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IYK vs IBTI

Comparison between ISHARES U.S. CONSUMER STAPLES ETF (IYK, ETF) and ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF).

5-Year PerformanceIYK has outperformed IBTI, delivering a return of +9.1% compared to +0.2%

IYK vs IBTI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYK
$1.60B
Winner
IBTI
$1.70B
Expense Ratio
IYK
0.38%
Winner
IBTI
0.07%
Max Drawdown
IYK
44.10%
Winner
IBTI
20.83%
Sharpe Ratio
Winner
IYK
0.24
IBTI
-0.36
5Y Beta
IYK
0.11
Winner
IBTI
-0.02
P/E Ratio
IYK
25.39
IBTI
N/A
Forward P/E
IYK
17.64
IBTI
N/A
PEG Ratio
IYK
0.65
IBTI
N/A
5Y Dividends CAGR
IYK
19.15%
Winner
IBTI
36.89%
5Y EPS CAGR
IYK
8.24%
IBTI
N/A
Debt to Equity
IYK
135.41%
IBTI
N/A
P/S Ratio
IYK
0.96
IBTI
N/A
P/B Ratio
IYK
4.51
IBTI
N/A

IYK vs IBTI - Historical Returns

Returns include dividend reinvestment.

1M
IYK
-0.06%
Winner
IBTI
+0.18%
3M
Winner
IYK
+4.90%
IBTI
+0.32%
6M
Winner
IYK
+9.24%
IBTI
+0.56%
1Y
Winner
IYK
+5.43%
IBTI
+2.98%
5Y(CAGR)
Winner
IYK
+9.11%
IBTI
+0.19%
10Y(CAGR)
IYK
+12.74%
IBTI
N/A
Max(CAGR)
Winner
IYK
+12.77%
IBTI
+0.21%

IYK vs IBTI - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYKIBTI
2026+9.69%+0.27%
2025+5.25%+6.24%
2024+3.60%+2.84%
2023+3.15%+4.22%
2022+8.20%-10.75%
2021+22.12%-3.53%
2020+37.94%+3.65%
2019+34.57%N/A
2018-9.20%N/A
2017+20.14%N/A
2016+12.04%N/A
2015+11.00%N/A
2014+17.14%N/A
2013+31.92%N/A
2012+16.91%N/A
2011+12.71%N/A
2010+23.19%N/A
2009+27.13%N/A
2008-21.79%N/A
2007+13.19%N/A
2006+18.07%N/A
2005+5.73%N/A
2004+15.00%N/A
2003+21.68%N/A
2002-3.22%N/A
2001+6.00%N/A
2000+6.94%N/A

IYK vs IBTI Drawdown Comparison

The maximum drawdown for IYK was -39.61%, occurring on Mar 9, 2009. Recovery took 522 trading sessions.

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

The current IYK drawdown is -5.76%. The current IBTI drawdown is -3.91%.

RankIYKIBTI
#1-39.61%
Dec 10, 2007 - Jan 6, 2010
-18.46%
Aug 4, 2020 - Oct 20, 2022
#2-33.19%
Feb 20, 2020 - Jul 15, 2020
-4.63%
Mar 9, 2020 - Apr 1, 2020
#3-22.37%
May 2, 2002 - Nov 3, 2003
-1.69%
Apr 21, 2020 - Jul 17, 2020
#4-15.50%
Jan 24, 2018 - Mar 29, 2019
-0.94%
Apr 3, 2020 - Apr 15, 2020
#5-13.22%
Jul 7, 2011 - Dec 23, 2011
-0.21%
Apr 16, 2020 - Apr 20, 2020
#6-13.13%
Apr 21, 2022 - Nov 30, 2022
-0.19%
Jul 23, 2020 - Jul 28, 2020
#7-12.57%
Feb 12, 2001 - Aug 24, 2001
-0.12%
Jul 31, 2020 - Aug 4, 2020
#8-10.91%
Sep 4, 2024 - Mar 3, 2025
-0.04%
Mar 3, 2020 - Mar 5, 2020
#9-10.68%
Feb 27, 2026 - Apr 21, 2026
-0.04%
Apr 1, 2020 - Apr 3, 2020
#10-10.49%
Jul 28, 2023 - Jan 2, 2024
N/A
#11-10.04%
Aug 5, 2015 - Oct 16, 2015
N/A
#12-9.82%
Apr 22, 2010 - Sep 15, 2010
N/A
#13-9.21%
Jun 30, 2004 - Dec 2, 2004
N/A
#14-9.05%
Feb 8, 2021 - Apr 6, 2021
N/A
#15-9.02%
Sep 5, 2001 - Nov 6, 2001
N/A

Correlation

Correlation between IYK and IBTI is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.37
-101

Dividend Comparison (2000 - 2026)

IYK vs IBTI dividend yield comparison.

YearIYKIBTI
20261.04%1.54%
20252.75%3.87%
20242.63%3.92%
20238.23%3.26%
20226.49%1.70%
20214.46%0.90%
20204.26%0.56%
20196.63%0.00%
20188.43%0.00%
20175.21%0.00%
20167.88%0.00%
20156.34%0.00%
20145.47%0.00%
20135.52%0.00%
20126.71%0.00%
20116.32%0.00%
20106.45%0.00%
20097.24%0.00%
20087.49%0.00%
20075.58%0.00%
20065.65%0.00%
20054.85%0.00%
20044.09%0.00%
20034.16%0.00%
20024.46%0.00%
20013.60%0.00%
20001.73%0.00%

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