REZ vs IBDZ

Comparison between ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF) and ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ, ETF).

REZ vs IBDZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REZ(ETF)	IBDZ(ETF)
Net Assets	$843M	$845M
Expense Ratio	0.48%	0.10%
Max Drawdown	70.29%	7.08%
Sharpe Ratio	0.63	0.39
5Y Beta	0.39	0.10
P/E Ratio	40.07	N/A
Forward P/E	41.69	N/A
5Y Dividends CAGR	0.88%	N/A
5Y EPS CAGR	6.24%	N/A
Debt to Equity	50.53%	N/A
P/S Ratio	7.96	N/A
P/B Ratio	2.60	N/A

Net Assets

REZ

$843M

Winner

IBDZ

$845M

Expense Ratio

REZ

0.48%

Winner

IBDZ

0.10%

Max Drawdown

REZ

70.29%

Winner

IBDZ

7.08%

Sharpe Ratio

Winner

REZ

0.63

IBDZ

0.39

5Y Beta

REZ

0.39

Winner

IBDZ

0.10

P/E Ratio

REZ

40.07

IBDZ

N/A

Forward P/E

REZ

41.69

IBDZ

N/A

5Y Dividends CAGR

REZ

0.88%

IBDZ

N/A

5Y EPS CAGR

REZ

6.24%

IBDZ

N/A

Debt to Equity

REZ

50.53%

IBDZ

N/A

P/S Ratio

REZ

7.96

IBDZ

N/A

P/B Ratio

REZ

2.60

IBDZ

N/A

REZ vs IBDZ - Historical Returns

Returns include dividend reinvestment.

Period	REZ	IBDZ
1 month	+1.02%	-0.29%
3 months	+2.07%	-1.05%
6 months	+7.29%	+0.09%
1 year	+12.69%	+5.86%
5 years(CAGR)	+4.56%	N/A
10 years(CAGR)	+6.84%	N/A
Max(CAGR)	+7.07%	+6.36%

Winner

REZ

+1.02%

IBDZ

-0.29%

Winner

REZ

+2.07%

IBDZ

-1.05%

Winner

REZ

+7.29%

IBDZ

+0.09%

Winner

REZ

+12.69%

IBDZ

+5.86%

5Y(CAGR)

REZ

+4.56%

IBDZ

N/A

10Y(CAGR)

REZ

+6.84%

IBDZ

N/A

Max(CAGR)

Winner

REZ

+7.07%

IBDZ

+6.36%

REZ vs IBDZ - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	REZ	IBDZ
2026	+9.80%	-0.05%
2025	+5.92%	+8.70%
2024	+11.32%	+4.24%
2023	+11.47%	N/A
2022	-27.56%	N/A
2021	+53.51%	N/A
2020	-5.33%	N/A
2019	+28.23%	N/A
2018	+4.66%	N/A
2017	+4.47%	N/A
2016	+4.24%	N/A
2015	+9.49%	N/A
2014	+35.31%	N/A
2013	-4.39%	N/A
2012	+12.79%	N/A
2011	+14.21%	N/A
2010	+33.25%	N/A
2009	+25.83%	N/A
2008	-23.84%	N/A
2007	-18.32%	N/A

REZ vs IBDZ Drawdown Comparison

The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.

The maximum drawdown for IBDZ was -5.56%, occurring on Jan 13, 2025. Recovery took 191 trading sessions.

The current REZ drawdown is -1.54%. The current IBDZ drawdown is -1.68%.

Rank	REZ	IBDZ
#1	-66.88% May 30, 2007 - Apr 28, 2011	-5.56% Sep 16, 2024 - Jun 23, 2025
#2	-44.15% Feb 14, 2020 - Apr 20, 2021	-3.04% Feb 27, 2026 - Mar 27, 2026
#3	-35.03% Apr 20, 2022 - Feb 13, 2026	-1.41% Jun 24, 2024 - Jul 5, 2024
#4	-20.19% Jul 22, 2011 - Jan 25, 2012	-1.40% Oct 27, 2025 - Nov 25, 2025
#5	-20.10% May 21, 2013 - Aug 18, 2014	-1.36% Jul 1, 2025 - Jul 29, 2025
#6	-17.68% Jun 26, 2017 - Aug 15, 2018	-1.36% Aug 5, 2024 - Aug 14, 2024
#7	-15.17% Jul 22, 2016 - Jun 16, 2017	-1.27% Jul 16, 2024 - Jul 31, 2024
#8	-13.44% Jan 27, 2015 - Dec 28, 2015	-1.06% Jun 6, 2024 - Jun 13, 2024
#9	-12.69% Jan 5, 2016 - Mar 14, 2016	-1.04% Nov 26, 2025 - Jan 14, 2026
#10	-10.79% Dec 6, 2018 - Jan 29, 2019	-0.98% Jan 14, 2026 - Feb 6, 2026
#11	-10.37% Dec 31, 2021 - Mar 29, 2022	-0.94% Sep 15, 2025 - Oct 15, 2025
#12	-10.00% Oct 21, 2019 - Feb 14, 2020	-0.90% May 24, 2024 - Jun 3, 2024
#13	-8.76% Feb 17, 2026 - Apr 30, 2026	-0.77% Aug 23, 2024 - Sep 4, 2024
#14	-8.22% Sep 5, 2014 - Oct 23, 2014	-0.65% Aug 13, 2025 - Aug 27, 2025
#15	-7.79% Aug 17, 2018 - Nov 16, 2018	-0.58% Aug 21, 2024 - Aug 23, 2024

Correlation

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

0.76

-101

Dividend Comparison (2007 - 2026)

REZ vs IBDZ dividend yield comparison.

Year	REZ	IBDZ
2026	0.00%	2.01%
2025	2.74%	4.85%
2024	2.26%	2.50%
2023	2.94%	0.00%
2022	3.37%	0.00%
2021	1.81%	0.00%
2020	3.17%	0.00%
2019	2.90%	0.00%
2018	3.63%	0.00%
2017	3.57%	0.00%
2016	5.55%	0.00%
2015	3.18%	0.00%
2014	3.13%	0.00%
2013	3.92%	0.00%
2012	3.09%	0.00%
2011	3.12%	0.00%
2010	3.03%	0.00%
2009	3.83%	0.00%
2008	8.89%	0.00%
2007	4.58%	0.00%