IEF vs BIL

Comparison between ISHARES 7-10 YEAR TREASURY BOND ETF (IEF, ETF) and SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL, ETF).

5-Year PerformanceBIL has outperformed IEF, delivering a return of +3.4% compared to -0.9%

IEF vs BIL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IEF(ETF)	BIL(ETF)
Net Assets	$49B	$50B
Expense Ratio	0.15%	0.14%
Max Drawdown	27.72%	1.36%
Sharpe Ratio	0.05	1.34
5Y Beta	-0.00	-0.00
5Y Dividends CAGR	29.93%	194.32%

Net Assets

IEF

$49B

Winner

BIL

$50B

Expense Ratio

IEF

0.15%

Winner

BIL

0.14%

Max Drawdown

IEF

27.72%

Winner

BIL

1.36%

Sharpe Ratio

IEF

0.05

Winner

BIL

1.34

5Y Beta

Winner

IEF

-0.00

BIL

-0.00

5Y Dividends CAGR

IEF

29.93%

Winner

BIL

194.32%

IEF vs BIL - Historical Returns

Returns include dividend reinvestment.

Period	IEF	BIL
1 month	-0.20%	+0.31%
3 months	-0.23%	+0.87%
6 months	+0.10%	+1.79%
1 year	+4.64%	+3.94%
5 years(CAGR)	-0.94%	+3.36%
10 years(CAGR)	+0.74%	+2.16%
Max(CAGR)	+3.44%	+1.35%

IEF

-0.20%

Winner

BIL

+0.31%

IEF

-0.23%

Winner

BIL

+0.87%

IEF

+0.10%

Winner

BIL

+1.79%

Winner

IEF

+4.64%

BIL

+3.94%

5Y(CAGR)

IEF

-0.94%

Winner

BIL

+3.36%

10Y(CAGR)

IEF

+0.74%

Winner

BIL

+2.16%

Max(CAGR)

Winner

IEF

+3.44%

BIL

+1.35%

IEF vs BIL - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	IEF	BIL
2026	+0.11%	+1.20%
2025	+7.97%	+4.13%
2024	-0.26%	+5.18%
2023	+2.84%	+4.93%
2022	-14.36%	+1.41%
2021	-3.35%	-0.10%
2020	+9.50%	+0.37%
2019	+7.80%	+2.04%
2018	+1.32%	+1.73%
2017	+2.60%	+0.64%
2016	+0.58%	+0.09%
2015	+1.00%	-0.11%
2014	+8.64%	-0.07%
2013	-5.66%	-0.09%
2012	+4.33%	-0.02%
2011	+16.00%	-0.06%
2010	+9.10%	+0.00%
2009	-5.23%	+0.25%
2008	+17.07%	+1.50%
2007	+10.05%	+2.50%
2006	+2.53%	N/A
2005	+2.44%	N/A
2004	+4.97%	N/A
2003	+3.73%	N/A
2002	+6.25%	N/A

IEF vs BIL Drawdown Comparison

The maximum drawdown for IEF was -23.92%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for BIL was -0.78%, occurring on Dec 9, 2015. Recovery took 2321 trading sessions.

The current IEF drawdown is -10.74%.

Rank	IEF	BIL
#1	-23.92% Aug 4, 2020 - Oct 19, 2023	-0.78% Sep 29, 2008 - Dec 15, 2017
#2	-10.40% Dec 30, 2008 - Jun 28, 2010	-0.63% Sep 17, 2008 - Sep 29, 2008
#3	-9.07% May 1, 2013 - Oct 14, 2014	-0.24% Aug 20, 2007 - Sep 7, 2007
#4	-8.81% Jul 8, 2016 - May 28, 2019	-0.21% Mar 20, 2020 - Aug 2, 2022
#5	-8.53% Jun 13, 2003 - Mar 16, 2004	-0.17% Mar 19, 2008 - Jun 2, 2008
#6	-8.01% Oct 11, 2010 - Jul 13, 2011	-0.15% Jul 16, 2008 - Aug 5, 2008
#7	-7.21% Mar 16, 2004 - Sep 22, 2004	-0.13% Jan 2, 2008 - Jan 14, 2008
#8	-6.18% Mar 20, 2008 - Sep 15, 2008	-0.13% Sep 25, 2007 - Oct 4, 2007
#9	-5.37% Sep 17, 2008 - Nov 19, 2008	-0.11% Oct 4, 2007 - Oct 8, 2007
#10	-5.35% Jan 30, 2015 - Jan 28, 2016	-0.11% Sep 10, 2007 - Sep 12, 2007
#11	-4.91% Jun 1, 2005 - Sep 21, 2006	-0.11% Jan 24, 2008 - Jan 29, 2008
#12	-4.68% Mar 9, 2020 - Apr 1, 2020	-0.10% Jun 27, 2008 - Jul 10, 2008
#13	-4.40% Sep 22, 2011 - Dec 19, 2011	-0.09% Jun 2, 2008 - Jun 10, 2008
#14	-4.03% Oct 9, 2002 - Feb 13, 2003	-0.09% Jun 11, 2007 - Jun 14, 2007
#15	-3.91% Feb 9, 2005 - May 5, 2005	-0.09% Sep 17, 2007 - Sep 24, 2007

Correlation

Correlation between IEF and BIL is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51

-101

Dividend Comparison (2002 - 2026)

IEF vs BIL dividend yield comparison.

Year	IEF	BIL
2026	1.29%	1.15%
2025	3.77%	4.13%
2024	3.62%	5.03%
2023	2.91%	4.93%
2022	1.96%	1.35%
2021	0.83%	0.00%
2020	1.08%	0.30%
2019	2.08%	2.05%
2018	2.24%	1.66%
2017	1.82%	0.68%
2016	1.81%	0.07%
2015	1.90%	0.00%
2014	2.05%	0.00%
2013	1.77%	0.00%
2012	1.79%	0.00%
2011	2.55%	0.00%
2010	3.24%	0.00%
2009	3.96%	0.09%
2008	3.71%	1.58%
2007	4.29%	2.50%
2006	4.23%	0.00%
2005	3.87%	0.00%
2004	3.74%	0.00%
2003	3.80%	0.00%
2002	2.07%	0.00%