VS

Correlation: 91.8%

What is IBTI?

IBTI was created on 2020-02-25 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 982.85m in AUM and 23 holdings. IBTI tracks a market-value-weighted index of US Treasury bonds maturing between January and December 2028. The fund will terminate in December 2028.

What is ISTB?

ISTB was created on 2012-10-18 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 4504.87m in AUM and 6492 holdings. ISTB tracks a broad USD-denominated bond index with 1-5 years remaining in maturities.

Key Details

IBTI
ISTB
Website
www.ishares.com
www.ishares.com
Inception Date

Feb 25, 2020

Oct 18, 2012

Asset Class

Fixed Income

Fixed Income

Investment Segment

Investment Grade

Broad Credit

AUM
$989.23M
$4.50B
Dividend Yield
2.89%
3.24%
Expense Ratio
0.07%
0.06%
Return 1Y
7.56%
7.17%

Holdings

iShares iBonds Dec 2028 Term Treasury ETF - IBTI is made up of 29 holdings. iShares Core 1 5 Year USD Bond ETF - ISTB is made up of 6100 holdings.

Name
Weight
7
7006350

NT TREASURY NOTE - 2.88 2028-05-15

9.61%

7
7006518

NT TREASURY NOTE - 2.88 2028-08-15

7.23%

-

6.72%

7
7007943

NT TREASURY NOTE - 1.25 2028-09-30

6.45%

7
7009244

NT TREASURY NOTE - 4.25 2028-01-15

6.34%

-

5.61%

7
7007828

NT TREASURY NOTE - 1.25 2028-06-30

5.45%

7
7007478

NT TREASURY NOTE - 0.75 2028-01-31

5.44%

7
7005960

NT TREASURY NOTE - 3.13 2028-11-15

5.29%

7
7007867

NT TREASURY NOTE - 1.0 2028-07-31

5.01%

7
7006399

NT TREASURY NOTE - 2.75 2028-02-15

4.99%

7
7008003

NT TREASURY NOTE - 1.5 2028-11-30

4.78%

7
7008900

NT TREASURY NOTE - 4.38 2028-11-30

4.16%

7
7007887

NT TREASURY NOTE - 1.13 2028-08-31

4.1%

-

4.09%

7
7007584

NT TREASURY NOTE - 1.13 2028-02-29

4.03%

7
7007723

NT TREASURY NOTE - 1.25 2028-04-30

3.91%

7
7008535

NT TREASURY NOTE - 4.0 2028-02-29

3.83%

7
7007974

NT TREASURY NOTE - 1.38 2028-10-31

3.74%

-

3.59%

7
7007604

NT TREASURY NOTE - 1.25 2028-03-31

3.54%

7
7009280

NT TREASURY NOTE (2OLD) - 4.25 2028-02-15

3.18%

7
7008491

NT TREASURY NOTE - 3.5 2028-01-31

3.11%

7
7008577

NT TREASURY NOTE - 3.63 2028-03-31

1.74%

7
7008831

NT TREASURY NOTE - 4.88 2028-10-31

1.27%

7
7008769

NT TREASURY NOTE - 4.63 2028-09-30

0.99%

7
7008748

NT TREASURY NOTE - 4.38 2028-08-31

0.98%

-

0.64%

7
7008628

NT TREASURY NOTE - 3.5 2028-04-30

0.2%

Name
Weight
7
7008537

NT TREASURY NOTE (OLD) - 4.0 2030-02-28

1.2%

7
7009242

NT TREASURY NOTE - 4.25 2026-12-31

0.8%

7
7009659

NT TREASURY NOTE - 4.5 2029-05-31

0.76%

7
7009111

NT TREASURY NOTE - 4.25 2029-06-30

0.75%

7
7009056

NT TREASURY NOTE - 4.88 2026-04-30

0.75%

7
7008190

NT TREASURY NOTE - 2.63 2029-07-31

0.74%

7
7008353

NT TREASURY NOTE - 3.13 2029-08-31

0.73%

7
7009263

NT TREASURY NOTE (2OLD) - 4.25 2030-01-31

0.73%

7
7008722

NT TREASURY NOTE - 4.38 2026-08-15

0.72%

7
7008383

NT TREASURY NOTE - 3.88 2029-09-30

0.69%

7
7008941

NT TREASURY NOTE - 4.0 2027-01-15

0.68%

-

0.67%

7
7009039

NT TREASURY NOTE - 4.13 2029-03-31

0.67%

7
7009326

NT TREASURY NOTE (OTR) - 4.0 2030-03-31

0.67%

7
7007083

NT TREASURY NOTE - 1.5 2027-01-31

0.66%

7
7008939

NT TREASURY NOTE - 3.75 2028-12-31

0.63%

7
7009113

NT TREASURY NOTE - 4.63 2026-06-30

0.63%

7
7008220

NT TREASURY NOTE - 2.5 2027-03-31

0.63%

7
7009007

NT TREASURY NOTE - 4.25 2029-02-28

0.63%

7
7008039

NT TREASURY NOTE - 1.75 2029-01-31

0.62%

7
7009062

NT TREASURY NOTE - 4.5 2027-05-15

0.58%

7
7009324

NT TREASURY NOTE (OLD) - 3.88 2027-03-31

0.57%

7
7009244

NT TREASURY NOTE - 4.25 2028-01-15

0.57%

7
7009180

NT TREASURY NOTE - 3.5 2029-09-30

0.57%

7
7008900

NT TREASURY NOTE - 4.38 2028-11-30

0.56%

7
7008831

NT TREASURY NOTE - 4.88 2028-10-31

0.56%

7
7008356

NT TREASURY NOTE - 3.13 2027-08-31

0.55%

7
7006350

NT TREASURY NOTE - 2.88 2028-05-15

0.55%

-

0.55%

7
7008769

NT TREASURY NOTE - 4.63 2028-09-30

0.54%

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Stock Correlation

The stocks that are correlated to IBTI - iShares iBonds Dec 2028 Term Treasury ETF are AMT, SBAC, CCI, AWK, TU

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
A
AMTAmerican Tower Corp.
49.12%$98.73B+21.98%3.08%
S
SBACSBA Communications Corp.
47.41%$24.07B+12.59%1.81%
C
CCICrown Castle, Inc.
37.89%$43.87B+6.94%6.13%
A
AWKAmerican Water Works Co., Inc.
37.21%$28.48B+20.15%2.10%
T
TUTELUS Corp.
36.58%$22.77B-6.58%7.51%
F
FTSFortis, Inc.
36.09%$24.35B+23.47%3.60%
R
RKTRocket Cos., Inc.
34.34%$1.98B+13.99%0.00%
E
ELSEquity LifeStyle Properties, Inc.
34.30%$12.12B+4.38%3.08%
A
AWRAmerican States Water Co.
33.96%$3.06B+12.90%2.30%
P
PSAPublic Storage
33.81%$51.54B+13.57%4.07%
U
UWMCUWM Holdings Corp.
33.05%$715.63M-29.11%8.96%
N
NGGNational Grid Plc
32.83%$70.77B+8.24%4.88%
W
WTRGEssential Utilities, Inc.
32.37%$11.12B+10.39%3.15%
E
EDConsolidated Edison, Inc.
31.41%$40.09B+18.26%3.00%
S
SOThe Southern Co.
31.15%$100.17B+22.43%3.17%
F
FCPTFour Corners Property Trust, Inc.
31.07%$2.79B+18.65%4.98%
P
PFSIPennyMac Financial Services, Inc.
30.91%$4.89B+10.34%1.16%
N
NNNNNN REIT, Inc.
30.67%$7.70B-0.17%5.62%
O
OHIOmega Healthcare Investors, Inc.
30.28%$10.87B+22.49%7.06%
C
CUBECubeSmart
30.17%$9.15B-3.46%5.17%

The stocks that are correlated to ISTB - iShares Core 1 5 Year USD Bond ETF are AMT, SBAC, PSA, CUBE, PFSI

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
A
AMTAmerican Tower Corp.
51.29%$98.73B+21.98%3.08%
S
SBACSBA Communications Corp.
50.80%$24.07B+12.59%1.81%
P
PSAPublic Storage
45.10%$51.54B+13.57%4.07%
C
CUBECubeSmart
44.65%$9.15B-3.46%5.17%
P
PFSIPennyMac Financial Services, Inc.
44.35%$4.89B+10.34%1.16%
U
UWMCUWM Holdings Corp.
42.73%$715.63M-29.11%8.96%
F
FTSFortis, Inc.
42.65%$24.35B+23.47%3.60%
E
ELSEquity LifeStyle Properties, Inc.
42.61%$12.12B+4.38%3.08%
E
EXRExtra Space Storage, Inc.
41.90%$30.11B+6.00%4.56%
S
SAFESafehold, Inc.
41.11%$1.10B-16.53%4.61%
C
CCICrown Castle, Inc.
40.95%$43.87B+6.94%6.13%
F
FAFFirst American Financial Corp.
40.87%$6.45B+15.35%3.45%
N
NGGNational Grid Plc
40.73%$70.77B+8.24%4.88%
N
NSANational Storage Affiliates Trust
40.37%$2.78B+3.50%6.19%
A
AWKAmerican Water Works Co., Inc.
40.21%$28.48B+20.15%2.10%
R
RKTRocket Cos., Inc.
40.15%$1.98B+13.99%0.00%
F
FCPTFour Corners Property Trust, Inc.
39.78%$2.79B+18.65%4.98%
O
OHIOmega Healthcare Investors, Inc.
38.07%$10.87B+22.49%7.06%
N
NNNNNN REIT, Inc.
38.03%$7.70B-0.17%5.62%
A
AWRAmerican States Water Co.
37.92%$3.06B+12.90%2.30%

ETF Correlation

The ETFs that are correlated to IBTI - iShares iBonds Dec 2028 Term Treasury ETF are IBTJ, IEI, IBTK, VGIT, BSV

Name
Correlation
AUM
Expense Ratio
I
IBTJiShares iBonds Dec 2029 Term Treasury ETF
97.44%$642.10M0.07%
I
IEIiShares 3 7 Year Treasury Bond ETF
97.00%$16.63B0.15%
I
IBTKiShares iBonds Dec 2030 Term Treasury ETF
96.21%$424.16M0.07%
V
VGITVanguard Intermediate Term Treasury ETF
96.04%$31.56B0.04%
B
BSVVanguard Short Term Bond ETF
96.02%$38.29B0.03%
I
IBTHiShares iBonds Dec 2027 Term Treasury ETF
95.99%$1.49B0.07%
S
SPTISPDR Portfolio Intermediate Term Treasury ETF
95.32%$8.57B0.03%
S
SCHRSchwab Intermediate Term U.S. Treasury ETF
95.16%$10.54B0.03%
V
VGSHVanguard Short Term Treasury ETF
95.10%$23.15B0.03%
G
GVIiShares Intermediate Government/Credit Bond ETF
94.75%$3.40B0.2%
I
IBTLiShares iBonds Dec 2031 Term Treasury ETF
94.59%$362.65M0.07%
S
SHYiShares 1 3 Year Treasury Bond ETF
93.92%$24.22B0.15%
U
UTWOUS Treasury 2 Year Note ETF
93.40%$379.66M0.15%
I
IBTMiShares iBonds Dec 2032 Term Treasury ETF
93.39%$316.54M0.07%
T
TYASimplify Intermediate Term Treasury Futures Strategy ETF
93.25%$160.20M0.15%
I
ISTBiShares Core 1 5 Year USD Bond ETF
91.81%$4.50B0.06%
S
SPTSSPDR Portfolio Short Term Treasury ETF
91.73%$5.94B0.03%
I
IBTOiShares iBonds Dec 2033 Term Treasury ETF
91.39%$330.46M0.07%
I
IEFiShares 7 10 Year Treasury Bond ETF
91.10%$34.26B0.15%
F
FLGVFranklin U.S. Treasury Bond ETF
90.34%$992.02M0.09%

The ETFs that are correlated to ISTB - iShares Core 1 5 Year USD Bond ETF are GVI, BSV, IEI, VGIT, BIV

Name
Correlation
AUM
Expense Ratio
G
GVIiShares Intermediate Government/Credit Bond ETF
95.68%$3.40B0.2%
B
BSVVanguard Short Term Bond ETF
95.08%$38.29B0.03%
I
IEIiShares 3 7 Year Treasury Bond ETF
94.55%$16.63B0.15%
V
VGITVanguard Intermediate Term Treasury ETF
94.35%$31.56B0.04%
B
BIVVanguard Intermediate Term Bond ETF
93.97%$22.81B0.03%
S
SPTISPDR Portfolio Intermediate Term Treasury ETF
93.86%$8.57B0.03%
S
SCHRSchwab Intermediate Term U.S. Treasury ETF
93.81%$10.54B0.03%
I
IBTLiShares iBonds Dec 2031 Term Treasury ETF
93.31%$362.65M0.07%
I
IGSBiShares Trust iShares 1 5 Year Investment Grade Corporate Bond ETF
93.28%$20.99B0.04%
I
IBTKiShares iBonds Dec 2030 Term Treasury ETF
93.23%$424.16M0.07%
I
IBTJiShares iBonds Dec 2029 Term Treasury ETF
93.23%$642.10M0.07%
I
IBDViShares iBonds Dec 2030 Term Corporate ETF
93.14%$1.74B0.1%
B
BSCUTraded Self Indexed Fund Trust Invesco BulletShares 2030 Corporate Bond ETF
92.81%$1.52B0.1%
F
FIXDTraded Fund VIII First Trust TCW Opportunistic Fixed Income ETF
92.72%$3.64B0.65%
I
IBDTiShares iBonds Dec 2028 Term Corporate ETF
92.64%$2.76B0.1%
T
TYASimplify Intermediate Term Treasury Futures Strategy ETF
92.52%$160.20M0.15%
V
VCSHVanguard Short Term Corporate Bond ETF
92.44%$34.38B0.03%
S
SUSBiShares Trust iShares ESG Aware 1 5 Year USD Corporate Bond ETF
92.15%$965.57M0.12%
A
AGGiShares Core U.S. Aggregate Bond ETF
91.93%$122.25B0.03%
B
BNDVanguard Total Bond Market ETF
91.87%$124.99B0.03%

Holding Overlap

IBTI - iShares iBonds Dec 2028 Term Treasury ETF and ISTB - iShares Core 1 5 Year USD Bond ETF have a 23 holding overlap. Which accounts for a 8.5% overlap.

Number of overlapping holdings

23

% of overlapping holdings

8.47%

Name
Weight in IBTI
Weight in ISTB
7
7006350

UNITED STATES T

9.61%0.55%
7
7006518

UNITED STATES T

7.23%0.48%
7
7007943

UNITED STATES T

6.45%0.20%
7
7009244

UNITED STATES T

6.34%0.57%
7
7007828

UNITED STATES T

5.45%0.09%
7
7005960

UNITED STATES T

5.29%0.48%
7
7007867

UNITED STATES T

5.01%0.30%
7
7006399

UNITED STATES T

4.99%0.43%
7
7008003

UNITED STATES T

4.78%0.25%
7
7008900

UNITED STATES T

4.16%0.56%

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