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TLT vs IUSB

Comparison between ISHARES 20+ YEAR TREASURY BOND ETF (TLT, ETF) and ISHARES CORE UNIVERSAL USD BOND ETF (IUSB, ETF).

5-Year PerformanceIUSB has outperformed TLT, delivering a return of +0.1% compared to -7.9%

TLT vs IUSB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TLT
$41B
Winner
IUSB
$43B
Expense Ratio
TLT
0.15%
Winner
IUSB
0.06%
Max Drawdown
TLT
52.10%
Winner
IUSB
22.73%
Sharpe Ratio
TLT
-0.61
Winner
IUSB
-0.37
5Y Beta
TLT
0.09
Winner
IUSB
0.06
5Y Dividends CAGR
Winner
TLT
10.75%
IUSB
8.71%

TLT vs IUSB - Historical Returns

Returns include dividend reinvestment.

1M
TLT
-3.04%
Winner
IUSB
-0.83%
3M
TLT
-3.01%
Winner
IUSB
-0.64%
6M
TLT
-3.57%
Winner
IUSB
-0.55%
1Y
TLT
-1.72%
Winner
IUSB
+2.51%
5Y(CAGR)
TLT
-7.86%
Winner
IUSB
+0.14%
10Y(CAGR)
TLT
-2.29%
Winner
IUSB
+1.76%
Max(CAGR)
Winner
TLT
+3.51%
IUSB
+2.15%

TLT vs IUSB - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearTLTIUSB
2026-2.64%+0.11%
2025+3.96%+7.38%
2024-7.53%+2.60%
2023+0.84%+5.66%
2022-29.39%-12.47%
2021-4.49%-1.17%
2020+16.83%+7.38%
2019+13.52%+8.95%
2018-0.53%-0.27%
2017+8.72%+3.93%
2016+0.45%+3.83%
2015-2.87%+0.06%
2014+26.91%+1.90%
2013-12.20%N/A
2012+4.20%N/A
2011+34.98%N/A
2010+9.14%N/A
2009-19.78%N/A
2008+32.03%N/A
2007+9.50%N/A
2006+0.84%N/A
2005+8.37%N/A
2004+10.01%N/A
2003+4.32%N/A
2002+9.75%N/A

TLT vs IUSB Drawdown Comparison

The maximum drawdown for TLT was -48.35%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for IUSB was -17.90%, occurring on Oct 20, 2022. Recovery took 1205 trading sessions.

The current TLT drawdown is -41.95%. The current IUSB drawdown is -1.66%.

RankTLTIUSB
#1-48.35%
Aug 4, 2020 - Oct 19, 2023
-17.90%
Dec 31, 2020 - Oct 20, 2025
#2-26.58%
Dec 30, 2008 - Aug 18, 2011
-9.90%
Mar 6, 2020 - Jun 10, 2020
#3-20.48%
Jul 25, 2012 - Dec 10, 2014
-4.01%
Sep 7, 2016 - Jul 21, 2017
#4-17.88%
Jul 8, 2016 - Jul 2, 2019
-3.26%
Sep 7, 2017 - Jan 30, 2019
#5-15.80%
Jan 30, 2015 - Jun 9, 2016
-2.58%
Apr 24, 2015 - Mar 16, 2016
#6-15.73%
Mar 9, 2020 - Apr 21, 2020
-2.53%
Feb 27, 2026 - May 19, 2026
#7-15.69%
Jun 13, 2003 - Dec 15, 2004
-1.78%
Sep 4, 2019 - Oct 4, 2019
#8-10.91%
Oct 3, 2011 - Dec 19, 2011
-1.69%
Jan 30, 2015 - Mar 24, 2015
#9-10.82%
Jun 30, 2005 - Nov 24, 2006
-1.54%
Aug 4, 2020 - Dec 30, 2020
#10-10.41%
Dec 19, 2011 - May 17, 2012
-1.31%
Oct 4, 2019 - Jan 3, 2020
#11-8.63%
Apr 21, 2020 - Jul 30, 2020
-0.99%
Oct 28, 2025 - Nov 26, 2025
#12-8.24%
Aug 28, 2019 - Feb 20, 2020
-0.85%
Aug 15, 2014 - Oct 7, 2014
#13-8.03%
Dec 4, 2006 - Aug 31, 2007
-0.76%
Jul 8, 2016 - Jul 29, 2016
#14-7.49%
Mar 20, 2008 - Sep 4, 2008
-0.75%
Nov 26, 2025 - Jan 14, 2026
#15-6.68%
Sep 24, 2002 - Feb 20, 2003
-0.72%
Oct 20, 2014 - Nov 26, 2014

Correlation

Correlation between TLT and IUSB is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42
-101

Dividend Comparison (2002 - 2026)

TLT vs IUSB dividend yield comparison.

YearTLTIUSB
20262.76%2.49%
20254.43%4.17%
20244.30%4.04%
20233.38%3.46%
20222.67%2.53%
20211.50%1.74%
20201.50%2.68%
20192.27%3.04%
20182.63%2.98%
20172.43%2.56%
20162.60%2.60%
20152.61%1.95%
20142.67%1.39%
20133.26%0.00%
20122.68%0.00%
20113.30%0.00%
20104.16%0.00%
20094.05%0.00%
20083.49%0.00%
20074.50%0.00%
20064.52%0.00%
20054.55%0.00%
20044.68%0.00%
20035.30%0.00%
20022.19%0.00%

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