Which returned more over the last year, IBTI or IBTJ?

In the year to Oct 28, 2026, with distributions reinvested, IBTI returned +1.6% and IBTJ +0.5%.

Which is cheaper, IBTI or IBTJ?

Neither: IBTI and IBTJ both charge 0.07% a year. Fees come from each fund's prospectus.

Data as of Oct 28, 2026.

Across categories

IBTI vs IBTJ: Differences, Returns & Fees

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On Jul 31, 2026 IBTI's duration was 1.8 years and IBTJ's 2.6; both charge 0.07%.

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Net assets on Oct 27, 2026: $2.2bn for iShares iBonds Dec 2028 Term Treasury ETF and $1.5bn for iShares iBonds Dec 2029 Term Treasury ETF.

IBTI on its own →IBTJ on its own →

At a glance

+1.6%

IBTI total return, 1 year

+0.5%

IBTJ total return, 1 year

0.07%

IBTI expense ratio

0.07%

IBTJ expense ratio

Pair scorecard

Both cost 0.07% a year; their one-year returns differ by 1.1 points; IBTI is 1.5 times larger.

IBTI vs IBTJ: Differences, Returns & Fees
Measure	IBTI	IBTJ
Return
Measure	IBTI	IBTJ
Total return, 1 year	+1.6%	+0.5%
Drawdown
Measure	IBTI	IBTJ
Below its high	3.2%, high on Aug 4, 2020	6.2%, high on Aug 4, 2020
Benchmark
Measure	IBTI	IBTJ
What it tracks	ICE 2028 Maturity US Treasury Index	ICE 2029 Maturity US Treasury Index
Cost and size
Measure	IBTI	IBTJ
Expense ratio	0.07%	0.07%
Net assets, as of Oct 27, 2026	$2.2bn	$1.5bn
Holdings
Measure	IBTI	IBTJ
Holdings in common	0%

Holdings in common uses holdings dated Jul 31, 2026. Method

Risk and return

Mar 6, 2020 to Oct 23, 2026 · 346 weekly returns

IBTI IBTJ

Return

Total return edge IBTI −0.7% −3.5%

Annualized edge IBTI −0.1% −0.5%

Price return edge IBTI −16.1% −18.8%

Risk

Volatility edge IBTI 4.5% 5.2%

Max drawdown edge IBTI (slight) −17.9% −19.6%

Risk-adjusted

Sharpe edge IBTJ (slight) −0.67 −0.65

Sortino edge Tie −0.89 −0.87

Calmar edge IBTI −0.01 −0.03

Reading

IBTI returned more: −0.7% to −3.5%. IBTI swung less: 4.5% to 5.2%. IBTI fell slightly less at its worst: −17.9% to −19.6%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: IBTI vs IBTJ: Differences, Returns & Fees
Measure	IBTI	IBTJ	Edge	How it is measured
Return
Total return	−0.7%	−3.5%	IBTI	Price change plus distributions, reinvested.
Annualized	−0.1%	−0.5%	IBTI	Total return as a yearly rate.
Price return	−16.1%	−18.8%	IBTI	Price change alone, distributions left out.
Risk
Volatility	4.5%	5.2%	IBTI	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	3.3%	3.9%	IBTI	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−17.9%	−19.6%	IBTI (slight)	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	−0.67	−0.65	IBTJ (slight)	Return above Treasury bills per unit of volatility.
Sortino	−0.89	−0.87	Tie	Return above Treasury bills per unit of downside deviation.
Calmar	−0.01	−0.03	IBTI	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 346 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

By the books each fund has filed, IBTI and IBTJ hold 0% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IBTI IBTJ

Only in one fund ↓

Only in IBTI

U.S. Treasury Notes, due Jan 31, 2028 4.46%

U.S. Treasury Notes, due Feb 29, 2028 2.68%

U.S. Treasury Notes, due Apr 30, 2028 2.52%

U.S. Treasury Notes, due Jun 30, 2028 2.48%

U.S. Treasury Notes, due Jul 15, 2028 2.46%

U.S. Treasury Notes, due Aug 15, 2028 2.45%

U.S. Treasury Notes, due Oct 15, 2028 2.44%

U.S. Treasury Notes, due May 15, 2028 2.44%

Only in IBTJ

U.S. Treasury Notes, due Apr 30, 2029 4.10%

U.S. Treasury Notes, due Nov 30, 2029 4.07%

U.S. Treasury Notes, due Jun 30, 2029 4.05%

U.S. Treasury Notes, due Oct 31, 2029 4.03%

U.S. Treasury Notes, due May 31, 2029 4.02%

U.S. Treasury Notes, due Jul 31, 2029 4.02%

U.S. Treasury Notes, due Aug 31, 2029 3.99%

U.S. Treasury Notes, due Sep 30, 2029 3.97%

Check overlap with more funds →

Side by side

IBTI iShares iBonds Dec 2028 Term Treasury ETF IBTJ iShares iBonds Dec 2029 Term Treasury ETF

Where it sits Bond ETF Bond ETF

Issuer iShares iShares

What it is Tracks an index Tracks an index

Total return, 1 year +1.6% +0.5%

Expense ratio 0.07% 0.07%

Holdings 47 37

Net assets, as of Oct 27, 2026 $2.2bn $1.5bn

IBTI and IBTJ on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-ECDDC01622

IBTI and IBTJ are built for the same job. How do they differ in cost, holdings and results?

What each follows. IBTI follows ICE 2028 Maturity US Treasury Index and IBTJ follows ICE 2029 Maturity US Treasury Index.
Holdings in common. 0% of the weight is in the same securities (holdings dated Jul 31, 2026).
One-year total return (similar). Over 1 year to Oct 28, 2026 IBTI returned +1.6% and IBTJ +0.5% with distributions reinvested, a gap of 1.1 points.

Data as of Oct 28, 2026.

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About each fund

IBTI

IBTI tracks an index. Over the year to Oct 28, 2026 it returned +1.6% with distributions reinvested. The prospectus expense ratio is 0.07% a year. It sat 3.2% below its high of Aug 4, 2020 on Oct 28, 2026.

IBTJ

IBTJ tracks an index. Over the year to Oct 28, 2026 it returned +0.5% with distributions reinvested. It sat 6.2% below its high of Aug 4, 2020 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IBTI or IBTJ?: In the year to Oct 28, 2026, with distributions reinvested, IBTI returned +1.6% and IBTJ +0.5%.
Which is cheaper, IBTI or IBTJ?: Neither: IBTI and IBTJ both charge 0.07% a year. Fees come from each fund's prospectus.

Other comparisons

IBTI vs IBTK IBTI vs SPTS IBTI vs SCHO IBTI vs IEI IBTJ vs IBTK IBTJ vs SPTS IBTJ vs SCHO IBTJ vs SHY

Where to next

IBTI on its own →IBTJ on its own →Hold both: look the portfolio through →Rankings →IBTI dividend history →IBTI holdings →IBTJ dividend history →IBTJ holdings →Standards and sources →

Sources and dates

IBTI and IBTJ filings on SEC EDGAR ↗

IBTI and IBTJ prospectus with the expense ratio (SEC) ↗

iShares page for IBTI ↗

iShares page for IBTJ ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IBTI against IBTJ, data as of Oct 28, 2026. https://etfiq.com/compare/any/ibti-vs-ibtj

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.