IGRO vs IBTJ

Comparison between ISHARES INTERNATIONAL DIVIDEND GROWTH ETF (IGRO, ETF) and ISHARES IBONDS DEC 2029 TERM TREASURY ETF (IBTJ, ETF).

5-Year PerformanceIGRO has outperformed IBTJ, delivering a return of +7.8% compared to +0.0%

IGRO vs IBTJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGRO(ETF)	IBTJ(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.15%	0.07%
Max Drawdown	37.05%	23.49%
Sharpe Ratio	1.03	0.08
5Y Beta	0.54	-0.02
5Y Dividends CAGR	9.28%	35.65%

Net Assets

IGRO

$1.20B

IBTJ

$1.20B

Expense Ratio

IGRO

0.15%

Winner

IBTJ

0.07%

Max Drawdown

IGRO

37.05%

Winner

IBTJ

23.49%

Sharpe Ratio

Winner

IGRO

1.03

IBTJ

0.08

5Y Beta

IGRO

0.54

Winner

IBTJ

-0.02

5Y Dividends CAGR

IGRO

9.28%

Winner

IBTJ

35.65%

IGRO vs IBTJ - Historical Returns

Returns include dividend reinvestment.

Period	IGRO	IBTJ
1 month	+1.84%	-0.60%
3 months	-0.27%	-1.09%
6 months	+11.45%	-0.03%
1 year	+16.70%	+3.70%
5 years(CAGR)	+7.81%	+0.02%
10 years(CAGR)	+8.97%	N/A
Max(CAGR)	+9.06%	-0.14%

Winner

IGRO

+1.84%

IBTJ

-0.60%

Winner

IGRO

-0.27%

IBTJ

-1.09%

Winner

IGRO

+11.45%

IBTJ

-0.03%

Winner

IGRO

+16.70%

IBTJ

+3.70%

5Y(CAGR)

Winner

IGRO

+7.81%

IBTJ

+0.02%

10Y(CAGR)

IGRO

+8.97%

IBTJ

N/A

Max(CAGR)

Winner

IGRO

+9.06%

IBTJ

-0.14%

IGRO vs IBTJ - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IGRO	IBTJ
2026	+6.20%	-0.23%
2025	+24.75%	+6.89%
2024	+8.96%	+2.10%
2023	+14.74%	+3.96%
2022	-12.77%	-11.80%
2021	+9.19%	-3.59%
2020	+6.63%	+3.50%
2019	+26.09%	N/A
2018	-13.77%	N/A
2017	+24.28%	N/A
2016	+3.36%	N/A

IGRO vs IBTJ Drawdown Comparison

The maximum drawdown for IGRO was -36.25%, occurring on Mar 23, 2020. Recovery took 218 trading sessions.

The maximum drawdown for IBTJ was -20.19%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current IGRO drawdown is -1.63%. The current IBTJ drawdown is -6.44%.

Rank	IGRO	IBTJ
#1	-36.25% Jan 2, 2020 - Nov 11, 2020	-20.19% Aug 4, 2020 - Oct 20, 2022
#2	-26.02% Jun 15, 2021 - Feb 1, 2024	-5.30% Mar 9, 2020 - Apr 3, 2020
#3	-19.99% Jan 24, 2018 - Nov 6, 2019	-2.27% Apr 21, 2020 - Jul 21, 2020
#4	-11.12% Sep 26, 2024 - Apr 28, 2025	-1.20% Apr 3, 2020 - Apr 15, 2020
#5	-10.00% Feb 26, 2026 - Mar 20, 2026	-0.25% Apr 16, 2020 - Apr 20, 2020
#6	-9.96% Sep 6, 2016 - Feb 23, 2017	-0.24% Jul 23, 2020 - Jul 28, 2020
#7	-9.33% Jun 8, 2016 - Aug 1, 2016	-0.10% Jul 31, 2020 - Aug 4, 2020
#8	-5.57% Jul 31, 2024 - Aug 16, 2024	N/A
#9	-5.10% Mar 8, 2024 - May 9, 2024	N/A
#10	-4.54% Jul 23, 2025 - Aug 22, 2025	N/A
#11	-4.34% Aug 1, 2016 - Sep 6, 2016	N/A
#12	-3.72% Jun 6, 2024 - Jul 10, 2024	N/A
#13	-3.64% Feb 16, 2021 - Mar 11, 2021	N/A
#14	-3.41% Jan 8, 2021 - Feb 16, 2021	N/A
#15	-3.35% Nov 12, 2025 - Nov 28, 2025	N/A

Correlation

Correlation between IGRO and IBTJ is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

0.02

-101

Dividend Comparison (2016 - 2026)

IGRO vs IBTJ dividend yield comparison.

Year	IGRO	IBTJ
2026	0.34%	1.25%
2025	2.51%	3.78%
2024	2.44%	3.95%
2023	2.79%	3.48%
2022	2.69%	1.86%
2021	2.27%	0.74%
2020	2.41%	0.61%
2019	2.65%	0.00%
2018	2.97%	0.00%
2017	2.43%	0.00%
2016	1.18%	0.00%