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ISTB vs TDIV

Comparison between ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB, ETF) and FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND (TDIV, ETF).

5-Year PerformanceTDIV has outperformed ISTB, delivering a return of +17.4% compared to +1.9%

ISTB vs TDIV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ISTB
$4.70B
TDIV
$4.70B
Expense Ratio
Winner
ISTB
0.06%
TDIV
0.50%
Max Drawdown
Winner
ISTB
11.76%
TDIV
33.00%
Sharpe Ratio
ISTB
0.01
Winner
TDIV
1.45
5Y Beta
Winner
ISTB
0.02
TDIV
1.18
P/E Ratio
ISTB
N/A
TDIV
26.74
Forward P/E
ISTB
N/A
TDIV
20.55
PEG Ratio
ISTB
N/A
TDIV
0.11
5Y Dividends CAGR
Winner
ISTB
15.52%
TDIV
7.10%
5Y EPS CAGR
ISTB
N/A
TDIV
12.68%
P/S Ratio
ISTB
N/A
TDIV
0.12
P/B Ratio
ISTB
N/A
TDIV
5.16

ISTB vs TDIV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ISTB
+0.27%
TDIV
-0.89%
3M
ISTB
+0.60%
Winner
TDIV
+20.87%
6M
ISTB
+0.69%
Winner
TDIV
+18.00%
1Y
ISTB
+3.65%
Winner
TDIV
+34.01%
5Y(CAGR)
ISTB
+1.92%
Winner
TDIV
+17.40%
10Y(CAGR)
ISTB
+2.27%
Winner
TDIV
+18.03%
Max(CAGR)
ISTB
+2.33%
Winner
TDIV
+16.06%

ISTB vs TDIV - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearISTBTDIV
2026+0.51%+18.59%
2025+6.36%+25.23%
2024+4.64%+26.42%
2023+5.44%+36.86%
2022-5.89%-23.15%
2021-0.74%+31.03%
2020+4.69%+15.75%
2019+5.50%+32.74%
2018+1.12%-4.28%
2017+1.76%+20.89%
2016+3.68%+21.22%
2015+2.16%-6.34%
2014+2.28%+17.17%
2013+1.23%+26.27%
2012+0.07%-2.06%

ISTB vs TDIV Drawdown Comparison

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

The maximum drawdown for TDIV was -31.97%, occurring on Oct 12, 2022. Recovery took 486 trading sessions.

The current ISTB drawdown is -0.38%. The current TDIV drawdown is -10.47%.

RankISTBTDIV
#1-9.34%
Aug 3, 2021 - Jul 11, 2024
-31.97%
Jan 4, 2022 - Dec 11, 2023
#2-6.06%
Mar 6, 2020 - May 15, 2020
-31.59%
Feb 12, 2020 - Aug 28, 2020
#3-2.15%
May 8, 2013 - Feb 18, 2014
-23.00%
Feb 20, 2025 - Jun 5, 2025
#4-1.63%
Sep 7, 2017 - Dec 14, 2018
-18.49%
Oct 3, 2018 - Mar 15, 2019
#5-1.45%
Oct 21, 2016 - Apr 3, 2017
-18.41%
Feb 24, 2015 - Jul 12, 2016
#6-1.36%
Sep 24, 2024 - Feb 5, 2025
-12.13%
Apr 23, 2019 - Jul 23, 2019
#7-1.26%
Feb 27, 2026 - Mar 26, 2026
-11.43%
Jul 16, 2024 - Sep 24, 2024
#8-1.03%
Apr 3, 2025 - Apr 25, 2025
-11.35%
Jun 2, 2026 - Jun 10, 2026
#9-0.87%
Oct 14, 2015 - Feb 2, 2016
-10.72%
Oct 28, 2025 - Apr 16, 2026
#10-0.77%
Sep 4, 2019 - Oct 3, 2019
-10.54%
Sep 2, 2020 - Nov 16, 2020
#11-0.74%
Feb 10, 2021 - Jun 7, 2021
-10.17%
Jan 26, 2018 - Mar 9, 2018
#12-0.73%
Apr 30, 2025 - Jun 4, 2025
-9.71%
Sep 14, 2012 - Jan 14, 2013
#13-0.70%
Apr 16, 2015 - Jul 8, 2015
-9.36%
Sep 18, 2014 - Nov 18, 2014
#14-0.68%
May 13, 2016 - Jun 3, 2016
-8.90%
Jul 24, 2019 - Oct 28, 2019
#15-0.57%
Oct 21, 2014 - Jan 2, 2015
-8.25%
Mar 12, 2018 - Aug 24, 2018

Correlation

Correlation between ISTB and TDIV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2012 - 2026)

ISTB vs TDIV dividend yield comparison.

YearISTBTDIV
20261.78%0.27%
20254.12%1.40%
20243.83%1.59%
20232.97%1.74%
20222.01%2.51%
20211.69%1.76%
20202.20%2.07%
20192.75%2.27%
20182.57%2.97%
20172.06%2.27%
20162.86%2.45%
20153.16%2.52%
20142.13%2.80%
20131.20%2.31%
20120.17%1.04%

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