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IBTQ vs VGMS

Comparison between ISHARES IBONDS DEC 2035 TERM TREASURY ETF (IBTQ, ETF) and VANGUARD MULTI-SECTOR INCOME BOND ETF ETF SHARES (VGMS, ETF).

IBTQ vs VGMS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IBTQ
$236M
VGMS
$235M
Expense Ratio
Winner
IBTQ
0.07%
VGMS
0.30%
Max Drawdown
IBTQ
5.29%
Winner
VGMS
2.90%
Sharpe Ratio
IBTQ
-0.25
Winner
VGMS
0.45
5Y Beta
Winner
IBTQ
0.01
VGMS
0.16

IBTQ vs VGMS - Historical Returns

Returns include dividend reinvestment.

1M
IBTQ
-1.07%
Winner
VGMS
-0.50%
3M
IBTQ
-1.67%
Winner
VGMS
-0.02%
6M
IBTQ
-1.31%
Winner
VGMS
+0.52%
1Y
IBTQ
+2.24%
Winner
VGMS
+4.86%
Max(CAGR)
IBTQ
+2.60%
Winner
VGMS
+5.77%

IBTQ vs VGMS - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearIBTQVGMS
2026-1.48%+0.84%
2025+5.09%+5.43%

IBTQ vs VGMS Drawdown Comparison

The maximum drawdown for IBTQ was -4.26%, occurring on May 19, 2026. This drawdown has not yet recovered.

The maximum drawdown for VGMS was -2.46%, occurring on Mar 27, 2026. Recovery took 38 trading sessions.

The current IBTQ drawdown is -3.78%. The current VGMS drawdown is -0.92%.

RankIBTQVGMS
#1-4.26%
Feb 27, 2026 - May 19, 2026
-2.46%
Feb 23, 2026 - Apr 17, 2026
#2-3.90%
Apr 4, 2025 - Aug 28, 2025
-1.25%
Apr 17, 2026 - May 29, 2026
#3-1.60%
Nov 26, 2025 - Feb 12, 2026
-0.92%
Jul 6, 2026 - Jul 23, 2026
#4-1.45%
Oct 22, 2025 - Nov 25, 2025
-0.77%
Oct 27, 2025 - Nov 25, 2025
#5-1.09%
Sep 11, 2025 - Oct 10, 2025
-0.66%
Oct 2, 2025 - Oct 15, 2025
#6-0.52%
Aug 28, 2025 - Sep 4, 2025
-0.60%
May 29, 2026 - Jun 15, 2026
#7-0.29%
Sep 8, 2025 - Sep 10, 2025
-0.56%
Jul 1, 2025 - Jul 22, 2025
#8-0.23%
Feb 13, 2026 - Feb 23, 2026
-0.36%
Aug 13, 2025 - Aug 22, 2025
#9-0.14%
Oct 16, 2025 - Oct 20, 2025
-0.36%
Sep 15, 2025 - Oct 2, 2025
#10-0.12%
Apr 1, 2025 - Apr 3, 2025
-0.35%
Jun 16, 2026 - Jun 24, 2026
#11-0.11%
Mar 26, 2025 - Mar 28, 2025
-0.33%
Dec 3, 2025 - Dec 18, 2025
#12-0.10%
Oct 14, 2025 - Oct 16, 2025
-0.28%
Aug 28, 2025 - Sep 3, 2025
#13-0.10%
Feb 23, 2026 - Feb 26, 2026
-0.25%
Aug 22, 2025 - Aug 28, 2025
#14N/A-0.25%
Nov 28, 2025 - Dec 3, 2025
#15N/A-0.25%
Jun 12, 2025 - Jun 18, 2025

Correlation

Correlation between IBTQ and VGMS is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (2025 - 2026)

IBTQ vs VGMS dividend yield comparison.

YearIBTQVGMS
20261.95%2.63%
20252.80%2.94%

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