IBTP vs BTAL
Comparison between ISHARES IBONDS DEC 2034 TERM TREASURY ETF (IBTP, ETF) and AGF U.S. MARKET NEUTRAL ANTI-BETA FUND (BTAL, ETF).
IBTP vs BTAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBTP
$276M
BTAL
$276M
Expense Ratio
Winner
IBTP
0.07%
BTAL
1.40%
Max Drawdown
Winner
IBTP
8.50%
BTAL
56.68%
Sharpe Ratio
Winner
IBTP
0.08
BTAL
-2.02
5Y Beta
IBTP
0.00
Winner
BTAL
-0.84
IBTP vs BTAL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBTP
+0.14%
BTAL
-4.41%
3M
Winner
IBTP
-0.61%
BTAL
-19.99%
6M
Winner
IBTP
-0.15%
BTAL
-19.28%
1Y
Winner
IBTP
+3.56%
BTAL
-36.62%
5Y(CAGR)
IBTP
N/A
BTAL
-4.95%
10Y(CAGR)
IBTP
N/A
BTAL
-4.98%
Max(CAGR)
Winner
IBTP
+4.00%
BTAL
-4.04%
IBTP vs BTAL - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | IBTP | BTAL |
|---|---|---|
| 2026 | -0.38% | -18.22% |
| 2025 | +8.08% | -19.89% |
| 2024 | +0.42% | +10.73% |
| 2023 | N/A | -16.21% |
| 2022 | N/A | +21.71% |
| 2021 | N/A | -7.35% |
| 2020 | N/A | -13.74% |
| 2019 | N/A | +2.04% |
| 2018 | N/A | +16.45% |
| 2017 | N/A | -1.13% |
| 2016 | N/A | -5.06% |
| 2015 | N/A | +4.33% |
| 2014 | N/A | +8.06% |
| 2013 | N/A | -11.09% |
| 2012 | N/A | -7.04% |
| 2011 | N/A | -2.50% |
IBTP vs BTAL Drawdown Comparison
The maximum drawdown for IBTP was -7.40%, occurring on Jan 14, 2025. Recovery took 242 trading sessions.
The maximum drawdown for BTAL was -50.29%, occurring on Jun 2, 2026. This drawdown has not yet recovered.
The current IBTP drawdown is -2.62%. The current BTAL drawdown is -50.25%.
| Rank | IBTP | BTAL |
|---|---|---|
| #1 | -7.40% Sep 16, 2024 - Sep 4, 2025 | -50.29% Mar 12, 2020 - Jun 2, 2026 |
| #2 | -3.98% Feb 27, 2026 - May 19, 2026 | -29.52% Oct 3, 2011 - Mar 9, 2020 |
| #3 | -1.93% Jun 14, 2024 - Jul 11, 2024 | -2.13% Sep 26, 2011 - Sep 29, 2011 |
| #4 | -1.67% Aug 5, 2024 - Sep 4, 2024 | -1.62% Sep 13, 2011 - Sep 21, 2011 |
| #5 | -1.49% Nov 26, 2025 - Feb 12, 2026 | -1.46% Mar 9, 2020 - Mar 12, 2020 |
| #6 | -1.31% Oct 22, 2025 - Nov 25, 2025 | N/A |
| #7 | -1.09% Sep 11, 2025 - Oct 14, 2025 | N/A |
| #8 | -1.03% Jul 17, 2024 - Jul 30, 2024 | N/A |
| #9 | -0.33% Jul 12, 2024 - Jul 16, 2024 | N/A |
| #10 | -0.25% Sep 10, 2024 - Sep 16, 2024 | N/A |
| #11 | -0.23% Feb 13, 2026 - Feb 23, 2026 | N/A |
| #12 | -0.21% Oct 16, 2025 - Oct 21, 2025 | N/A |
| #13 | -0.13% Sep 8, 2025 - Sep 10, 2025 | N/A |
| #14 | -0.11% Feb 23, 2026 - Feb 26, 2026 | N/A |
| #15 | -0.08% Oct 14, 2025 - Oct 16, 2025 | N/A |
Correlation
Correlation between IBTP and BTAL is -0.76 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.76
-101
Dividend Comparison (2011 - 2026)
IBTP vs BTAL dividend yield comparison.
| Year | IBTP | BTAL |
|---|---|---|
| 2026 | 1.64% | 0.00% |
| 2025 | 3.92% | 2.49% |
| 2024 | 1.78% | 3.49% |
| 2023 | 0.00% | 6.14% |
| 2022 | 0.00% | 1.01% |
| 2019 | 0.00% | 0.88% |
| 2018 | 0.00% | 0.39% |
| 2012 | 0.00% | 0.00% |
| 2011 | 0.00% | 1.80% |
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