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IYT vs IBDW

Comparison between ISHARES U.S. TRANSPORTATION ETF (IYT, ETF) and ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF).

5-Year PerformanceIYT has outperformed IBDW, delivering a return of +7.0% compared to +0.6%

IYT vs IBDW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYT
$2.40B
IBDW
$2.40B
Expense Ratio
IYT
0.38%
Winner
IBDW
0.10%
Max Drawdown
IYT
60.74%
Winner
IBDW
26.72%
Sharpe Ratio
Winner
IYT
1.15
IBDW
0.21
5Y Beta
IYT
1.02
Winner
IBDW
0.06
P/E Ratio
IYT
26.41
IBDW
N/A
Forward P/E
IYT
20.46
IBDW
N/A
PEG Ratio
IYT
3.88
IBDW
N/A
5Y Dividends CAGR
IYT
10.91%
IBDW
N/A
5Y EPS CAGR
IYT
4.83%
IBDW
N/A
Debt to Equity
IYT
14.88%
IBDW
N/A
P/S Ratio
IYT
1.32
IBDW
N/A
P/B Ratio
IYT
4.07
IBDW
N/A

IYT vs IBDW - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYT
+4.57%
IBDW
+0.50%
3M
Winner
IYT
+16.16%
IBDW
+1.10%
6M
Winner
IYT
+15.26%
IBDW
+0.58%
1Y
Winner
IYT
+30.28%
IBDW
+4.34%
5Y(CAGR)
Winner
IYT
+7.05%
IBDW
+0.57%
10Y(CAGR)
IYT
+11.48%
IBDW
N/A
Max(CAGR)
Winner
IYT
+10.06%
IBDW
+0.53%

IYT vs IBDW - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearIYTIBDW
2026+15.64%+0.55%
2025+11.31%+8.86%
2024+5.73%+3.60%
2023+24.39%+8.47%
2022-21.53%-16.41%
2021+29.04%+0.36%
2020+13.28%N/A
2019+19.79%N/A
2018-14.39%N/A
2017+19.19%N/A
2016+24.73%N/A
2015-16.53%N/A
2014+27.11%N/A
2013+37.81%N/A
2012+5.62%N/A
2011-2.74%N/A
2010+25.96%N/A
2009+15.30%N/A
2008-19.47%N/A
2007-1.63%N/A
2006+8.95%N/A
2005+12.25%N/A
2004+26.77%N/A
2003+6.74%N/A

IYT vs IBDW Drawdown Comparison

The maximum drawdown for IYT was -60.39%, occurring on Mar 9, 2009. Recovery took 658 trading sessions.

The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.

The current IBDW drawdown is -0.75%.

RankIYTIBDW
#1-60.39%
Jun 5, 2008 - Jan 13, 2011
-23.88%
Aug 3, 2021 - Feb 5, 2026
#2-41.27%
Sep 14, 2018 - Sep 2, 2020
-2.42%
Feb 23, 2026 - Mar 26, 2026
#3-29.15%
Jan 4, 2022 - Feb 8, 2024
-0.79%
Jul 8, 2021 - Jul 19, 2021
#4-28.16%
Jul 7, 2011 - Jan 10, 2013
-0.59%
Jul 19, 2021 - Jul 28, 2021
#5-27.26%
Dec 29, 2014 - Nov 23, 2016
-0.19%
Jul 28, 2021 - Aug 2, 2021
#6-26.35%
Nov 25, 2024 - Dec 3, 2025
-0.19%
Jun 30, 2021 - Jul 2, 2021
#7-23.74%
Jul 19, 2007 - May 30, 2008
-0.17%
Jun 24, 2021 - Jun 28, 2021
#8-17.06%
May 9, 2006 - Feb 1, 2007
-0.12%
Feb 10, 2026 - Feb 12, 2026
#9-12.87%
Mar 21, 2024 - Oct 11, 2024
-0.07%
Feb 17, 2026 - Feb 23, 2026
#10-12.43%
Mar 7, 2005 - Nov 2, 2005
N/A
#11-12.42%
May 7, 2021 - Nov 5, 2021
N/A
#12-12.09%
Feb 20, 2026 - Apr 20, 2026
N/A
#13-11.10%
Sep 18, 2014 - Oct 28, 2014
N/A
#14-11.08%
Jan 12, 2018 - Aug 20, 2018
N/A
#15-10.49%
Jan 22, 2004 - Jun 8, 2004
N/A

Correlation

Correlation between IYT and IBDW is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (2003 - 2026)

IYT vs IBDW dividend yield comparison.

YearIYTIBDW
20260.49%1.97%
20251.00%4.78%
20241.08%5.00%
20231.26%4.50%
20221.40%3.70%
20210.77%1.10%
20200.93%0.00%
20191.29%0.00%
20181.35%0.00%
20170.92%0.00%
20160.96%0.00%
20151.28%0.00%
20140.70%0.00%
20130.86%0.00%
20121.11%0.00%
20111.52%0.00%
20101.16%0.00%
20091.53%0.00%
20081.32%0.00%
20071.12%0.00%
20060.50%0.00%
20050.58%0.00%
20040.42%0.00%
20030.70%0.00%

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