StockComparison Logo
vs

IBTJ vs RYLD

Comparison between ISHARES IBONDS DEC 2029 TERM TREASURY ETF (IBTJ, ETF) and GLOBAL X RUSSELL 2000 COVERED CALL ETF (RYLD, ETF).

5-Year PerformanceRYLD has outperformed IBTJ, delivering a return of +3.4% compared to -0.5%

IBTJ vs RYLD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBTJ
$1.30B
Winner
RYLD
$1.40B
Expense Ratio
Winner
IBTJ
0.07%
RYLD
0.60%
Max Drawdown
Winner
IBTJ
23.49%
RYLD
48.37%
Sharpe Ratio
IBTJ
-0.47
Winner
RYLD
1.58
5Y Beta
Winner
IBTJ
-0.02
RYLD
0.73
5Y Dividends CAGR
Winner
IBTJ
32.95%
RYLD
-7.60%

IBTJ vs RYLD - Historical Returns

Returns include dividend reinvestment.

1M
IBTJ
-0.34%
Winner
RYLD
+1.96%
3M
IBTJ
-0.39%
Winner
RYLD
+7.30%
6M
IBTJ
+0.02%
Winner
RYLD
+8.89%
1Y
IBTJ
+2.67%
Winner
RYLD
+21.61%
5Y(CAGR)
IBTJ
-0.47%
Winner
RYLD
+3.36%
Max(CAGR)
IBTJ
-0.10%
Winner
RYLD
+5.82%

IBTJ vs RYLD - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearIBTJRYLD
2026-0.02%+11.28%
2025+6.89%+5.55%
2024+2.10%+10.31%
2023+3.96%+0.38%
2022-11.80%-13.44%
2021-3.59%+23.31%
2020+3.50%-0.35%
2019N/A+8.91%

IBTJ vs RYLD 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 RYLD was -41.52%, occurring on Mar 18, 2020. Recovery took 223 trading sessions.

The current IBTJ drawdown is -6.24%. The current RYLD drawdown is -0.37%.

RankIBTJRYLD
#1-20.19%
Aug 4, 2020 - Oct 20, 2022
-41.52%
Feb 20, 2020 - Jan 7, 2021
#2-5.30%
Mar 9, 2020 - Apr 3, 2020
-21.36%
Nov 19, 2021 - Jan 5, 2026
#3-2.27%
Apr 21, 2020 - Jul 21, 2020
-6.30%
Feb 26, 2026 - May 1, 2026
#4-1.20%
Apr 3, 2020 - Apr 15, 2020
-5.29%
Jul 30, 2019 - Oct 28, 2019
#5-0.25%
Apr 16, 2020 - Apr 20, 2020
-4.66%
Jan 16, 2020 - Feb 13, 2020
#6-0.24%
Jul 23, 2020 - Jul 28, 2020
-4.46%
Apr 28, 2021 - May 24, 2021
#7-0.10%
Jul 31, 2020 - Aug 4, 2020
-4.23%
Jul 1, 2021 - Aug 11, 2021
#8N/A-4.21%
Mar 22, 2021 - Apr 1, 2021
#9N/A-4.08%
May 3, 2019 - Jun 13, 2019
#10N/A-3.68%
Mar 1, 2021 - Mar 10, 2021
#11N/A-2.73%
Aug 12, 2021 - Aug 27, 2021
#12N/A-2.61%
Jan 22, 2026 - Feb 9, 2026
#13N/A-2.60%
Jan 22, 2021 - Feb 3, 2021
#14N/A-2.05%
Feb 24, 2021 - Mar 1, 2021
#15N/A-2.04%
Apr 16, 2021 - Apr 23, 2021

Correlation

Correlation between IBTJ and RYLD is -0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.14
-101

Dividend Comparison (2019 - 2026)

IBTJ vs RYLD dividend yield comparison.

YearIBTJRYLD
20261.89%6.86%
20253.78%12.00%
20243.95%12.03%
20233.48%12.64%
20221.86%13.49%
20210.74%12.35%
20200.61%10.76%
20190.00%6.43%

Select Stocks to Compare