TOTR vs IBTL
Comparison between T. ROWE PRICE TOTAL RETURN ETF (TOTR, ETF) and ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF).
5-Year PerformanceTOTR has outperformed IBTL, delivering a return of -0.2% compared to -1.5%
TOTR vs IBTL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TOTR vs IBTL - Historical Returns
Returns include dividend reinvestment.
TOTR vs IBTL - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | TOTR | IBTL |
|---|---|---|
| 2026 | +0.49% | -0.32% |
| 2025 | +7.38% | +7.90% |
| 2024 | +2.87% | +0.67% |
| 2023 | +5.73% | +2.84% |
| 2022 | -15.34% | -15.60% |
| 2021 | +0.14% | -1.38% |
TOTR vs IBTL Drawdown Comparison
The maximum drawdown for TOTR was -19.62%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The maximum drawdown for IBTL was -20.93%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current TOTR drawdown is -1.80%. The current IBTL drawdown is -7.17%.
| Rank | TOTR | IBTL |
|---|---|---|
| #1 | -19.62% Nov 9, 2021 - Oct 24, 2022 | -20.93% Sep 1, 2021 - Oct 19, 2023 |
| #2 | -0.88% Oct 1, 2021 - Nov 5, 2021 | N/A |
| #3 | -0.22% Nov 5, 2021 - Nov 9, 2021 | N/A |
Correlation
Correlation between TOTR and IBTL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2021 - 2026)
TOTR vs IBTL dividend yield comparison.
| Year | TOTR | IBTL |
|---|---|---|
| 2026 | 2.15% | 1.62% |
| 2025 | 5.14% | 3.93% |
| 2024 | 5.32% | 4.07% |
| 2023 | 4.71% | 3.04% |
| 2022 | 3.45% | 2.36% |
| 2021 | 0.56% | 0.70% |
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