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ISTB vs EFAV

Comparison between ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB, ETF) and ISHARES MSCI EAFE MIN VOL FACTOR ETF (EFAV, ETF).

5-Year PerformanceEFAV has outperformed ISTB, delivering a return of +6.6% compared to +1.9%

ISTB vs EFAV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ISTB
$5B
Winner
EFAV
$5.10B
Expense Ratio
Winner
ISTB
0.06%
EFAV
0.20%
Max Drawdown
Winner
ISTB
11.76%
EFAV
29.26%
Sharpe Ratio
ISTB
-0.06
Winner
EFAV
0.75
5Y Beta
Winner
ISTB
0.01
EFAV
0.30
5Y Dividends CAGR
Winner
ISTB
16.20%
EFAV
14.66%

ISTB vs EFAV - Historical Returns

Returns include dividend reinvestment.

1M
ISTB
+0.07%
Winner
EFAV
+1.90%
3M
Winner
ISTB
+0.24%
EFAV
-1.08%
6M
ISTB
+0.80%
Winner
EFAV
+5.28%
1Y
ISTB
+3.70%
Winner
EFAV
+12.33%
5Y(CAGR)
ISTB
+1.91%
Winner
EFAV
+6.56%
10Y(CAGR)
ISTB
+2.24%
Winner
EFAV
+6.22%
Max(CAGR)
ISTB
+2.02%
Winner
EFAV
+7.03%

ISTB vs EFAV - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearISTBEFAV
2026+0.76%+6.14%
2025+6.36%+26.40%
2024+4.64%+6.07%
2023+5.44%+11.62%
2022-5.89%-14.94%
2021-0.74%+6.72%
2020+4.69%-0.48%
2019+5.50%+16.95%
2018+1.12%-6.14%
2017+1.76%+22.12%
2016+2.69%-0.60%
2015+0.57%+8.41%
2014+1.20%+5.21%
2013+0.62%+14.45%
2012-0.02%+9.64%
2011N/A-0.77%

ISTB vs EFAV Drawdown Comparison

The maximum drawdown for ISTB was -9.34%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.

The maximum drawdown for EFAV was -27.56%, occurring on Mar 23, 2020. Recovery took 246 trading sessions.

The current ISTB drawdown is -0.13%. The current EFAV drawdown is -3.04%.

RankISTBEFAV
#1-9.34%
Aug 3, 2021 - Jul 11, 2024
-27.56%
Jan 17, 2020 - Jan 8, 2021
#2-6.06%
Mar 6, 2020 - May 15, 2020
-27.44%
Sep 3, 2021 - Jul 31, 2024
#3-2.26%
May 8, 2013 - Aug 13, 2014
-12.25%
Jan 26, 2018 - Jun 20, 2019
#4-1.63%
Sep 7, 2017 - Dec 14, 2018
-11.29%
May 15, 2015 - Apr 18, 2016
#5-1.45%
Oct 21, 2016 - Apr 3, 2017
-10.22%
Sep 6, 2016 - Apr 24, 2017
#6-1.36%
Sep 24, 2024 - Feb 5, 2025
-10.19%
May 8, 2013 - Oct 17, 2013
#7-1.26%
Feb 27, 2026 - Mar 26, 2026
-9.86%
Apr 2, 2012 - Aug 3, 2012
#8-1.19%
Oct 14, 2015 - Mar 11, 2016
-9.83%
Oct 27, 2011 - Mar 1, 2012
#9-1.03%
Apr 3, 2025 - Apr 25, 2025
-8.65%
Sep 16, 2024 - Mar 3, 2025
#10-0.97%
Apr 16, 2015 - Oct 14, 2015
-8.49%
Jul 3, 2014 - Feb 5, 2015
#11-0.80%
Oct 21, 2014 - Jan 14, 2015
-7.49%
Mar 19, 2025 - Apr 15, 2025
#12-0.77%
Sep 4, 2019 - Oct 3, 2019
-7.29%
Apr 19, 2016 - Aug 11, 2016
#13-0.74%
Feb 10, 2021 - Jun 7, 2021
-6.64%
Feb 27, 2026 - Jun 23, 2026
#14-0.73%
Apr 30, 2025 - Jun 4, 2025
-5.21%
Oct 22, 2013 - Feb 18, 2014
#15-0.68%
May 13, 2016 - Jun 8, 2016
-5.03%
Jan 8, 2021 - Apr 15, 2021

Correlation

Correlation between ISTB and EFAV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2011 - 2026)

ISTB vs EFAV dividend yield comparison.

YearISTBEFAV
20262.14%1.87%
20254.12%3.20%
20243.83%3.24%
20232.97%3.08%
20222.01%2.53%
20211.69%2.47%
20202.20%1.33%
20192.75%4.19%
20182.57%3.34%
20172.06%2.45%
20161.90%3.94%
20151.58%2.49%
20141.07%3.57%
20130.60%2.53%
20120.09%1.97%
20110.00%0.46%

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