IWB vs TLT

Comparison between ISHARES RUSSELL 1000 ETF (IWB, ETF) and ISHARES 20+ YEAR TREASURY BOND ETF (TLT, ETF).

5-Year PerformanceIWB has outperformed TLT, delivering a return of +12.5% compared to -6.1%

IWB vs TLT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWB(ETF)	TLT(ETF)
Net Assets	$43B	$43B
Expense Ratio	0.15%	0.15%
Max Drawdown	56.43%	51.76%
Sharpe Ratio	1.99	-0.08
5Y Beta	0.98	0.06
P/E Ratio	27.79	N/A
Forward P/E	21.51	N/A
5Y Dividends CAGR	9.65%	14.06%
5Y EPS CAGR	25.49%	N/A
Debt to Equity	39.40%	N/A
P/S Ratio	3.09	N/A
P/B Ratio	4.84	N/A

Net Assets

Winner

IWB

$43B

TLT

$43B

Expense Ratio

IWB

0.15%

TLT

0.15%

Max Drawdown

IWB

56.43%

Winner

TLT

51.76%

Sharpe Ratio

Winner

IWB

1.99

TLT

-0.08

5Y Beta

IWB

0.98

Winner

TLT

0.06

P/E Ratio

IWB

27.79

TLT

N/A

Forward P/E

IWB

21.51

TLT

N/A

5Y Dividends CAGR

IWB

9.65%

Winner

TLT

14.06%

5Y EPS CAGR

IWB

25.49%

TLT

N/A

Debt to Equity

IWB

39.40%

TLT

N/A

P/S Ratio

IWB

3.09

TLT

N/A

P/B Ratio

IWB

4.84

TLT

N/A

IWB vs TLT - Historical Returns

Returns include dividend reinvestment.

Period	IWB	TLT
1 month	+8.52%	-0.60%
3 months	+6.03%	-0.56%
6 months	+10.03%	-1.72%
1 year	+30.94%	+3.54%
5 years(CAGR)	+12.51%	-6.10%
10 years(CAGR)	+15.17%	-1.41%
Max(CAGR)	+8.52%	+3.68%

Winner

IWB

+8.52%

TLT

-0.60%

Winner

IWB

+6.03%

TLT

-0.56%

Winner

IWB

+10.03%

TLT

-1.72%

Winner

IWB

+30.94%

TLT

+3.54%

5Y(CAGR)

Winner

IWB

+12.51%

TLT

-6.10%

10Y(CAGR)

Winner

IWB

+15.17%

TLT

-1.41%

Max(CAGR)

Winner

IWB

+8.52%

TLT

+3.68%

IWB vs TLT - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IWB	TLT
2026	+7.73%	+0.39%
2025	+17.40%	+3.96%
2024	+25.08%	-7.53%
2023	+27.04%	+0.84%
2022	-19.70%	-29.39%
2021	+28.10%	-4.49%
2020	+19.74%	+16.83%
2019	+31.11%	+13.52%
2018	-5.57%	-0.53%
2017	+20.58%	+8.72%
2016	+13.69%	+0.45%
2015	+0.86%	-2.87%
2014	+14.05%	+26.91%
2013	+29.59%	-12.20%
2012	+14.77%	+4.20%
2011	+0.22%	+34.98%
2010	+14.18%	+9.14%
2009	+24.67%	-19.78%
2008	-36.70%	+32.03%
2007	+5.37%	+9.50%
2006	+13.49%	+0.84%
2005	+7.04%	+8.37%
2004	+10.98%	+10.01%
2003	+25.31%	+4.32%
2002	-22.03%	+9.75%
2001	-8.93%	N/A
2000	-4.97%	N/A

IWB vs TLT Drawdown Comparison

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

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

The current TLT drawdown is -40.15%.

Rank	IWB	TLT
#1	-55.38% Oct 9, 2007 - Mar 19, 2012	-48.35% Aug 4, 2020 - Oct 19, 2023
#2	-48.25% Sep 1, 2000 - Oct 13, 2006	-26.58% Dec 30, 2008 - Aug 18, 2011
#3	-34.60% Feb 19, 2020 - Aug 10, 2020	-20.48% Jul 25, 2012 - Dec 10, 2014
#4	-25.20% Jan 3, 2022 - Dec 14, 2023	-17.88% Jul 8, 2016 - Jul 2, 2019
#5	-19.72% Sep 20, 2018 - Apr 12, 2019	-15.80% Jan 30, 2015 - Jun 9, 2016
#6	-19.09% Feb 19, 2025 - Jun 26, 2025	-15.73% Mar 9, 2020 - Apr 21, 2020
#7	-14.25% May 21, 2015 - Jun 2, 2016	-15.69% Jun 13, 2003 - Dec 15, 2004
#8	-9.97% Jan 26, 2018 - Jul 25, 2018	-10.91% Oct 3, 2011 - Dec 19, 2011
#9	-9.86% Apr 2, 2012 - Aug 16, 2012	-10.82% Jun 30, 2005 - Nov 24, 2006
#10	-9.45% Jul 19, 2007 - Oct 5, 2007	-10.41% Dec 19, 2011 - May 17, 2012
#11	-9.33% Sep 2, 2020 - Nov 11, 2020	-8.63% Apr 21, 2020 - Jul 30, 2020
#12	-8.86% Jan 27, 2026 - Apr 15, 2026	-8.24% Aug 28, 2019 - Feb 20, 2020
#13	-8.43% Jul 16, 2024 - Sep 19, 2024	-8.03% Dec 4, 2006 - Aug 31, 2007
#14	-7.58% Sep 18, 2014 - Oct 31, 2014	-7.49% Mar 20, 2008 - Sep 4, 2008
#15	-7.30% Sep 14, 2012 - Jan 2, 2013	-6.68% Sep 24, 2002 - Feb 20, 2003

Correlation

Correlation between IWB and TLT is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (2000 - 2026)

IWB vs TLT dividend yield comparison.

Year	IWB	TLT
2026	0.22%	1.50%
2025	1.00%	4.43%
2024	1.14%	4.30%
2023	1.31%	3.38%
2022	1.56%	2.67%
2021	1.09%	1.50%
2020	1.37%	1.50%
2019	1.71%	2.27%
2018	2.06%	2.63%
2017	1.64%	2.43%
2016	1.89%	2.60%
2015	1.95%	2.61%
2014	1.70%	2.67%
2013	1.68%	3.26%
2012	2.05%	2.68%
2011	1.93%	3.30%
2010	1.67%	4.16%
2009	1.94%	4.05%
2008	2.49%	3.49%
2007	1.68%	4.50%
2006	1.57%	4.52%
2005	1.92%	4.55%
2004	1.73%	4.68%
2003	1.42%	5.30%
2002	1.54%	2.19%
2001	1.14%	0.00%
2000	0.64%	0.00%