IXJ vs IBDU

Comparison between ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF) and ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF).

5-Year PerformanceIXJ has outperformed IBDU, delivering a return of +3.8% compared to +1.4%

IXJ vs IBDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IXJ(ETF)	IBDU(ETF)
Net Assets	$3.60B	$3.70B
Expense Ratio	0.40%	0.10%
Max Drawdown	42.81%	22.93%
Sharpe Ratio	0.31	0.70
5Y Beta	0.49	0.05
P/E Ratio	27.07	N/A
Forward P/E	17.27	N/A
5Y Dividends CAGR	6.37%	12.82%
5Y EPS CAGR	13.77%	N/A
Debt to Equity	-113.63%	N/A
P/S Ratio	1.43	N/A
P/B Ratio	4.31	N/A

Net Assets

IXJ

$3.60B

Winner

IBDU

$3.70B

Expense Ratio

IXJ

0.40%

Winner

IBDU

0.10%

Max Drawdown

IXJ

42.81%

Winner

IBDU

22.93%

Sharpe Ratio

IXJ

0.31

Winner

IBDU

0.70

5Y Beta

IXJ

0.49

Winner

IBDU

0.05

P/E Ratio

IXJ

27.07

IBDU

N/A

Forward P/E

IXJ

17.27

IBDU

N/A

5Y Dividends CAGR

IXJ

6.37%

Winner

IBDU

12.82%

5Y EPS CAGR

IXJ

13.77%

IBDU

N/A

Debt to Equity

IXJ

-113.63%

IBDU

N/A

P/S Ratio

IXJ

1.43

IBDU

N/A

P/B Ratio

IXJ

4.31

IBDU

N/A

IXJ vs IBDU - Historical Returns

Returns include dividend reinvestment.

Period	IXJ	IBDU
1 month	-4.24%	+0.17%
3 months	-8.24%	+0.07%
6 months	+0.13%	+1.45%
1 year	+8.85%	+5.60%
5 years(CAGR)	+3.80%	+1.37%
10 years(CAGR)	+7.93%	N/A
Max(CAGR)	+7.01%	+2.42%

IXJ

-4.24%

Winner

IBDU

+0.17%

IXJ

-8.24%

Winner

IBDU

+0.07%

IXJ

+0.13%

Winner

IBDU

+1.45%

Winner

IXJ

+8.85%

IBDU

+5.60%

5Y(CAGR)

Winner

IXJ

+3.80%

IBDU

+1.37%

10Y(CAGR)

IXJ

+7.93%

IBDU

N/A

Max(CAGR)

Winner

IXJ

+7.01%

IBDU

+2.42%

IXJ vs IBDU - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IXJ	IBDU
2026	-6.27%	+0.62%
2025	+14.95%	+7.50%
2024	-0.69%	+4.07%
2023	+3.59%	+8.17%
2022	-3.93%	-12.44%
2021	+19.74%	-1.87%
2020	+12.39%	+10.16%
2019	+24.67%	+2.23%
2018	+1.74%	N/A
2017	+19.02%	N/A
2016	-4.37%	N/A
2015	+5.69%	N/A
2014	+18.07%	N/A
2013	+33.83%	N/A
2012	+15.83%	N/A
2011	+9.85%	N/A
2010	+0.65%	N/A
2009	+16.29%	N/A
2008	-19.96%	N/A
2007	+2.96%	N/A
2006	+8.49%	N/A
2005	+7.27%	N/A
2004	+3.72%	N/A
2003	+16.34%	N/A
2002	-17.01%	N/A
2001	-2.47%	N/A

IXJ vs IBDU Drawdown Comparison

The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.

The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.

The current IXJ drawdown is -9.94%. The current IBDU drawdown is -0.44%.

Rank	IXJ	IBDU
#1	-40.60% May 7, 2007 - Apr 26, 2011	-19.44% Aug 4, 2021 - Jul 21, 2025
#2	-31.87% Nov 26, 2001 - Apr 13, 2005	-18.22% Mar 5, 2020 - Jun 15, 2020
#3	-27.35% Feb 12, 2020 - Jul 14, 2020	-5.23% Dec 31, 2020 - Aug 2, 2021
#4	-18.80% Aug 5, 2015 - Jun 19, 2017	-1.79% Aug 6, 2020 - Nov 27, 2020
#5	-18.14% Aug 30, 2024 - Jan 6, 2026	-1.65% Oct 4, 2019 - Dec 26, 2019
#6	-17.48% Apr 8, 2022 - Jan 8, 2024	-1.58% Feb 27, 2026 - Mar 26, 2026
#7	-16.52% May 31, 2011 - Mar 13, 2012	-0.81% Nov 30, 2020 - Dec 24, 2020
#8	-14.45% Oct 1, 2018 - Jul 2, 2019	-0.78% Sep 24, 2019 - Oct 2, 2019
#9	-11.65% Jan 26, 2018 - Aug 21, 2018	-0.67% Jun 16, 2020 - Jul 1, 2020
#10	-10.78% Feb 27, 2026 - Apr 29, 2026	-0.55% Feb 3, 2020 - Feb 10, 2020
#11	-10.59% Dec 29, 2021 - Apr 7, 2022	-0.52% Feb 25, 2020 - Feb 28, 2020
#12	-8.47% Sep 24, 2014 - Oct 30, 2014	-0.51% Oct 21, 2025 - Nov 24, 2025
#13	-7.78% Sep 3, 2021 - Dec 23, 2021	-0.47% Sep 15, 2025 - Oct 1, 2025
#14	-7.77% Jan 25, 2021 - Apr 16, 2021	-0.37% Jul 23, 2020 - Jul 29, 2020
#15	-7.76% Sep 2, 2020 - Nov 5, 2020	-0.35% Feb 10, 2020 - Feb 18, 2020

Correlation

Correlation between IXJ and IBDU is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37

-101

Dividend Comparison (2001 - 2026)

IXJ vs IBDU dividend yield comparison.

Year	IXJ	IBDU
2026	0.00%	1.53%
2025	1.40%	4.67%
2024	1.50%	4.75%
2023	1.38%	4.21%
2022	1.17%	3.34%
2021	1.12%	2.29%
2020	1.27%	2.42%
2019	1.42%	0.74%
2018	2.11%	0.00%
2017	1.46%	0.00%
2016	1.73%	0.00%
2015	2.85%	0.00%
2014	1.38%	0.00%
2013	1.51%	0.00%
2012	2.28%	0.00%
2011	2.17%	0.00%
2010	2.20%	0.00%
2009	1.97%	0.00%
2008	2.25%	0.00%
2007	1.72%	0.00%
2006	0.85%	0.00%
2005	0.70%	0.00%
2004	0.74%	0.00%
2003	0.63%	0.00%
2002	0.61%	0.00%
2001	0.03%	0.00%