IBTM vs FIVA
Comparison between ISHARES IBONDS DEC 2032 TERM TREASURY ETF (IBTM, ETF) and FIDELITY INTERNATIONAL VALUE FACTOR ETF (FIVA, ETF).
IBTM vs FIVA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBTM
$534M
FIVA
$533M
Expense Ratio
Winner
IBTM
0.07%
FIVA
0.18%
Max Drawdown
Winner
IBTM
16.81%
FIVA
44.26%
Sharpe Ratio
IBTM
-0.15
Winner
FIVA
1.69
5Y Beta
Winner
IBTM
-0.02
FIVA
0.70
5Y Dividends CAGR
IBTM
N/A
FIVA
10.30%
IBTM vs FIVA - Historical Returns
Returns include dividend reinvestment.
1M
IBTM
-0.53%
Winner
FIVA
+1.85%
3M
IBTM
-1.64%
Winner
FIVA
+5.47%
6M
IBTM
-0.69%
Winner
FIVA
+15.35%
1Y
IBTM
+3.27%
Winner
FIVA
+32.82%
5Y(CAGR)
IBTM
N/A
FIVA
+12.05%
10Y(CAGR)
IBTM
N/A
FIVA
+8.42%
Max(CAGR)
IBTM
+1.42%
Winner
FIVA
+8.42%
IBTM vs FIVA - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IBTM | FIVA |
|---|---|---|
| 2026 | -0.74% | +9.25% |
| 2025 | +7.99% | +46.28% |
| 2024 | +0.25% | +3.35% |
| 2023 | +2.94% | +19.62% |
| 2022 | -4.63% | -10.87% |
| 2021 | N/A | +15.70% |
| 2020 | N/A | -2.61% |
| 2019 | N/A | +20.28% |
| 2018 | N/A | -19.18% |
IBTM vs FIVA Drawdown Comparison
The maximum drawdown for IBTM was -13.59%, occurring on Oct 19, 2023. Recovery took 753 trading sessions.
The maximum drawdown for FIVA was -39.74%, occurring on Mar 23, 2020. Recovery took 771 trading sessions.
The current IBTM drawdown is -2.66%. The current FIVA drawdown is -2.85%.
| Rank | IBTM | FIVA |
|---|---|---|
| #1 | -13.59% Aug 1, 2022 - Aug 1, 2025 | -39.74% Jan 23, 2018 - Feb 16, 2021 |
| #2 | -3.26% Feb 27, 2026 - May 19, 2026 | -28.69% Jan 14, 2022 - Jul 18, 2023 |
| #3 | -1.12% Nov 26, 2025 - Feb 10, 2026 | -14.77% Mar 19, 2025 - May 2, 2025 |
| #4 | -1.07% Oct 21, 2025 - Nov 24, 2025 | -11.69% Feb 26, 2026 - May 21, 2026 |
| #5 | -1.05% Jul 13, 2022 - Jul 22, 2022 | -10.18% Sep 26, 2024 - Feb 25, 2025 |
| #6 | -0.97% Sep 11, 2025 - Oct 13, 2025 | -9.66% Jul 28, 2023 - Dec 13, 2023 |
| #7 | -0.54% Aug 4, 2025 - Aug 22, 2025 | -7.63% Jul 12, 2024 - Aug 23, 2024 |
| #8 | -0.40% Jul 22, 2022 - Jul 28, 2022 | -7.25% Jun 10, 2021 - Jan 7, 2022 |
| #9 | -0.24% Aug 29, 2025 - Sep 3, 2025 | -4.86% Nov 12, 2025 - Dec 2, 2025 |
| #10 | -0.22% Feb 10, 2026 - Feb 12, 2026 | -4.44% Jul 23, 2025 - Aug 12, 2025 |
| #11 | -0.21% Feb 13, 2026 - Feb 23, 2026 | -4.31% Apr 9, 2024 - May 6, 2024 |
| #12 | -0.21% Oct 16, 2025 - Oct 21, 2025 | -4.23% May 17, 2024 - Jul 12, 2024 |
| #13 | -0.19% Sep 8, 2025 - Sep 11, 2025 | -4.17% Aug 27, 2024 - Sep 26, 2024 |
| #14 | -0.17% Aug 22, 2025 - Aug 26, 2025 | -3.13% Oct 6, 2025 - Oct 27, 2025 |
| #15 | -0.13% Feb 23, 2026 - Feb 26, 2026 | -3.07% Mar 7, 2025 - Mar 17, 2025 |
Correlation
Correlation between IBTM and FIVA is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2018 - 2026)
IBTM vs FIVA dividend yield comparison.
| Year | IBTM | FIVA |
|---|---|---|
| 2026 | 1.64% | 0.82% |
| 2025 | 3.87% | 2.68% |
| 2024 | 3.96% | 3.52% |
| 2023 | 3.39% | 3.63% |
| 2022 | 1.38% | 3.62% |
| 2021 | 0.00% | 3.76% |
| 2020 | 0.00% | 2.46% |
| 2019 | 0.00% | 3.61% |
| 2018 | 0.00% | 3.28% |
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