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IBTG vs LIFT

iShares iBonds Dec 2026 Term Treasury ETF

IBTGANasdaq

Lifex 2028 Income Bucket ETF

LIFTCCboe

Overlap

No data

Expense ratio

IBTG −0.18pt a year

IBTG0.07%LIFT0.25%

Avg volume · 30D

IBTG 775.9×the volume

IBTG556KLIFT717

IBTG vs LIFT Performance

Nov 7, 2025 – Nov 9, 2026

+3.6%IBTG+2.8%LIFT

Nov 7, 2025 to Nov 9, 2026. IBTG +3.6%. LIFT +2.8%. Use the arrow keys to read each point.0%1%2%Nov 2025May 2026Nov 2026
Expense ratio
IBTG 0.07%, better
LIFT 0.25%
Fund size
IBTG $1.82B
LIFT $2M
1Y total return
IBTG +3.6%, better
LIFT +2.8%
Yield (12M)
IBTG 3.85%
LIFT 49.29%, better
Holdings
IBTG 9
LIFT 18
Avg volume (30D)
IBTG 556K sh, better
LIFT 717 sh
NAV per share
IBTG $22.83
LIFT $20.25
52W range

ETF.net Grade

IBTG: Cost 65, Risk 84, Mission 100, Tradability 97, Holdings 36, Durability 91. LIFT: Cost 10, Risk 69, Mission 100, Tradability 45, Holdings 70, Durability 15.
Pillar letters and Scores for IBTG, LIFT, with each pillar’s weight
PillarIBTGLIFT
Cost30% weightB65HigherF10
Mission25% weightA100A100
Risk15% weightA84HigherB69
Tradability15% weightA97HigherC45
Holdings10% weightD36A70Higher
Durability5% weightA91HigherF15

Rank among Defined-Maturity Treasury funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. IBTG and LIFT are both graded against the same 30 Defined-Maturity Treasury funds, so their Grades compare head to head.

Defined-Maturity Treasury⁠

Category · 30 funds
See all 30 ›

IBTG ranks 1st and LIFT 20th of 30 funds in the Defined-Maturity Treasury Category.

  1. Rank 1AIBTGiShares iBonds Dec 2026 Term Treasury ETFScore 79
  2. Rank 2AIBTHiShares iBonds Dec 2027 Term Treasury ETFScore 77
  3. Rank 20CIBGMiShares iBonds Dec 2056 Term Treasury ETFScore 40
  4. Rank 20CLIFTLifex 2028 Income Bucket ETFScore 40
  5. Rank 25DIBGKiShares iBonds Dec 2054 Term Treasury ETFScore 36

Our read on each fund

ETF.net Research

IBTGAiShares iBonds Dec 2026 Term Treasury ETF

LIFTCLifex 2028 Income Bucket ETF

In short

IBTG A bond with a ticker. IBTG holds U.S. Treasuries maturing in 2026, then winds itself down and hands back the proceeds like a maturing note. Seven basis points a year, and one rung in a suite built for laddering.

LIFT No data

Stated mandate

IBTG The fund seeks to track an index of U.S. Treasury bonds that mature in 2026.

LIFT No data

Why people hold it

  • IBTG Defined end date: it holds Treasuries maturing in 2026 and terminates on or about October or December 15 of its named year, then pays out what is left.ishares.comishares.com 2
  • U.S. Treasury debt only, so no issuer credit calls to second-guess, and the income shows up monthly.
  • Costs 0.07% a year, level with the typical defined-maturity Treasury fund and the same rate as sibling rungs IBTH, IBTI, IBTJ and IBTK.
  • Billion-dollar asset base, close tracking of its ICE Treasury maturity index, and steady on-screen trading: one of the stronger implementations in the Treasury ladder group.

LIFT No data

Worth knowing

  • IBTG In the final months the portfolio shifts into cash and cash-like instruments, so income varies over time and that stretch earns whatever cash rates happen to be.ishares.com
  • Termination is the design, not a surprise: liquidation proceeds land in your account, reinvesting is your call, and a gain or loss versus cost basis is a taxable event.ishares.com
  • Not a guarantee. iShares states investors may experience losses, including near or at the termination date, and the share price moves with rates along the way.ishares.com

LIFT No data

Full IBTG profile⁠

Full LIFT profile⁠

IBTG vs LIFT Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

IBTG vs LIFT Cost

Overpaying LIFT vs IBTG

$3,679

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • IBTG 0.07%

    $1,480

  • LIFT 0.25%

    $5,159

$10,000
30 years

Cost over time

  • IBTG 0.07%
  • LIFT 0.25%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2K$4K$6K051015202530LIFT $5,159IBTG $1,480

Year by year

YearIBTGLIFTOverpaying
10$128$455$327
20$503$1,769$1,266
30$1,480$5,159$3,679

Expense ratio

  • 0.07%IBTG, cheaper
  • 0.25%LIFT
  • Middle half of Defined-Maturity Treasury funds
  • Median 0.07%

IBTG cheapest of 30 funds

LIFT 24th cheapest of 30 funds

IBTG vs LIFT Dividends

Last 12 months to Nov 9, 2026
Yield (12M)
IBTG 3.85%
LIFT 49.29%, better
Payout (12M)
IBTG $0.88
LIFT $10.00
Last payment
IBTG $0.08
LIFT $0.83
Ex-dividend
IBTG Nov 2, 2026
LIFT Nov 3, 2026
Paid on
IBTG Nov 5, 2026
LIFT Nov 4, 2026
Frequency
IBTG Monthly
LIFT Monthly

Distribution history

Per share, 2023 to 2026, same scale for both

IBTGMonthly · 46 paymentsAll IBTG payments⁠
One bar per payment. 46 payments from 2023 to 2026 YTD. Feb 1, 2023 $0.07; Mar 1, 2023 $0.06; Apr 3, 2023 $0.07; May 1, 2023 $0.07; Jun 1, 2023 $0.07; Jul 3, 2023 $0.07; Aug 1, 2023 $0.07; Sep 1, 2023 $0.07; Oct 2, 2023 $0.07; Nov 1, 2023 $0.07; Dec 1, 2023 $0.07; Dec 14, 2023 $0.07; Feb 1, 2024 $0.07; Mar 1, 2024 $0.07; Apr 1, 2024 $0.08; May 1, 2024 $0.08; Jun 3, 2024 $0.08; Jul 1, 2024 $0.08; Aug 1, 2024 $0.08; Sep 3, 2024 $0.08; Oct 1, 2024 $0.08; Nov 1, 2024 $0.08; Dec 2, 2024 $0.08; Dec 18, 2024 $0.08; Feb 3, 2025 $0.08; Mar 3, 2025 $0.07; Apr 1, 2025 $0.08; May 1, 2025 $0.08; Jun 2, 2025 $0.08; Jul 1, 2025 $0.08; Aug 1, 2025 $0.08; Sep 2, 2025 $0.08; Oct 1, 2025 $0.07; Nov 3, 2025 $0.08; Dec 1, 2025 $0.07; Dec 19, 2025 $0.08; Feb 2, 2026 $0.08; Mar 2, 2026 $0.07; Apr 1, 2026 $0.08; May 1, 2026 $0.07; Jun 1, 2026 $0.07; Jul 1, 2026 $0.07; Aug 3, 2026 $0.07; Sep 1, 2026 $0.07; Oct 1, 2026 $0.07; Nov 2, 2026 $0.08. Use the arrow keys to read each point.$0$0.5020232026YTD
LIFTMonthly · 14 paymentsAll LIFT payments⁠
One bar per payment. 14 payments from 2023 to 2026 YTD. Oct 2, 2025 $0.83; Nov 4, 2025 $0.83; Dec 2, 2025 $0.83; Jan 5, 2026 $0.83; Feb 3, 2026 $0.83; Mar 3, 2026 $0.83; Apr 2, 2026 $0.83; May 4, 2026 $0.83; Jun 2, 2026 $0.83; Jul 2, 2026 $0.83; Aug 4, 2026 $0.83; Sep 2, 2026 $0.83; Oct 2, 2026 $0.83; Nov 3, 2026 $0.83. Use the arrow keys to read each point.$0$0.5020232026YTD

IBTG vs LIFT Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
IBTG 1.5%LIFT 0.9%since Oct 2025
Return per unit of riskSharpe ratio, 3 years
IBTG 0.12LIFT −1.29since Oct 2025
Worst fallMax drawdown, 5 years
IBTG −10.8%LIFT −0.5%since Sep 2025
Market sensitivityBeta, 5 years
IBTG 0.24LIFT 0.001

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