IBTO vs STOT
Comparison between ISHARES IBONDS DEC 2033 TERM TREASURY ETF (IBTO, ETF) and STATE STREET(R) DOUBLELINE(R) SHORT DURATION TOTAL RETURN TACTICAL ETF (STOT, ETF).
IBTO vs STOT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBTO
$463M
STOT
$461M
Expense Ratio
Winner
IBTO
0.07%
STOT
0.45%
Max Drawdown
Winner
IBTO
9.04%
STOT
9.93%
Sharpe Ratio
IBTO
0.05
Winner
STOT
0.42
5Y Beta
Winner
IBTO
-0.01
STOT
-0.01
5Y Dividends CAGR
IBTO
N/A
STOT
23.16%
IBTO vs STOT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBTO
+1.00%
STOT
+0.50%
3M
IBTO
-0.80%
Winner
STOT
+0.76%
6M
IBTO
-0.14%
Winner
STOT
+1.51%
1Y
IBTO
+4.15%
Winner
STOT
+4.20%
5Y(CAGR)
IBTO
N/A
STOT
+2.82%
10Y(CAGR)
IBTO
N/A
STOT
+2.43%
Max(CAGR)
Winner
IBTO
+2.88%
STOT
+2.44%
IBTO vs STOT - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | IBTO | STOT |
|---|---|---|
| 2026 | -0.26% | +1.11% |
| 2025 | +8.05% | +5.61% |
| 2024 | -0.45% | +5.33% |
| 2023 | +1.71% | +6.34% |
| 2022 | N/A | -3.62% |
| 2021 | N/A | +0.38% |
| 2020 | N/A | +2.47% |
| 2019 | N/A | +4.31% |
| 2018 | N/A | +0.97% |
| 2017 | N/A | +1.72% |
| 2016 | N/A | +0.89% |
IBTO vs STOT Drawdown Comparison
The maximum drawdown for IBTO was -8.35%, occurring on Oct 19, 2023. Recovery took 104 trading sessions.
The maximum drawdown for STOT was -6.07%, occurring on Nov 7, 2022. Recovery took 567 trading sessions.
The current IBTO drawdown is -2.36%.
| Rank | IBTO | STOT |
|---|---|---|
| #1 | -8.35% Jul 19, 2023 - Dec 14, 2023 | -6.07% Aug 3, 2021 - Nov 2, 2023 |
| #2 | -6.91% Sep 16, 2024 - Aug 1, 2025 | -5.13% Mar 5, 2020 - Jul 23, 2020 |
| #3 | -5.50% Dec 27, 2023 - Jul 31, 2024 | -1.59% Nov 7, 2016 - Apr 12, 2017 |
| #4 | -3.65% Feb 27, 2026 - May 19, 2026 | -1.33% Sep 7, 2017 - Aug 20, 2018 |
| #5 | -1.86% Jun 30, 2023 - Jul 13, 2023 | -0.85% Feb 12, 2021 - Jul 6, 2021 |
| #6 | -1.61% Aug 5, 2024 - Aug 21, 2024 | -0.80% May 18, 2017 - Aug 3, 2017 |
| #7 | -1.38% Nov 26, 2025 - Feb 12, 2026 | -0.76% Feb 27, 2026 - Apr 17, 2026 |
| #8 | -1.18% Oct 22, 2025 - Nov 25, 2025 | -0.72% Oct 1, 2024 - Nov 27, 2024 |
| #9 | -1.03% Sep 11, 2025 - Oct 14, 2025 | -0.72% Aug 20, 2018 - Dec 18, 2018 |
| #10 | -0.75% Aug 21, 2024 - Sep 4, 2024 | -0.71% May 7, 2025 - May 22, 2025 |
| #11 | -0.59% Aug 4, 2025 - Aug 22, 2025 | -0.66% Apr 4, 2025 - Apr 28, 2025 |
| #12 | -0.52% Jul 13, 2023 - Jul 19, 2023 | -0.57% Apr 18, 2017 - May 16, 2017 |
| #13 | -0.32% Dec 14, 2023 - Dec 20, 2023 | -0.51% May 22, 2025 - Jun 18, 2025 |
| #14 | -0.31% Aug 28, 2025 - Sep 3, 2025 | -0.48% Oct 18, 2016 - Nov 7, 2016 |
| #15 | -0.28% Dec 20, 2023 - Dec 27, 2023 | -0.44% Sep 4, 2019 - Oct 2, 2019 |
Correlation
Correlation between IBTO and STOT is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2016 - 2026)
IBTO vs STOT dividend yield comparison.
| Year | IBTO | STOT |
|---|---|---|
| 2026 | 1.71% | 1.74% |
| 2025 | 4.05% | 4.52% |
| 2024 | 4.23% | 5.10% |
| 2023 | 1.66% | 4.53% |
| 2022 | 0.00% | 2.54% |
| 2021 | 0.00% | 1.76% |
| 2020 | 0.00% | 1.66% |
| 2019 | 0.00% | 2.61% |
| 2018 | 0.00% | 2.50% |
| 2017 | 0.00% | 1.95% |
| 2016 | 0.00% | 2.08% |
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