IBTJ vs YEAR
Comparison between ISHARES IBONDS DEC 2029 TERM TREASURY ETF (IBTJ, ETF) and AB ULTRA SHORT INCOME ETF (YEAR, ETF).
IBTJ vs YEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBTJ
$1.40B
Winner
YEAR
$1.50B
Expense Ratio
Winner
IBTJ
0.07%
YEAR
0.25%
Max Drawdown
IBTJ
23.49%
Winner
YEAR
1.40%
Sharpe Ratio
IBTJ
-0.70
Winner
YEAR
-0.46
5Y Beta
Winner
IBTJ
-0.02
YEAR
0.00
5Y Dividends CAGR
IBTJ
30.90%
YEAR
N/A
IBTJ vs YEAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBTJ
+0.44%
YEAR
+0.43%
3M
IBTJ
+0.69%
Winner
YEAR
+0.91%
6M
IBTJ
-0.23%
Winner
YEAR
+1.42%
1Y
IBTJ
+2.45%
Winner
YEAR
+3.57%
5Y(CAGR)
IBTJ
-0.35%
YEAR
N/A
Max(CAGR)
IBTJ
-0.03%
Winner
YEAR
+4.83%
IBTJ vs YEAR - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBTJ | YEAR |
|---|---|---|
| 2026 | +0.46% | +1.93% |
| 2025 | +6.89% | +4.65% |
| 2024 | +2.10% | +5.45% |
| 2023 | +3.96% | +5.87% |
| 2022 | -11.80% | +1.10% |
| 2021 | -3.59% | N/A |
| 2020 | +3.50% | N/A |
IBTJ vs YEAR 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 YEAR was -0.61%, occurring on Oct 20, 2022. Recovery took 41 trading sessions.
The current IBTJ drawdown is -5.79%.
| Rank | IBTJ | YEAR |
|---|---|---|
| #1 | -20.19% Aug 4, 2020 - Oct 20, 2022 | -0.61% Sep 14, 2022 - Nov 10, 2022 |
| #2 | -5.30% Mar 9, 2020 - Apr 3, 2020 | -0.55% Mar 13, 2023 - Apr 5, 2023 |
| #3 | -2.27% Apr 21, 2020 - Jul 21, 2020 | -0.43% Jan 31, 2024 - Mar 7, 2024 |
| #4 | -1.20% Apr 3, 2020 - Apr 15, 2020 | -0.42% May 6, 2024 - Jun 3, 2024 |
| #5 | -0.25% Apr 16, 2020 - Apr 20, 2020 | -0.30% Apr 3, 2025 - Apr 22, 2025 |
| #6 | -0.24% Jul 23, 2020 - Jul 28, 2020 | -0.28% May 4, 2023 - May 16, 2023 |
| #7 | -0.10% Jul 31, 2020 - Aug 4, 2020 | -0.26% Sep 19, 2024 - Nov 4, 2024 |
| #8 | N/A | -0.24% Apr 4, 2024 - Apr 29, 2024 |
| #9 | N/A | -0.23% Feb 27, 2026 - Apr 2, 2026 |
| #10 | N/A | -0.22% Dec 6, 2023 - Dec 14, 2023 |
| #11 | N/A | -0.18% Aug 10, 2023 - Aug 29, 2023 |
| #12 | N/A | -0.18% Jun 18, 2024 - Jun 21, 2024 |
| #13 | N/A | -0.18% Apr 30, 2025 - May 23, 2025 |
| #14 | N/A | -0.17% Mar 3, 2023 - Mar 10, 2023 |
| #15 | N/A | -0.16% Sep 28, 2023 - Oct 6, 2023 |
Correlation
Correlation between IBTJ and YEAR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2020 - 2026)
IBTJ vs YEAR dividend yield comparison.
| Year | IBTJ | YEAR |
|---|---|---|
| 2026 | 2.20% | 2.26% |
| 2025 | 3.78% | 4.33% |
| 2024 | 3.95% | 5.16% |
| 2023 | 3.48% | 5.00% |
| 2022 | 1.86% | 1.19% |
| 2021 | 0.74% | 0.00% |
| 2020 | 0.61% | 0.00% |
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