IBDU vs LIFT
iShares iBonds Dec 2029 Term Corporate ETF against LifeX 2028 Income Bucket ETF: cost, size, returns, what they hold and how much of it is the same.
Fee gap
—
same fee
1-year return gap
29.2 pts
IBDU is ahead
Larger fund
IBDU
$4.0B
Side by side
| IBDU | LIFT | |
|---|---|---|
| Fund | iShares iBonds Dec 2029 Term Corporate ETF | LifeX 2028 Income Bucket ETF |
| Issuer | iShares | LifeX |
| Category | Target Maturity | Target Maturity |
| Expense ratio | 0.10% | — |
| Assets | $4.0B | — |
| Average daily dollar volume | $25M | $16K |
| Listed | Sep 17, 2019 | Sep 23, 2025 |
| FrenzyCap score | 88 | — |
| 1-month return | +0.5% | −3.4% |
| 3-month return | −0.9% | −10.3% |
| Year to date | −2.5% | −30.0% |
| 1-year return | −2.2% | −31.5% |
| 30-day volatility | 2.5% | 15.9% |
| Worst drawdown, 1 year | −4.1% | −31.9% |
| Trailing 12-month yield | 4.67% | 49.36% |
| Holdings | 740 | — |
| Top 10 weight | 6.1% | — |
| Look-through P/E | — | — |
| Holdings vs fair value | — | — |
| Holdings above 200-day average | — | — |
| Net flow, latest 3 reported months | +$363M thru Jul 2026 | — |
| 30-day implied volatility | — | — |
| Holdings as of | as of Nov 6, 2026issuer data |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
More: full overlap table · IBDU holdings · LIFT holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.