IBTJ vs VCEB

Comparison between ISHARES IBONDS DEC 2029 TERM TREASURY ETF (IBTJ, ETF) and VANGUARD ESG U.S. CORPORATE BOND ETF ETF SHARES (VCEB, ETF).

5-Year PerformanceVCEB has outperformed IBTJ, delivering a return of +0.6% compared to +0.1%

IBTJ vs VCEB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTJ(ETF)	VCEB(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.07%	0.12%
Max Drawdown	23.49%	24.44%
Sharpe Ratio	-0.04	0.51
5Y Beta	-0.02	0.10
5Y Dividends CAGR	35.65%	39.57%

Net Assets

IBTJ

$1.20B

VCEB

$1.20B

Expense Ratio

Winner

IBTJ

0.07%

VCEB

0.12%

Max Drawdown

Winner

IBTJ

23.49%

VCEB

24.44%

Sharpe Ratio

IBTJ

-0.04

Winner

VCEB

0.51

5Y Beta

Winner

IBTJ

-0.02

VCEB

0.10

5Y Dividends CAGR

IBTJ

35.65%

Winner

VCEB

39.57%

IBTJ vs VCEB - Historical Returns

Returns include dividend reinvestment.

Period	IBTJ	VCEB
1 month	+0.02%	+0.11%
3 months	-0.05%	-0.19%
6 months	+0.80%	+0.80%
1 year	+3.96%	+6.07%
5 years(CAGR)	+0.08%	+0.61%
Max(CAGR)	-0.06%	+0.35%

IBTJ

+0.02%

Winner

VCEB

+0.11%

Winner

IBTJ

-0.05%

VCEB

-0.19%

IBTJ

+0.80%

Winner

VCEB

+0.80%

IBTJ

+3.96%

Winner

VCEB

+6.07%

5Y(CAGR)

IBTJ

+0.08%

Winner

VCEB

+0.61%

Max(CAGR)

IBTJ

-0.06%

Winner

VCEB

+0.35%

IBTJ vs VCEB - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	IBTJ	VCEB
2026	+0.28%	+0.45%
2025	+6.89%	+7.51%
2024	+2.10%	+2.80%
2023	+3.96%	+8.06%
2022	-11.80%	-14.42%
2021	-3.59%	-1.47%
2020	+3.50%	+2.46%

IBTJ vs VCEB 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 VCEB was -21.60%, occurring on Oct 20, 2022. Recovery took 1284 trading sessions.

The current IBTJ drawdown is -5.96%. The current VCEB drawdown is -0.99%.

Rank	IBTJ	VCEB
#1	-20.19% Aug 4, 2020 - Oct 20, 2022	-21.60% Dec 31, 2020 - Feb 12, 2026
#2	-5.30% Mar 9, 2020 - Apr 3, 2020	-2.82% Feb 26, 2026 - Mar 27, 2026
#3	-2.27% Apr 21, 2020 - Jul 21, 2020	-1.08% Nov 30, 2020 - Dec 30, 2020
#4	-1.20% Apr 3, 2020 - Apr 15, 2020	-1.06% Nov 5, 2020 - Nov 18, 2020
#5	-0.25% Apr 16, 2020 - Apr 20, 2020	-1.01% Oct 14, 2020 - Nov 4, 2020
#6	-0.24% Jul 23, 2020 - Jul 28, 2020	-0.41% Oct 1, 2020 - Oct 12, 2020
#7	-0.10% Jul 31, 2020 - Aug 4, 2020	-0.19% Nov 19, 2020 - Nov 27, 2020
#8	N/A	-0.12% Feb 20, 2026 - Feb 26, 2026
#9	N/A	-0.11% Sep 24, 2020 - Sep 28, 2020
#10	N/A	-0.07% Feb 13, 2026 - Feb 19, 2026
#11	N/A	-0.05% Sep 28, 2020 - Oct 1, 2020