IBTO vs NUBD
Comparison between ISHARES IBONDS DEC 2033 TERM TREASURY ETF (IBTO, ETF) and NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD, ETF).
IBTO vs NUBD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBTO
$464M
NUBD
$463M
Expense Ratio
Winner
IBTO
0.07%
NUBD
0.12%
Max Drawdown
Winner
IBTO
9.04%
NUBD
24.85%
Sharpe Ratio
IBTO
-0.59
Winner
NUBD
-0.44
5Y Beta
Winner
IBTO
0.00
NUBD
0.03
5Y Dividends CAGR
IBTO
N/A
NUBD
8.40%
IBTO vs NUBD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBTO
+0.36%
NUBD
+0.24%
3M
Winner
IBTO
+0.01%
NUBD
-0.17%
6M
IBTO
-2.60%
Winner
NUBD
-1.79%
1Y
IBTO
+1.12%
Winner
NUBD
+1.98%
5Y(CAGR)
IBTO
N/A
NUBD
-0.36%
10Y(CAGR)
IBTO
N/A
NUBD
+1.41%
Max(CAGR)
Winner
IBTO
+2.62%
NUBD
+1.41%
IBTO vs NUBD - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | IBTO | NUBD |
|---|---|---|
| 2026 | -0.50% | +0.01% |
| 2025 | +8.05% | +6.82% |
| 2024 | -0.45% | +1.76% |
| 2023 | +1.71% | +5.01% |
| 2022 | N/A | -12.33% |
| 2021 | N/A | -2.19% |
| 2020 | N/A | +6.94% |
| 2019 | N/A | +8.00% |
| 2018 | N/A | +0.57% |
| 2017 | N/A | +0.26% |
IBTO vs NUBD Drawdown Comparison
The maximum drawdown for IBTO was -8.35%, occurring on Oct 19, 2023. Recovery took 104 trading sessions.
The maximum drawdown for NUBD was -19.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current IBTO drawdown is -2.60%. The current NUBD drawdown is -4.12%.
| Rank | IBTO | NUBD |
|---|---|---|
| #1 | -8.35% Jul 19, 2023 - Dec 14, 2023 | -19.46% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -6.91% Sep 16, 2024 - Aug 1, 2025 | -7.28% Mar 9, 2020 - Apr 15, 2020 |
| #3 | -5.50% Dec 27, 2023 - Jul 31, 2024 | -2.73% Dec 15, 2017 - Dec 28, 2018 |
| #4 | -3.65% Feb 27, 2026 - May 19, 2026 | -1.98% Sep 4, 2019 - Oct 4, 2019 |
| #5 | -1.86% Jun 30, 2023 - Jul 13, 2023 | -1.50% Oct 4, 2019 - Jan 21, 2020 |
| #6 | -1.61% Aug 5, 2024 - Aug 21, 2024 | -0.97% Apr 16, 2020 - May 29, 2020 |
| #7 | -1.38% Nov 26, 2025 - Feb 12, 2026 | -0.69% Jun 1, 2020 - Jun 10, 2020 |
| #8 | -1.18% Oct 22, 2025 - Nov 25, 2025 | -0.67% Jul 3, 2019 - Aug 1, 2019 |
| #9 | -1.03% Sep 11, 2025 - Oct 14, 2025 | -0.63% Mar 27, 2019 - May 7, 2019 |
| #10 | -0.75% Aug 21, 2024 - Sep 4, 2024 | -0.61% Oct 16, 2017 - Dec 15, 2017 |
| #11 | -0.59% Aug 4, 2025 - Aug 22, 2025 | -0.54% Feb 3, 2020 - Feb 18, 2020 |
| #12 | -0.52% Jul 13, 2023 - Jul 19, 2023 | -0.49% Jan 3, 2019 - Jan 30, 2019 |
| #13 | -0.32% Dec 14, 2023 - Dec 20, 2023 | -0.34% Oct 3, 2017 - Oct 16, 2017 |
| #14 | -0.31% Aug 28, 2025 - Sep 3, 2025 | -0.33% Feb 26, 2019 - Mar 7, 2019 |
| #15 | -0.28% Dec 20, 2023 - Dec 27, 2023 | -0.31% Jun 15, 2020 - Jun 26, 2020 |
Correlation
Correlation between IBTO and NUBD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2017 - 2026)
IBTO vs NUBD dividend yield comparison.
| Year | IBTO | NUBD |
|---|---|---|
| 2026 | 2.43% | 2.37% |
| 2025 | 4.05% | 3.90% |
| 2024 | 4.23% | 3.51% |
| 2023 | 1.66% | 2.99% |
| 2022 | 0.00% | 2.83% |
| 2021 | 0.00% | 2.05% |
| 2020 | 0.00% | 2.21% |
| 2019 | 0.00% | 2.66% |
| 2018 | 0.00% | 3.08% |
| 2017 | 0.00% | 0.58% |
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