Skip to content
etf.net

IBTJ vs LDDR

iShares iBonds Dec 2029 Term Treasury ETF

IBTJANasdaq

LifeX 2035 Income Bucket ETF

LDDRCCboe

Overlap

No data

Expense ratio

IBTJ −0.18pt a year

IBTJ0.07%LDDR0.25%

Avg volume · 30D

IBTJ 337.2×the volume

IBTJ398KLDDR1.18K

IBTJ vs LDDR Performance

Oct 31, 2025 – Oct 30, 2026

+1.1%IBTJ0.0%LDDR

Oct 31, 2025 to Oct 30, 2026. IBTJ +1.1%. LDDR 0.0%. Use the arrow keys to read each point.−3%−2%−1%2%Oct 2025Apr 2026Oct 2026
Expense ratio
IBTJ 0.07%, better
LDDR 0.25%
Fund size
IBTJ $1.56B
LDDR $38M
1Y total return
IBTJ +1.1%, better
LDDR 0.0%
Yield (12M)
IBTJ 3.78%
LDDR 13.27%, better
Holdings
IBTJ 40
LDDR 54
Avg volume (30D)
IBTJ 398K sh, better
LDDR 1.18K sh
NAV per share
IBTJ $21.42
LDDR $75.40
52W range

ETF.net Grade

IBTJ: Cost 65, Risk 53, Mission 100, Tradability 63, Holdings 73, Durability 88. LDDR: Cost 10, Risk 59, Mission 50, Tradability 60, Holdings 71, Durability 44.
Pillar letters and Scores for IBTJ, LDDR, with each pillar’s weight
PillarIBTJLDDR
Cost30% weightB65HigherF10
Mission25% weightA100HigherC50
Risk15% weightC53B59Higher
Tradability15% weightB63HigherB60
Holdings10% weightA73HigherA71
Durability5% weightA88HigherC44

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. IBTJ and LDDR 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 ›

IBTJ ranks 4th and LDDR 19th of 30 funds in the Defined-Maturity Treasury Category.

  1. Rank 1AIBTGiShares iBonds Dec 2026 Term Treasury ETFScore 80
  2. Rank 2AIBTHiShares iBonds Dec 2027 Term Treasury ETFScore 78
  3. Rank 3AIBTIiShares iBonds Dec 2028 Term Treasury ETFScore 76
  4. Rank 4AIBTJiShares iBonds Dec 2029 Term Treasury ETFScore 73
  5. Rank 5AIBTKiShares iBonds Dec 2030 Term Treasury ETFScore 71
  6. Rank 18CIBGBiShares iBonds Dec 2045 Term Treasury ETFScore 43
  7. Rank 19CLDDRLifeX 2035 Income Bucket ETFScore 42
  8. Rank 20CIBGMiShares iBonds Dec 2056 Term Treasury ETFScore 41

Our read on each fund

ETF.net Research

IBTJAiShares iBonds Dec 2029 Term Treasury ETF

LDDRCLifeX 2035 Income Bucket ETF

In short

IBTJ One rung of a Treasury ladder in a single ticker. IBTJ holds only US Treasuries maturing in 2029, giving a defined end date instead of a bond fund that rolls its maturities forever.

LDDR No data

Stated mandate

IBTJ The fund seeks to track an index of U.S. Treasury bonds maturing in 2029, offering defined-maturity exposure for income, stability, bond-ladder construction, and interest-rate-risk management.

LDDR No data

Why people hold it

  • IBTJ Charges 0.07% a year, under the typical fund in its target-maturity group, and it does the job with Treasuries while most top-ranked peers (IBDU, BSCT, VBCB) hold corporate credit.
  • Defined maturity does ladder work for you: roughly 30 Treasuries, all maturing in 2029, tracked against the ICE 2029 Maturity US Treasury Index.
  • Hugs its index closely and ranks among the strongest implementations in its target-maturity peer group. A multi-billion-dollar iShares fund that has been trading since 2020, paying monthly.

LDDR No data

Worth knowing

  • IBTJ It is one maturity year of one issuer: US Treasuries due 2029. No credit spread, no spread of maturities. A building block, not a whole bond sleeve.
  • Until 2029 the share price still moves with interest rates. The defined maturity fixes the end date, not the ride getting there.
  • Trading is moderate rather than headline-Treasury-ETF busy, which matters most on larger orders.

LDDR No data

Full IBTJ profile⁠

Full LDDR profile⁠

IBTJ vs LDDR 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.

IBTJ vs LDDR Cost

Overpaying LDDR vs IBTJ

$3,679

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

  • IBTJ 0.07%

    $1,480

  • LDDR 0.25%

    $5,159

$10,000
30 years

Cost over time

  • IBTJ 0.07%
  • LDDR 0.25%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2K$4K$6K051015202530LDDR $5,159IBTJ $1,480

Year by year

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

Expense ratio

  • 0.07%IBTJ, cheaper
  • 0.25%LDDR
  • Middle half of Defined-Maturity Treasury funds
  • Median 0.07%

IBTJ cheapest of 30 funds

LDDR 24th cheapest of 30 funds

IBTJ vs LDDR Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
IBTJ 3.78%
LDDR 13.27%, better
Payout (12M)
IBTJ $0.81
LDDR $10.00
Last payment
IBTJ $0.07
LDDR $0.83
Ex-dividend
IBTJ Oct 1, 2026
LDDR Oct 2, 2026
Paid on
IBTJ Oct 6, 2026
LDDR Oct 5, 2026
Frequency
IBTJ Monthly
LDDR Monthly

Distribution history

Per share, 2023 to 2026, same scale for both

IBTJMonthly · 45 paymentsAll IBTJ payments⁠
One bar per payment. 45 payments from 2023 to 2026 YTD. Feb 1, 2023 $0.06; Mar 1, 2023 $0.06; Apr 3, 2023 $0.06; May 1, 2023 $0.06; Jun 1, 2023 $0.06; Jul 3, 2023 $0.07; Aug 1, 2023 $0.07; Sep 1, 2023 $0.06; Oct 2, 2023 $0.06; Nov 1, 2023 $0.07; Dec 1, 2023 $0.07; Dec 14, 2023 $0.07; Feb 1, 2024 $0.07; Mar 1, 2024 $0.06; Apr 1, 2024 $0.07; May 1, 2024 $0.07; Jun 3, 2024 $0.07; Jul 1, 2024 $0.07; Aug 1, 2024 $0.07; Sep 3, 2024 $0.07; Oct 1, 2024 $0.07; Nov 1, 2024 $0.07; Dec 2, 2024 $0.07; Dec 18, 2024 $0.07; Feb 3, 2025 $0.07; Mar 3, 2025 $0.07; Apr 1, 2025 $0.07; May 1, 2025 $0.07; Jun 2, 2025 $0.07; Jul 1, 2025 $0.07; Aug 1, 2025 $0.07; Sep 2, 2025 $0.07; Oct 1, 2025 $0.07; Nov 3, 2025 $0.07; Dec 1, 2025 $0.07; Dec 19, 2025 $0.06; Feb 2, 2026 $0.07; Mar 2, 2026 $0.06; Apr 1, 2026 $0.07; 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. Use the arrow keys to read each point.$0$520232026YTD
LDDRMonthly · 21 paymentsAll LDDR payments⁠
One bar per payment. 21 payments from 2023 to 2026 YTD. Feb 6, 2025 $7.09; Mar 4, 2025 $0.83; Apr 2, 2025 $0.83; May 2, 2025 $0.83; Jun 3, 2025 $0.83; Jul 2, 2025 $0.83; Aug 4, 2025 $0.83; Sep 3, 2025 $0.83; 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. Use the arrow keys to read each point.$0$520232026YTD

IBTJ vs LDDR Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
IBTJ 4.0%LDDR 5.7%since Feb 2025
Return per unit of riskSharpe ratio, 3 years
IBTJ 0.13LDDR 0.22since Feb 2025
Worst fallMax drawdown, 5 years
IBTJ −15.9%LDDR −5.3%since Jan 2025
Market sensitivityBeta, 5 years
IBTJ 0.72LDDR 0.03

Popular comparisons

  • IBTJAvsIBTGA

    iShares iBonds Dec 2029 Term Treasury ETF · iShares iBonds Dec 2026 Term Treasury ETF

    Expense ratio
    0.07% · 0.07%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • LDDRCvsIBTGA

    LifeX 2035 Income Bucket ETF · iShares iBonds Dec 2026 Term Treasury ETF

    Expense ratio
    0.25% · 0.07%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • IBTJAvsIBTHA

    iShares iBonds Dec 2029 Term Treasury ETF · iShares iBonds Dec 2027 Term Treasury ETF

    Expense ratio
    0.07% · 0.07%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • LDDRCvsIBTHA

    LifeX 2035 Income Bucket ETF · iShares iBonds Dec 2027 Term Treasury ETF

    Expense ratio
    0.25% · 0.07%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • IBTJAvsIBTIA

    iShares iBonds Dec 2029 Term Treasury ETF · iShares iBonds Dec 2028 Term Treasury ETF

    Expense ratio
    0.07% · 0.07%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

  • LDDRCvsIBTIA

    LifeX 2035 Income Bucket ETF · iShares iBonds Dec 2028 Term Treasury ETF

    Expense ratio
    0.25% · 0.07%
    Category
    Same Category. Both funds are graded against the same funds, so their Grades compare head to head.