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IBTJ vs LIFT

iShares iBonds Dec 2029 Term Treasury ETF

IBTJANasdaq

Lifex 2028 Income Bucket ETF

LIFTCCboe

Overlap

No data

Expense ratio

IBTJ −0.18pt a year

IBTJ0.07%LIFT0.25%

Avg volume · 30D

IBTJ 598.2×the volume

IBTJ429KLIFT717

IBTJ vs LIFT Performance

Nov 7, 2025 – Nov 9, 2026

+1.1%IBTJ+2.8%LIFT

Nov 7, 2025 to Nov 9, 2026. IBTJ +1.1%. LIFT +2.8%. Use the arrow keys to read each point.−0.5%0%0.5%1.5%2%Nov 2025May 2026Nov 2026
Expense ratio
IBTJ 0.07%, better
LIFT 0.25%
Fund size
IBTJ $1.6B
LIFT $2M
1Y total return
IBTJ +1.1%
LIFT +2.8%, better
Yield (12M)
IBTJ 3.79%
LIFT 49.29%, better
Holdings
IBTJ 39
LIFT 18
Avg volume (30D)
IBTJ 429K sh, better
LIFT 717 sh
NAV per share
IBTJ $21.39
LIFT $20.25
52W range

ETF.net Grade

IBTJ: Cost 65, Risk 50, Mission 100, Tradability 63, Holdings 73, Durability 88. LIFT: Cost 10, Risk 69, Mission 100, Tradability 45, Holdings 70, Durability 15.
Pillar letters and Scores for IBTJ, LIFT, with each pillar’s weight
PillarIBTJLIFT
Cost30% weightB65HigherF10
Mission25% weightA100A100
Risk15% weightC50B69Higher
Tradability15% weightB63HigherC45
Holdings10% weightA73HigherA70
Durability5% weightA88HigherF15

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 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 ›

IBTJ ranks 4th 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 3AIBTIiShares iBonds Dec 2028 Term Treasury ETFScore 76
  4. Rank 4AIBTJiShares iBonds Dec 2029 Term Treasury ETFScore 73
  5. Rank 5BBSGRInvesco Bulletshares 2027 Treasury Bond ETFScore 70
  6. Rank 20CIBGMiShares iBonds Dec 2056 Term Treasury ETFScore 40
  7. Rank 20CLIFTLifex 2028 Income Bucket ETFScore 40
  8. Rank 25DIBGKiShares iBonds Dec 2054 Term Treasury ETFScore 36

Our read on each fund

ETF.net Research

IBTJAiShares iBonds Dec 2029 Term Treasury ETF

LIFTCLifex 2028 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.

LIFT 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.

LIFT 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.

LIFT 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.

LIFT No data

Full IBTJ profile⁠

Full LIFT profile⁠

IBTJ 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.

IBTJ vs LIFT Cost

Overpaying LIFT vs IBTJ

$3,679

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

  • IBTJ 0.07%

    $1,480

  • LIFT 0.25%

    $5,159

$10,000
30 years

Cost over time

  • IBTJ 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 $5,159IBTJ $1,480

Year by year

YearIBTJLIFTOverpaying
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%LIFT
  • Middle half of Defined-Maturity Treasury funds
  • Median 0.07%

IBTJ cheapest of 30 funds

LIFT 24th cheapest of 30 funds

IBTJ vs LIFT Dividends

Last 12 months to Nov 9, 2026
Yield (12M)
IBTJ 3.79%
LIFT 49.29%, better
Payout (12M)
IBTJ $0.81
LIFT $10.00
Last payment
IBTJ $0.07
LIFT $0.83
Ex-dividend
IBTJ Nov 2, 2026
LIFT Nov 3, 2026
Paid on
IBTJ Nov 5, 2026
LIFT Nov 4, 2026
Frequency
IBTJ Monthly
LIFT Monthly

Distribution history

Per share, 2023 to 2026, same scale for both

IBTJMonthly · 46 paymentsAll IBTJ payments⁠
One bar per payment. 46 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; Nov 2, 2026 $0.07. 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

IBTJ vs LIFT 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%LIFT 0.9%since Oct 2025
Return per unit of riskSharpe ratio, 3 years
IBTJ 0.13LIFT −1.29since Oct 2025
Worst fallMax drawdown, 5 years
IBTJ −15.9%LIFT −0.5%since Sep 2025
Market sensitivityBeta, 5 years
IBTJ 0.72LIFT 0.001

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