IBTP vs WDIV
Comparison between ISHARES IBONDS DEC 2034 TERM TREASURY ETF (IBTP, ETF) and STATE STREET(R) SPDR(R) S&P(R) GLOBAL DIVIDEND ETF (WDIV, ETF).
IBTP vs WDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBTP
$267M
WDIV
$266M
Expense Ratio
Winner
IBTP
0.07%
WDIV
0.40%
Max Drawdown
Winner
IBTP
8.50%
WDIV
44.46%
Sharpe Ratio
IBTP
-0.08
Winner
WDIV
1.53
5Y Beta
Winner
IBTP
0.00
WDIV
0.42
5Y Dividends CAGR
IBTP
N/A
WDIV
-0.60%
IBTP vs WDIV - Historical Returns
Returns include dividend reinvestment.
1M
IBTP
-0.61%
Winner
WDIV
+0.09%
3M
IBTP
-2.00%
Winner
WDIV
+2.43%
6M
IBTP
-0.97%
Winner
WDIV
+9.57%
1Y
IBTP
+3.40%
Winner
WDIV
+20.81%
5Y(CAGR)
IBTP
N/A
WDIV
+7.46%
10Y(CAGR)
IBTP
N/A
WDIV
+7.32%
Max(CAGR)
IBTP
+3.74%
Winner
WDIV
+6.92%
IBTP vs WDIV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | IBTP | WDIV |
|---|---|---|
| 2026 | -0.93% | +6.86% |
| 2025 | +8.08% | +27.76% |
| 2024 | +0.42% | +8.02% |
| 2023 | N/A | +7.72% |
| 2022 | N/A | -7.95% |
| 2021 | N/A | +14.56% |
| 2020 | N/A | -10.27% |
| 2019 | N/A | +20.45% |
| 2018 | N/A | -8.95% |
| 2017 | N/A | +18.36% |
| 2016 | N/A | +14.90% |
| 2015 | N/A | -7.16% |
| 2014 | N/A | +6.35% |
| 2013 | N/A | +10.16% |
IBTP vs WDIV Drawdown Comparison
The maximum drawdown for IBTP was -7.40%, occurring on Jan 14, 2025. Recovery took 242 trading sessions.
The maximum drawdown for WDIV was -42.31%, occurring on Mar 23, 2020. Recovery took 312 trading sessions.
The current IBTP drawdown is -3.16%. The current WDIV drawdown is -1.73%.
| Rank | IBTP | WDIV |
|---|---|---|
| #1 | -7.40% Sep 16, 2024 - Sep 4, 2025 | -42.31% Jan 17, 2020 - Apr 15, 2021 |
| #2 | -3.98% Feb 27, 2026 - May 19, 2026 | -22.34% May 15, 2015 - Aug 15, 2016 |
| #3 | -1.93% Jun 14, 2024 - Jul 11, 2024 | -22.15% Jan 14, 2022 - May 17, 2024 |
| #4 | -1.67% Aug 5, 2024 - Sep 4, 2024 | -15.39% Jan 26, 2018 - Oct 21, 2019 |
| #5 | -1.49% Nov 26, 2025 - Feb 12, 2026 | -9.27% Jul 1, 2014 - Feb 24, 2015 |
| #6 | -1.31% Oct 22, 2025 - Nov 25, 2025 | -9.21% Sep 26, 2024 - Apr 22, 2025 |
| #7 | -1.09% Sep 11, 2025 - Oct 14, 2025 | -8.81% Aug 18, 2016 - Jan 25, 2017 |
| #8 | -1.03% Jul 17, 2024 - Jul 30, 2024 | -8.62% Jun 10, 2021 - Jan 14, 2022 |
| #9 | -0.33% Jul 12, 2024 - Jul 16, 2024 | -8.61% Feb 20, 2026 - Mar 20, 2026 |
| #10 | -0.25% Sep 10, 2024 - Sep 16, 2024 | -5.90% Oct 22, 2013 - Feb 24, 2014 |
| #11 | -0.23% Feb 13, 2026 - Feb 23, 2026 | -5.90% May 30, 2013 - Jul 11, 2013 |
| #12 | -0.21% Oct 16, 2025 - Oct 21, 2025 | -5.39% Feb 25, 2015 - Apr 16, 2015 |
| #13 | -0.13% Sep 8, 2025 - Sep 10, 2025 | -4.23% Jul 31, 2024 - Aug 15, 2024 |
| #14 | -0.11% Feb 23, 2026 - Feb 26, 2026 | -4.19% May 17, 2024 - Jul 12, 2024 |
| #15 | -0.08% Oct 14, 2025 - Oct 16, 2025 | -3.83% Aug 8, 2013 - Sep 10, 2013 |
Correlation
Correlation between IBTP and WDIV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2013 - 2026)
IBTP vs WDIV dividend yield comparison.
| Year | IBTP | WDIV |
|---|---|---|
| 2026 | 1.65% | 0.55% |
| 2025 | 3.92% | 4.27% |
| 2024 | 1.78% | 4.63% |
| 2023 | 0.00% | 4.73% |
| 2022 | 0.00% | 5.12% |
| 2021 | 0.00% | 4.15% |
| 2020 | 0.00% | 5.55% |
| 2019 | 0.00% | 3.99% |
| 2018 | 0.00% | 4.42% |
| 2017 | 0.00% | 3.62% |
| 2016 | 0.00% | 4.32% |
| 2015 | 0.00% | 5.03% |
| 2014 | 0.00% | 4.74% |
| 2013 | 0.00% | 2.17% |
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