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IUSB vs TLT

Comparison between ISHARES CORE UNIVERSAL USD BOND ETF (IUSB, ETF) and ISHARES 20+ YEAR TREASURY BOND ETF (TLT, ETF).

5-Year PerformanceIUSB has outperformed TLT, delivering a return of +0.1% compared to -7.7%

IUSB vs TLT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IUSB
$43B
TLT
$41B
Expense Ratio
Winner
IUSB
0.06%
TLT
0.15%
Max Drawdown
Winner
IUSB
22.73%
TLT
51.76%
Sharpe Ratio
Winner
IUSB
0.04
TLT
-0.08
5Y Beta
Winner
IUSB
0.05
TLT
0.06
5Y Dividends CAGR
IUSB
9.78%
Winner
TLT
12.46%

IUSB vs TLT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IUSB
-0.47%
TLT
-2.46%
3M
Winner
IUSB
-0.61%
TLT
-2.26%
6M
Winner
IUSB
-0.09%
TLT
-2.00%
1Y
Winner
IUSB
+3.65%
TLT
+1.72%
5Y(CAGR)
Winner
IUSB
+0.12%
TLT
-7.69%
10Y(CAGR)
Winner
IUSB
+1.74%
TLT
-2.21%
Max(CAGR)
IUSB
+2.15%
Winner
TLT
+3.56%

IUSB vs TLT - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearIUSBTLT
2026+0.09%-1.69%
2025+7.38%+3.96%
2024+2.60%-7.53%
2023+5.66%+0.84%
2022-12.47%-29.39%
2021-1.17%-4.49%
2020+7.38%+16.83%
2019+8.95%+13.52%
2018-0.27%-0.53%
2017+3.93%+8.72%
2016+3.83%+0.45%
2015+0.06%-2.87%
2014+1.90%+26.91%
2013N/A-12.20%
2012N/A+4.20%
2011N/A+34.98%
2010N/A+9.14%
2009N/A-19.78%
2008N/A+32.03%
2007N/A+9.50%
2006N/A+0.84%
2005N/A+8.37%
2004N/A+10.01%
2003N/A+4.32%
2002N/A+9.75%

IUSB vs TLT Drawdown Comparison

The maximum drawdown for IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 1205 trading sessions.

The maximum drawdown for TLT was -48.35%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current IUSB drawdown is -1.68%. The current TLT drawdown is -41.38%.

RankIUSBTLT
#1-17.90%
Dec 31, 2020 - Oct 20, 2025
-48.35%
Aug 4, 2020 - Oct 19, 2023
#2-9.90%
Mar 6, 2020 - Jun 10, 2020
-26.58%
Dec 30, 2008 - Aug 18, 2011
#3-4.01%
Sep 7, 2016 - Jul 21, 2017
-20.48%
Jul 25, 2012 - Dec 10, 2014
#4-3.26%
Sep 7, 2017 - Jan 30, 2019
-17.88%
Jul 8, 2016 - Jul 2, 2019
#5-2.58%
Apr 24, 2015 - Mar 16, 2016
-15.80%
Jan 30, 2015 - Jun 9, 2016
#6-2.53%
Feb 27, 2026 - May 19, 2026
-15.73%
Mar 9, 2020 - Apr 21, 2020
#7-1.78%
Sep 4, 2019 - Oct 4, 2019
-15.69%
Jun 13, 2003 - Dec 15, 2004
#8-1.69%
Jan 30, 2015 - Mar 24, 2015
-10.91%
Oct 3, 2011 - Dec 19, 2011
#9-1.54%
Aug 4, 2020 - Dec 30, 2020
-10.82%
Jun 30, 2005 - Nov 24, 2006
#10-1.31%
Oct 4, 2019 - Jan 3, 2020
-10.41%
Dec 19, 2011 - May 17, 2012
#11-0.99%
Oct 28, 2025 - Nov 26, 2025
-8.63%
Apr 21, 2020 - Jul 30, 2020
#12-0.85%
Aug 15, 2014 - Oct 7, 2014
-8.24%
Aug 28, 2019 - Feb 20, 2020
#13-0.76%
Jul 8, 2016 - Jul 29, 2016
-8.03%
Dec 4, 2006 - Aug 31, 2007
#14-0.75%
Nov 26, 2025 - Jan 14, 2026
-7.49%
Mar 20, 2008 - Sep 4, 2008
#15-0.72%
Oct 20, 2014 - Nov 26, 2014
-6.68%
Sep 24, 2002 - Feb 20, 2003

Correlation

Correlation between IUSB and TLT is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43
-101

Dividend Comparison (2002 - 2026)

IUSB vs TLT dividend yield comparison.

YearIUSBTLT
20262.12%2.33%
20254.17%4.43%
20244.04%4.30%
20233.46%3.38%
20222.53%2.67%
20211.74%1.50%
20202.68%1.50%
20193.04%2.27%
20182.98%2.63%
20172.56%2.43%
20162.60%2.60%
20151.95%2.61%
20141.39%2.67%
20130.00%3.26%
20120.00%2.68%
20110.00%3.30%
20100.00%4.16%
20090.00%4.05%
20080.00%3.49%
20070.00%4.50%
20060.00%4.52%
20050.00%4.55%
20040.00%4.68%
20030.00%5.30%
20020.00%2.19%

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