IBTR vs BDCZ
Comparison between iShares iBonds Dec 2036 Term Treasury ETF (IBTR, ETF) and BDCZ (BDCZ, ETF).
IBTR vs BDCZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBTR
$11M
Winner
BDCZ
$11M
Expense Ratio
Winner
IBTR
0.07%
BDCZ
0.85%
Max Drawdown
Winner
IBTR
3.25%
BDCZ
62.33%
Sharpe Ratio
IBTR
-1.07
Winner
BDCZ
-0.77
5Y Beta
Winner
IBTR
0.18
BDCZ
0.63
5Y Dividends CAGR
IBTR
N/A
BDCZ
7.93%
IBTR vs BDCZ - Historical Returns
Returns include dividend reinvestment.
1M
IBTR
-1.18%
Winner
BDCZ
+1.59%
3M
Winner
IBTR
-1.72%
BDCZ
-2.00%
6M
IBTR
N/A
BDCZ
-8.93%
1Y
IBTR
N/A
BDCZ
-15.32%
5Y(CAGR)
IBTR
N/A
BDCZ
+3.72%
10Y(CAGR)
IBTR
N/A
BDCZ
+6.14%
Max(CAGR)
IBTR
-1.90%
Winner
BDCZ
+5.75%
IBTR vs BDCZ - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | IBTR | BDCZ |
|---|---|---|
| 2026 | -0.62% | -7.86% |
| 2025 | N/A | -4.75% |
| 2024 | N/A | +12.06% |
| 2023 | N/A | +24.17% |
| 2022 | N/A | -9.45% |
| 2021 | N/A | +35.54% |
| 2020 | N/A | -11.39% |
| 2019 | N/A | +24.15% |
| 2018 | N/A | -7.79% |
| 2017 | N/A | -1.13% |
| 2016 | N/A | +23.60% |
| 2015 | N/A | -4.61% |
IBTR vs BDCZ Drawdown Comparison
The maximum drawdown for IBTR was -2.88%, occurring on May 19, 2026. This drawdown has not yet recovered.
The maximum drawdown for BDCZ was -55.63%, occurring on Mar 23, 2020. Recovery took 266 trading sessions.
The current IBTR drawdown is -2.29%. The current BDCZ drawdown is -16.70%.
| Rank | IBTR | BDCZ |
|---|---|---|
| #1 | -2.88% Apr 17, 2026 - May 19, 2026 | -55.63% Feb 20, 2020 - Mar 11, 2021 |
| #2 | -0.45% Apr 14, 2026 - Apr 17, 2026 | -23.11% Apr 20, 2022 - Jul 26, 2023 |
| #3 | -0.20% Apr 2, 2026 - Apr 8, 2026 | -21.09% Aug 28, 2017 - Nov 29, 2019 |
| #4 | -0.18% Apr 8, 2026 - Apr 14, 2026 | -20.81% Feb 19, 2025 - Mar 27, 2026 |
| #5 | -0.13% Mar 31, 2026 - Apr 2, 2026 | -13.10% Dec 2, 2015 - Jul 12, 2016 |
| #6 | -0.07% Mar 26, 2026 - Mar 30, 2026 | -9.11% Jun 28, 2024 - Nov 29, 2024 |
| #7 | N/A | -6.36% Apr 10, 2017 - Aug 28, 2017 |
| #8 | N/A | -6.20% Sep 25, 2023 - Nov 14, 2023 |
| #9 | N/A | -5.98% Oct 9, 2015 - Dec 2, 2015 |
| #10 | N/A | -5.80% Apr 29, 2021 - May 27, 2021 |
| #11 | N/A | -5.75% Jan 12, 2022 - Feb 7, 2022 |
| #12 | N/A | -5.36% Nov 8, 2021 - Jan 4, 2022 |
| #13 | N/A | -4.64% Feb 8, 2022 - Apr 1, 2022 |
| #14 | N/A | -4.19% Aug 13, 2021 - Oct 6, 2021 |
| #15 | N/A | -4.16% Jun 14, 2021 - Aug 13, 2021 |
Correlation
Correlation between IBTR and BDCZ is -0.19 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.19
-101
Dividend Comparison (2016 - 2026)
IBTR vs BDCZ dividend yield comparison.
| Year | IBTR | BDCZ |
|---|---|---|
| 2026 | 1.01% | 9.11% |
| 2025 | 0.00% | 10.65% |
| 2024 | 0.00% | 9.26% |
| 2023 | 0.00% | 9.13% |
| 2022 | 0.00% | 9.39% |
| 2021 | 0.00% | 7.49% |
| 2020 | 0.00% | 10.01% |
| 2019 | 0.00% | 8.40% |
| 2018 | 0.00% | 9.66% |
| 2017 | 0.00% | 8.74% |
| 2016 | 0.00% | 7.98% |
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