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IBTL vs HYBL

Comparison between ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF) and STATE STREET(R) BLACKSTONE HIGH INCOME ETF (HYBL, ETF).

IBTL vs HYBL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBTL
$555M
Winner
HYBL
$555M
Expense Ratio
Winner
IBTL
0.07%
HYBL
0.70%
Max Drawdown
IBTL
24.74%
Winner
HYBL
11.06%
Sharpe Ratio
IBTL
-0.22
Winner
HYBL
0.84
5Y Beta
Winner
IBTL
-0.02
HYBL
0.18

IBTL vs HYBL - Historical Returns

Returns include dividend reinvestment.

1M
IBTL
-0.55%
Winner
HYBL
-0.02%
3M
IBTL
-1.46%
Winner
HYBL
+2.05%
6M
IBTL
-0.56%
Winner
HYBL
+1.54%
1Y
IBTL
+3.13%
Winner
HYBL
+6.10%
5Y(CAGR)
IBTL
-1.60%
Winner
HYBL
+5.63%
Max(CAGR)
IBTL
-1.60%
Winner
HYBL
+5.63%

IBTL vs HYBL - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearIBTLHYBL
2026-0.71%+0.87%
2025+7.90%+7.54%
2024+0.67%+9.55%
2023+2.84%+11.59%
2022-15.60%-4.72%
2021-1.38%N/A

IBTL vs HYBL Drawdown Comparison

The maximum drawdown for IBTL was -20.93%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for HYBL was -8.46%, occurring on Sep 29, 2022. Recovery took 340 trading sessions.

The current IBTL drawdown is -7.54%. The current HYBL drawdown is -0.36%.

RankIBTLHYBL
#1-20.93%
Sep 1, 2021 - Oct 19, 2023
-8.46%
Mar 2, 2022 - Jul 11, 2023
#2N/A-4.32%
Feb 19, 2025 - May 12, 2025
#3N/A-2.41%
Jan 8, 2026 - Apr 22, 2026
#4N/A-1.90%
Sep 14, 2023 - Nov 3, 2023
#5N/A-1.24%
Jul 31, 2024 - Aug 14, 2024
#6N/A-1.03%
Apr 9, 2024 - May 3, 2024
#7N/A-0.86%
Sep 29, 2025 - Oct 24, 2025
#8N/A-0.79%
Jul 31, 2023 - Aug 23, 2023
#9N/A-0.71%
May 11, 2026 - May 29, 2026
#10N/A-0.69%
Dec 27, 2023 - Jan 11, 2024
#11N/A-0.67%
May 16, 2024 - Jun 6, 2024
#12N/A-0.64%
Dec 11, 2024 - Jan 3, 2025
#13N/A-0.61%
Nov 11, 2025 - Nov 25, 2025
#14N/A-0.56%
Jul 13, 2023 - Jul 31, 2023
#15N/A-0.55%
Feb 1, 2024 - Feb 22, 2024

Correlation

Correlation between IBTL and HYBL is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (2021 - 2026)

IBTL vs HYBL dividend yield comparison.

YearIBTLHYBL
20261.63%2.84%
20253.93%7.22%
20244.07%7.88%
20233.04%7.93%
20222.36%5.10%
20210.70%0.00%

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