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IYE vs IBTI

Comparison between ISHARES U.S. ENERGY ETF (IYE, ETF) and ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF).

5-Year PerformanceIYE has outperformed IBTI, delivering a return of +18.0% compared to +0.2%

IYE vs IBTI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYE
$1.60B
Winner
IBTI
$1.70B
Expense Ratio
IYE
0.38%
Winner
IBTI
0.07%
Max Drawdown
IYE
78.21%
Winner
IBTI
20.83%
Sharpe Ratio
Winner
IYE
1.08
IBTI
-0.36
5Y Beta
IYE
0.54
Winner
IBTI
-0.02
P/E Ratio
IYE
21.57
IBTI
N/A
Forward P/E
IYE
12.00
IBTI
N/A
PEG Ratio
IYE
0.75
IBTI
N/A
5Y Dividends CAGR
IYE
10.09%
Winner
IBTI
36.89%
5Y EPS CAGR
IYE
20.12%
IBTI
N/A
Debt to Equity
IYE
50.34%
IBTI
N/A
P/S Ratio
IYE
1.59
IBTI
N/A
P/B Ratio
IYE
2.35
IBTI
N/A

IYE vs IBTI - Historical Returns

Returns include dividend reinvestment.

1M
IYE
-7.65%
Winner
IBTI
+0.18%
3M
IYE
-7.85%
Winner
IBTI
+0.32%
6M
Winner
IYE
+23.48%
IBTI
+0.56%
1Y
Winner
IYE
+29.81%
IBTI
+2.98%
5Y(CAGR)
Winner
IYE
+18.05%
IBTI
+0.19%
10Y(CAGR)
IYE
+7.78%
IBTI
N/A
Max(CAGR)
Winner
IYE
+7.98%
IBTI
+0.21%

IYE vs IBTI - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYEIBTI
2026+20.40%+0.27%
2025+6.06%+6.24%
2024+5.01%+2.84%
2023+1.78%+4.22%
2022+55.61%-10.75%
2021+53.06%-3.53%
2020-34.05%+3.65%
2019+7.69%N/A
2018-20.69%N/A
2017-3.06%N/A
2016+25.79%N/A
2015-22.56%N/A
2014-8.39%N/A
2013+22.67%N/A
2012+1.63%N/A
2011+2.91%N/A
2010+15.56%N/A
2009+13.70%N/A
2008-37.19%N/A
2007+43.70%N/A
2006+17.98%N/A
2005+41.97%N/A
2004+35.76%N/A
2003+28.42%N/A
2002-12.56%N/A
2001-9.66%N/A
2000+7.84%N/A

IYE vs IBTI Drawdown Comparison

The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.

The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current IYE drawdown is -12.14%. The current IBTI drawdown is -3.91%.

RankIYEIBTI
#1-73.74%
Jun 23, 2014 - May 6, 2022		-18.46%
Aug 4, 2020 - Oct 20, 2022
#2-55.61%
May 20, 2008 - Jul 19, 2013		-4.63%
Mar 9, 2020 - Apr 1, 2020
#3-37.40%
May 18, 2001 - Feb 17, 2004		-1.69%
Apr 21, 2020 - Jul 17, 2020
#4-25.60%
Jun 7, 2022 - Oct 28, 2022		-0.94%
Apr 3, 2020 - Apr 15, 2020
#5-20.37%
Nov 22, 2024 - Jan 5, 2026		-0.21%
Apr 16, 2020 - Apr 20, 2020
#6-18.82%
Nov 15, 2022 - Mar 21, 2024		-0.19%
Jul 23, 2020 - Jul 28, 2020
#7-16.18%
Jan 3, 2008 - Apr 15, 2008		-0.12%
Jul 31, 2020 - Aug 4, 2020
#8-15.79%
Sep 29, 2005 - Jan 13, 2006		-0.04%
Mar 3, 2020 - Mar 5, 2020
#9-15.40%
May 10, 2006 - Jul 31, 2006		-0.04%
Apr 1, 2020 - Apr 3, 2020
#10-14.46%
Mar 4, 2005 - Jun 16, 2005		N/A
#11-14.10%
Mar 9, 2001 - Apr 26, 2001		N/A
#12-13.79%
Mar 27, 2026 - Jun 18, 2026		N/A
#13-12.60%
Apr 5, 2024 - Nov 20, 2024		N/A
#14-12.57%
Jul 19, 2007 - Sep 18, 2007		N/A
#15-12.22%
Aug 2, 2006 - Nov 8, 2006		N/A

Correlation

Correlation between IYE and IBTI is -0.45 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.45
-101

Dividend Comparison (2000 - 2026)

IYE vs IBTI dividend yield comparison.

YearIYEIBTI
20261.06%1.54%
20252.85%3.87%
20242.75%3.92%
20232.99%3.26%
20223.37%1.70%
20212.98%0.90%
20204.75%0.56%
20196.60%0.00%
20183.16%0.00%
20172.66%0.00%
20162.11%0.00%
20153.39%0.00%
20142.05%0.00%
20131.54%0.00%
20121.67%0.00%
20111.40%0.00%
20101.28%0.00%
20091.47%0.00%
20083.07%0.00%
20072.47%0.00%
20063.15%0.00%
20052.78%0.00%
20043.53%0.00%
20034.44%0.00%
20025.25%0.00%
20013.89%0.00%
20001.45%0.00%

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