IBTP vs HEEM
Comparison between ISHARES IBONDS DEC 2034 TERM TREASURY ETF (IBTP, ETF) and ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF (HEEM, ETF).
IBTP vs HEEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBTP
$276M
HEEM
$275M
Expense Ratio
Winner
IBTP
0.07%
HEEM
0.72%
Max Drawdown
Winner
IBTP
8.50%
HEEM
35.35%
Sharpe Ratio
IBTP
0.08
Winner
HEEM
2.12
5Y Beta
Winner
IBTP
0.00
HEEM
0.73
5Y Dividends CAGR
IBTP
N/A
HEEM
14.21%
IBTP vs HEEM - Historical Returns
Returns include dividend reinvestment.
1M
IBTP
+0.14%
Winner
HEEM
+3.60%
3M
IBTP
-0.61%
Winner
HEEM
+18.85%
6M
IBTP
-0.15%
Winner
HEEM
+28.40%
1Y
IBTP
+3.56%
Winner
HEEM
+53.43%
5Y(CAGR)
IBTP
N/A
HEEM
+9.83%
10Y(CAGR)
IBTP
N/A
HEEM
+11.24%
Max(CAGR)
IBTP
+4.00%
Winner
HEEM
+8.51%
IBTP vs HEEM - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | IBTP | HEEM |
|---|---|---|
| 2026 | -0.38% | +22.58% |
| 2025 | +8.08% | +34.47% |
| 2024 | +0.42% | +13.00% |
| 2023 | N/A | +8.27% |
| 2022 | N/A | -17.43% |
| 2021 | N/A | -2.74% |
| 2020 | N/A | +15.36% |
| 2019 | N/A | +17.92% |
| 2018 | N/A | -12.68% |
| 2017 | N/A | +26.04% |
| 2016 | N/A | +11.00% |
| 2015 | N/A | -9.15% |
| 2014 | N/A | -1.12% |
IBTP vs HEEM Drawdown Comparison
The maximum drawdown for IBTP was -7.40%, occurring on Jan 14, 2025. Recovery took 242 trading sessions.
The maximum drawdown for HEEM was -33.53%, occurring on Oct 24, 2022. Recovery took 1097 trading sessions.
The current IBTP drawdown is -2.62%. The current HEEM drawdown is -3.95%.
| Rank | IBTP | HEEM |
|---|---|---|
| #1 | -7.40% Sep 16, 2024 - Sep 4, 2025 | -33.53% Feb 17, 2021 - Jul 1, 2025 |
| #2 | -3.98% Feb 27, 2026 - May 19, 2026 | -28.82% Jan 26, 2018 - Aug 5, 2020 |
| #3 | -1.93% Jun 14, 2024 - Jul 11, 2024 | -27.54% Apr 27, 2015 - Jul 11, 2017 |
| #4 | -1.67% Aug 5, 2024 - Sep 4, 2024 | -10.83% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -1.49% Nov 26, 2025 - Feb 12, 2026 | -8.71% Nov 21, 2014 - Jan 22, 2015 |
| #6 | -1.31% Oct 22, 2025 - Nov 25, 2025 | -8.01% Jun 2, 2026 - Jun 10, 2026 |
| #7 | -1.09% Sep 11, 2025 - Oct 14, 2025 | -5.70% Aug 26, 2020 - Oct 12, 2020 |
| #8 | -1.03% Jul 17, 2024 - Jul 30, 2024 | -5.39% Nov 21, 2017 - Jan 2, 2018 |
| #9 | -0.33% Jul 12, 2024 - Jul 16, 2024 | -5.25% Jan 25, 2021 - Feb 5, 2021 |
| #10 | -0.25% Sep 10, 2024 - Sep 16, 2024 | -4.29% Feb 20, 2015 - Apr 2, 2015 |
| #11 | -0.23% Feb 13, 2026 - Feb 23, 2026 | -4.17% Oct 8, 2025 - Oct 20, 2025 |
| #12 | -0.21% Oct 16, 2025 - Oct 21, 2025 | -4.14% Oct 29, 2025 - Dec 4, 2025 |
| #13 | -0.13% Sep 8, 2025 - Sep 10, 2025 | -4.13% May 11, 2026 - May 26, 2026 |
| #14 | -0.11% Feb 23, 2026 - Feb 26, 2026 | -3.56% Jan 22, 2015 - Feb 13, 2015 |
| #15 | -0.08% Oct 14, 2025 - Oct 16, 2025 | -3.36% Oct 6, 2014 - Oct 31, 2014 |
Correlation
Correlation between IBTP and HEEM is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2014 - 2026)
IBTP vs HEEM dividend yield comparison.
| Year | IBTP | HEEM |
|---|---|---|
| 2026 | 1.64% | 0.00% |
| 2025 | 3.92% | 3.98% |
| 2024 | 1.78% | 2.38% |
| 2023 | 0.00% | 2.75% |
| 2022 | 0.00% | 7.49% |
| 2021 | 0.00% | 1.93% |
| 2020 | 0.00% | 1.49% |
| 2019 | 0.00% | 3.04% |
| 2018 | 0.00% | 2.37% |
| 2017 | 0.00% | 2.05% |
| 2016 | 0.00% | 1.84% |
| 2015 | 0.00% | 6.28% |
| 2014 | 0.00% | 2.04% |
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