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IWB vs BIL

Comparison between ISHARES RUSSELL 1000 ETF (IWB, ETF) and SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL, ETF).

5-Year PerformanceIWB has outperformed BIL, delivering a return of +13.3% compared to +3.4%

IWB vs BIL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWB
$46B
Winner
BIL
$46B
Expense Ratio
IWB
0.15%
Winner
BIL
0.14%
Max Drawdown
IWB
56.43%
Winner
BIL
1.36%
Sharpe Ratio
Winner
IWB
1.94
BIL
1.19
5Y Beta
IWB
0.98
Winner
BIL
-0.00
P/E Ratio
IWB
27.79
BIL
N/A
Forward P/E
IWB
21.28
BIL
N/A
5Y Dividends CAGR
IWB
9.65%
Winner
BIL
194.32%
5Y EPS CAGR
IWB
25.49%
BIL
N/A
Debt to Equity
IWB
39.40%
BIL
N/A
P/S Ratio
IWB
3.12
BIL
N/A
P/B Ratio
IWB
4.91
BIL
N/A

IWB vs BIL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IWB
+7.51%
BIL
+0.30%
3M
Winner
IWB
+8.44%
BIL
+0.83%
6M
Winner
IWB
+10.45%
BIL
+1.79%
1Y
Winner
IWB
+26.59%
BIL
+3.91%
5Y(CAGR)
Winner
IWB
+13.29%
BIL
+3.37%
10Y(CAGR)
Winner
IWB
+15.30%
BIL
+2.17%
Max(CAGR)
Winner
IWB
+8.53%
BIL
+1.35%

IWB vs BIL - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIWBBIL
2026+8.27%+1.23%
2025+17.40%+4.13%
2024+25.08%+5.18%
2023+27.04%+4.93%
2022-19.70%+1.41%
2021+28.10%-0.10%
2020+19.74%+0.37%
2019+31.11%+2.04%
2018-5.57%+1.73%
2017+20.58%+0.64%
2016+13.69%+0.09%
2015+0.86%-0.11%
2014+14.05%-0.07%
2013+29.59%-0.09%
2012+14.77%-0.02%
2011+0.22%-0.06%
2010+14.18%+0.00%
2009+24.67%+0.25%
2008-36.70%+1.50%
2007+5.37%+2.50%
2006+13.49%N/A
2005+7.04%N/A
2004+10.98%N/A
2003+25.31%N/A
2002-22.03%N/A
2001-8.93%N/A
2000-4.97%N/A

IWB vs BIL Drawdown Comparison

The maximum drawdown for IWB was -55.38%, occurring on Mar 9, 2009. Recovery took 1119 trading sessions.

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

RankIWBBIL
#1-55.38%
Oct 9, 2007 - Mar 19, 2012
-0.78%
Sep 29, 2008 - Dec 15, 2017
#2-48.25%
Sep 1, 2000 - Oct 13, 2006
-0.63%
Sep 17, 2008 - Sep 29, 2008
#3-34.60%
Feb 19, 2020 - Aug 10, 2020
-0.24%
Aug 20, 2007 - Sep 7, 2007
#4-25.20%
Jan 3, 2022 - Dec 14, 2023
-0.21%
Mar 20, 2020 - Aug 2, 2022
#5-19.72%
Sep 20, 2018 - Apr 12, 2019
-0.17%
Mar 19, 2008 - Jun 2, 2008
#6-19.09%
Feb 19, 2025 - Jun 26, 2025
-0.15%
Jul 16, 2008 - Aug 5, 2008
#7-14.25%
May 21, 2015 - Jun 2, 2016
-0.13%
Jan 2, 2008 - Jan 14, 2008
#8-9.97%
Jan 26, 2018 - Jul 25, 2018
-0.13%
Sep 25, 2007 - Oct 4, 2007
#9-9.86%
Apr 2, 2012 - Aug 16, 2012
-0.11%
Oct 4, 2007 - Oct 8, 2007
#10-9.45%
Jul 19, 2007 - Oct 5, 2007
-0.11%
Sep 10, 2007 - Sep 12, 2007
#11-9.33%
Sep 2, 2020 - Nov 11, 2020
-0.11%
Jan 24, 2008 - Jan 29, 2008
#12-8.86%
Jan 27, 2026 - Apr 15, 2026
-0.10%
Jun 27, 2008 - Jul 10, 2008
#13-8.43%
Jul 16, 2024 - Sep 19, 2024
-0.09%
Jun 2, 2008 - Jun 10, 2008
#14-7.58%
Sep 18, 2014 - Oct 31, 2014
-0.09%
Jun 11, 2007 - Jun 14, 2007
#15-7.30%
Sep 14, 2012 - Jan 2, 2013
-0.09%
Sep 17, 2007 - Sep 24, 2007

Correlation

Correlation between IWB and BIL is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2000 - 2026)

IWB vs BIL dividend yield comparison.

YearIWBBIL
20260.21%1.15%
20251.00%4.13%
20241.14%5.03%
20231.31%4.93%
20221.56%1.35%
20211.09%0.00%
20201.37%0.30%
20191.71%2.05%
20182.06%1.66%
20171.64%0.68%
20161.89%0.07%
20151.95%0.00%
20141.70%0.00%
20131.68%0.00%
20122.05%0.00%
20111.93%0.00%
20101.67%0.00%
20091.94%0.09%
20082.49%1.58%
20071.68%2.50%
20061.57%0.00%
20051.92%0.00%
20041.73%0.00%
20031.42%0.00%
20021.54%0.00%
20011.14%0.00%
20000.64%0.00%

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