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IBHK vs TLT

iShares iBonds 2031 Term High Y vs iShares 20+ Year Treasury Bond ETF

IBHK

iShares iBonds 2031 Term High Y

iShares

Annual cost

0.35%

Fund size

$57M

TLT

iShares 20+ Year Treasury Bond ETF

iShares

Annual cost

0.15%

Fund size

$42.9B

Key differences

  • TLT costs 0.20% less per year.
  • TLT is significantly larger than IBHK — larger funds tend to be more liquid and less likely to close.
  • TLT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IBHKTLT
Annual cost (TER)0.35%0.15%
Fund size (AUM)$57M$42.9B
Since20242002
Dividend yield6.59%4.57%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.0%+5.4%
CAGR 3YN/A-2.3%
CAGR 5YN/A-6.1%
Sharpe 3YN/A-0.35
Volatility 1Y4.13%9.95%
Max drawdown-4.83%-48.35%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IBHK and TLT