MTBA vs IBTI
Comparison between SIMPLIFY MBS ETF (MTBA, ETF) and ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF).
MTBA vs IBTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MTBA
$1.60B
Winner
IBTI
$1.70B
Expense Ratio
MTBA
0.15%
Winner
IBTI
0.07%
Max Drawdown
Winner
MTBA
6.22%
IBTI
20.83%
Sharpe Ratio
Winner
MTBA
0.27
IBTI
-0.36
5Y Beta
MTBA
0.04
Winner
IBTI
-0.02
5Y Dividends CAGR
MTBA
N/A
IBTI
36.89%
MTBA vs IBTI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MTBA
+0.59%
IBTI
+0.18%
3M
Winner
MTBA
+0.57%
IBTI
+0.32%
6M
MTBA
+0.10%
Winner
IBTI
+0.56%
1Y
Winner
MTBA
+4.42%
IBTI
+2.98%
5Y(CAGR)
MTBA
N/A
IBTI
+0.19%
Max(CAGR)
Winner
MTBA
+5.05%
IBTI
+0.21%
MTBA vs IBTI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | MTBA | IBTI |
|---|---|---|
| 2026 | -0.07% | +0.27% |
| 2025 | +7.65% | +6.24% |
| 2024 | +2.47% | +2.84% |
| 2023 | +3.64% | +4.22% |
| 2022 | N/A | -10.75% |
| 2021 | N/A | -3.53% |
| 2020 | N/A | +3.65% |
MTBA vs IBTI Drawdown Comparison
The maximum drawdown for MTBA was -3.48%, occurring on Jan 13, 2025. Recovery took 135 trading sessions.
The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current MTBA drawdown is -1.44%. The current IBTI drawdown is -3.91%.
| Rank | MTBA | IBTI |
|---|---|---|
| #1 | -3.48% Sep 16, 2024 - Apr 1, 2025 | -18.46% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -2.81% Feb 27, 2026 - May 19, 2026 | -4.63% Mar 9, 2020 - Apr 1, 2020 |
| #3 | -2.55% Feb 1, 2024 - Jun 5, 2024 | -1.69% Apr 21, 2020 - Jul 17, 2020 |
| #4 | -1.82% Apr 4, 2025 - Jun 23, 2025 | -0.94% Apr 3, 2020 - Apr 15, 2020 |
| #5 | -1.10% Dec 27, 2023 - Feb 1, 2024 | -0.21% Apr 16, 2020 - Apr 20, 2020 |
| #6 | -0.93% Jun 21, 2024 - Jul 9, 2024 | -0.19% Jul 23, 2020 - Jul 28, 2020 |
| #7 | -0.70% Jun 30, 2025 - Jul 29, 2025 | -0.12% Jul 31, 2020 - Aug 4, 2020 |
| #8 | -0.61% Jun 6, 2024 - Jun 12, 2024 | -0.04% Mar 3, 2020 - Mar 5, 2020 |
| #9 | -0.56% Dec 6, 2023 - Dec 13, 2023 | -0.04% Apr 1, 2020 - Apr 3, 2020 |
| #10 | -0.54% Nov 8, 2023 - Nov 14, 2023 | N/A |
| #11 | -0.50% Sep 15, 2025 - Oct 13, 2025 | N/A |
| #12 | -0.43% Jul 16, 2024 - Jul 29, 2024 | N/A |
| #13 | -0.43% Aug 2, 2024 - Aug 20, 2024 | N/A |
| #14 | -0.42% Oct 28, 2025 - Nov 21, 2025 | N/A |
| #15 | -0.35% Nov 28, 2025 - Dec 17, 2025 | N/A |
Correlation
Correlation between MTBA and IBTI is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2020 - 2026)
MTBA vs IBTI dividend yield comparison.
| Year | MTBA | IBTI |
|---|---|---|
| 2026 | 2.48% | 1.54% |
| 2025 | 5.98% | 3.87% |
| 2024 | 6.03% | 3.92% |
| 2023 | 0.48% | 3.26% |
| 2022 | 0.00% | 1.70% |
| 2021 | 0.00% | 0.90% |
| 2020 | 0.00% | 0.56% |
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