.06%

IBTJ vs IGRO - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IBTJ	IGRO
2026	-0.23%	+6.20%
2025	+6.89%	+24.75%
2024	+2.10%	+8.96%
2023	+3.96%	+14.74%
2022	-11.80%	-12.77%
2021	-3.59%	+9.19%
2020	+3.50%	+6.63%
2019	N/A	+26.09%
2018	N/A	-13.77%
2017	N/A	+24.28%
2016	N/A	+3.36%

IBTJ vs IGRO 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 IGRO was -36.25%, occurring on Mar 23, 2020. Recovery took 218 trading sessions.

The current IBTJ drawdown is -6.44%. The current IGRO drawdown is -1.63%.

Rank	IBTJ	IGRO
#1	-20.19% Aug 4, 2020 - Oct 20, 2022	-36.25% Jan 2, 2020 - Nov 11, 2020
#2	-5.30% Mar 9, 2020 - Apr 3, 2020	-26.02% Jun 15, 2021 - Feb 1, 2024
#3	-2.27% Apr 21, 2020 - Jul 21, 2020	-19.99% Jan 24, 2018 - Nov 6, 2019
#4	-1.20% Apr 3, 2020 - Apr 15, 2020	-11.12% Sep 26, 2024 - Apr 28, 2025
#5	-0.25% Apr 16, 2020 - Apr 20, 2020	-10.00% Feb 26, 2026 - Mar 20, 2026
#6	-0.24% Jul 23, 2020 - Jul 28, 2020	-9.96% Sep 6, 2016 - Feb 23, 2017
#7	-0.10% Jul 31, 2020 - Aug 4, 2020	-9.33% Jun 8, 2016 - Aug 1, 2016
#8	N/A	-5.57% Jul 31, 2024 - Aug 16, 2024
#9	N/A	-5.10% Mar 8, 2024 - May 9, 2024
#10	N/A	-4.54% Jul 23, 2025 - Aug 22, 2025
#11	N/A	-4.34% Aug 1, 2016 - Sep 6, 2016
#12	N/A	-3.72% Jun 6, 2024 - Jul 10, 2024
#13	N/A	-3.64% Feb 16, 2021 - Mar 11, 2021
#14	N/A	-3.41% Jan 8, 2021 - Feb 16, 2021
#15	N/A	-3.35% Nov 12, 2025 - Nov 28, 2025

Correlation

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

0.02

-101

Dividend Comparison (2016 - 2026)

IBTJ vs IGRO dividend yield comparison.

Year	IBTJ	IGRO
2026	1.25%	0.34%
2025	3.78%	2.51%
2024	3.95%	2.44%
2023	3.48%	2.79%
2022	1.86%	2.69%
2021	0.74%	2.27%
2020	0.61%	2.41%
2019	0.00%	2.65%
2018	0.00%	2.97%
2017	0.00%	2.43%
2016	0.00%	1.18%