IBTL vs TOTR
Comparison between ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF) and T. ROWE PRICE TOTAL RETURN ETF (TOTR, ETF).
5-Year PerformanceTOTR has outperformed IBTL, delivering a return of -0.2% compared to -1.5%
IBTL vs TOTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBTL vs TOTR - Historical Returns
Returns include dividend reinvestment.
IBTL vs TOTR - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IBTL | TOTR |
|---|---|---|
| 2026 | -0.32% | +0.49% |
| 2025 | +7.90% | +7.38% |
| 2024 | +0.67% | +2.87% |
| 2023 | +2.84% | +5.73% |
| 2022 | -15.60% | -15.34% |
| 2021 | -1.38% | +0.14% |
IBTL vs TOTR 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 TOTR was -19.62%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current IBTL drawdown is -7.17%. The current TOTR drawdown is -1.80%.
| Rank | IBTL | TOTR |
|---|---|---|
| #1 | -20.93% Sep 1, 2021 - Oct 19, 2023 | -19.62% Nov 9, 2021 - Oct 24, 2022 |
| #2 | N/A | -0.88% Oct 1, 2021 - Nov 5, 2021 |
| #3 | N/A | -0.22% Nov 5, 2021 - Nov 9, 2021 |
Correlation
Correlation between IBTL and TOTR is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2021 - 2026)
IBTL vs TOTR dividend yield comparison.
| Year | IBTL | TOTR |
|---|---|---|
| 2026 | 1.62% | 2.15% |
| 2025 | 3.93% | 5.14% |
| 2024 | 4.07% | 5.32% |
| 2023 | 3.04% | 4.71% |
| 2022 | 2.36% | 3.45% |
| 2021 | 0.70% | 0.56% |
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