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IBTJ vs LFBE

iShares iBonds Dec 2029 Term Treasury ETF

IBTJANasdaq

LifeX 2065 Longevity Income ETF

LFBEDCboe

Overlap

No data

Expense ratio

IBTJ −0.18pt a year

IBTJ0.07%LFBE0.25%

Avg volume · 30D

IBTJ 3588.0×the volume

IBTJ398KLFBE111

IBTJ vs LFBE Performance

Oct 31, 2025 – Oct 30, 2026

+1.1%IBTJ−4.5%LFBE

Oct 31, 2025 to Oct 30, 2026. IBTJ +1.1%. LFBE −4.5%. Use the arrow keys to read each point.−8%−6%−2%Oct 2025Apr 2026Oct 2026
Expense ratio
IBTJ 0.07%, better
LFBE 0.25%
Fund size
IBTJ $1.56B
LFBE $2M
1Y total return
IBTJ +1.1%, better
LFBE −4.5%
Yield (12M)
IBTJ 3.78%
LFBE 5.69%, better
Holdings
IBTJ 40
LFBE 14
Avg volume (30D)
IBTJ 398K sh, better
LFBE 111 sh
NAV per share
IBTJ $21.42
LFBE $176.11
52W range

ETF.net Grade

IBTJ: Cost 65, Risk 53, Mission 100, Tradability 63, Holdings 73, Durability 88. LFBE: Cost 10, Risk 32, Mission 20, Tradability 43, Holdings 57, Durability 21.
Pillar letters and Scores for IBTJ, LFBE, with each pillar’s weight
PillarIBTJLFBE
Cost30% weightB65HigherF10
Mission25% weightA100HigherF20
Risk15% weightC53HigherD32
Tradability15% weightB63HigherC43
Holdings10% weightA73HigherB57
Durability5% weightA88HigherF21

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 LFBE 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 LFBE 28th 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 28DLFAOLifeX 2055 Longevity Income ETFScore 26
  7. Rank 28DLFBELifeX 2065 Longevity Income ETFScore 26
  8. TIPFNot yet graded

Our read on each fund

ETF.net Research

IBTJAiShares iBonds Dec 2029 Term Treasury ETF

LFBEDLifeX 2065 Longevity Income 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.

LFBE 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.

LFBE 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.

LFBE 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.

LFBE No data

Full IBTJ profile⁠

Full LFBE profile⁠

IBTJ vs LFBE 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 LFBE Cost

Overpaying LFBE vs IBTJ

$3,679

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

  • IBTJ 0.07%

    $1,480

  • LFBE 0.25%

    $5,159

$10,000
30 years

Cost over time

  • IBTJ 0.07%
  • LFBE 0.25%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2K$4K$6K051015202530LFBE $5,159IBTJ $1,480

Year by year

YearIBTJLFBEOverpaying
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%LFBE
  • Middle half of Defined-Maturity Treasury funds
  • Median 0.07%

IBTJ cheapest of 30 funds

LFBE 24th cheapest of 30 funds

IBTJ vs LFBE Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
IBTJ 3.78%
LFBE 5.69%, better
Payout (12M)
IBTJ $0.81
LFBE $10.00
Last payment
IBTJ $0.07
LFBE $0.83
Ex-dividend
IBTJ Oct 1, 2026
LFBE Oct 2, 2026
Paid on
IBTJ Oct 6, 2026
LFBE Oct 5, 2026
Frequency
IBTJ Monthly
LFBE 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
LFBEMonthly · 23 paymentsAll LFBE payments⁠
One bar per payment. 23 payments from 2023 to 2026 YTD. Feb 4, 2025 $0.08; Feb 19, 2025 $7.57; 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; Sep 24, 2025 $4.96; 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 LFBE 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%LFBE 9.0%since Feb 2025
Return per unit of riskSharpe ratio, 3 years
IBTJ 0.13LFBE −0.37since Feb 2025
Worst fallMax drawdown, 5 years
IBTJ −15.9%LFBE −11.1%since Jan 2025
Market sensitivityBeta, 5 years
IBTJ 0.72LFBE 0.04

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