IBCB 주가 전망 및 ETF 분석 - 배당·운용보수·보유종목·NAV·RSI·MACD

IBCB

iShares iBonds Dec 2036 Term Corporate ETF

7월 28일 3:59 PM ET (한국 7/29 04:59)

$24.70

+0.08 ▲ +0.32%

🌙 7월 28일 5:05 PM ET (한국 7/29 06:05)

$24.70

+0.00 +0.00%

IBCB ETF is analyzed across 10 metrics including expense ratio, holdings, sector allocation, dividends, RSI, and MACD.

Total Expense Ratio

0.1%

Annual operating cost

Net Assets (AUM)

$90M

약 1230억원

Holdings

290 items

Dividend Yield

1.02%

Management Style

Passive

Category ⓘ	Bonds - Corporate	Asset Type ⓘ	Bonds	Return% 1Y ⓘ	-	Total Holdings ⓘ	290	Perf Week ⓘ	-0.08%
ETF Type ⓘ	US Bonds	Active/Passive ⓘ	Passive	Return% 3Y ⓘ	-	AUM ⓘ	$90M	Perf Month ⓘ	-2.22%
Expense ⓘ	0.1%	NAV ⓘ	$24.60	Return% 5Y ⓘ	-	52W High ⓘ	-3.06%	Perf Quarter ⓘ	-2.14%
Dividend TTM ⓘ	$0.25 (1.02%)	Div Gr. 3/5Y ⓘ	-	Return% 10Y ⓘ	-	52W Low ⓘ	0.73%	Perf Half Y ⓘ	-
Flows% 1M ⓘ	21.88%	Flows% YTD ⓘ	962.58%	Return% SI ⓘ	0.76%	Volatility(W/M) ⓘ	0.29% 0.32%	Perf YTD ⓘ	-0.88%
SMA20 ⓘ	-0.51%	SMA50 ⓘ	-1.06%	SMA200 ⓘ	-1.38%	RSI (14) ⓘ	41.77	Beta ⓘ	-
IPO ⓘ	2026/3/26	Prev Close ⓘ	$24.62	Perf Year ⓘ	-	Avg Volume ⓘ	0.05M	Price ⓘ	$24.7

📊 iShares iBonds Dec 2036 Term Corporate ETF (IBCB) Investment Analysis

ETF Overview

iShares iBonds Dec 2036 Term Corporate ETF · Bonds - Corporate

채권형 — 채권 ETF (만기 미상)

iShares iBonds Dec 2036 Term Corporate ETF는 2036년에 만기가 도래하는 달러 표시 투자 등급 회사채들로 구성된 Bloomberg December 2036 Maturity Corporate Index의 투자 결과를 추종하고자 하는 목표 만기형 펀드입니다. 자산의 최소 80%를 지수 구성 종목에 투자하며, 주로 소비자 제품 및 서비스 섹터 기업들의 우량 회사채에 배분합니다.

📘 IBCB ETF 자세히 알아보기 →

U.S.fixed-incomecorporate-bondsbonds

규모: $90M 약 1230억원
운용사: iShares (BlackRock)
운용 방식: 패시브 (지수 추종)
상장일: 2026년

Cost Efficiency

Annual Expense Ratio · Category Rank · Long-Term Cost Impact

Low-cost ETF — 0.1% annually

상위 25% within Bonds - Corporate. For a ₩100M investment, roughly ₩100,000/year.

Effective Annual Expense Ratio (Net Expense Ratio)

상위 25%

0.1%

My positionTop 25%

Low range Average High range

Actual Cost Simulation by Investment Amount

$100.0M

Annual Expense Ratio

$100K

Save $150K per year vs. category average

Category Median Annual Cost

$250K

Based on expense ratio of 0.25%

10-Year Cumulative Expense Ratio (Long-term simulation assuming 7% annual market growth)

$1.8M

1.9% of returns you could have earned goes to the fund manager due to fees

💡 Because the expense ratio takes a slice of your assets every year, costs compound over 10 years and result in far greater losses than a simple sum (annual fee × 10). The 7% annual return assumption is based on the S&P 500's long-term average.

Defaults shown against $100K baseline portfolio. Adjust the slider to update the amount in real time.

Cheaper alternatives in the same category

VCIT

Vanguard Intermediate-Term Corporate Bond ETF

0.03%

-0.07%p annually

VCSH

Vanguard Short-Term Corporate Bond ETF

0.03%

-0.07%p annually

SCHI

Schwab 5-10 Year Corporate Bond ETF

0.03%

-0.07%p annually

* A lower fee does not necessarily mean a better ETF. Consider the tracked index, liquidity, and tax treatment as well.

Long-Term Performance

1-year · 3-year · 5-year · 10-year returns · vs. benchmark · drawdown defense

Insufficient return data

This ETF is either too recently listed or does not yet have enough disclosed return data. Please refer to ETFs that have been operating for more than one year.

Risk Profile

Volatility · Beta · Max Drawdown · Sharpe · Drawdown Recovery History

Overall Risk Grade

Bond Benchmark

Bond ETFs are naturally less volatile than stocks, so it only makes sense to compare them with other bond ETFs. You should also factor in the inverse relationship between interest rates and bond prices.

🏦 Bond ETFs — Low volatility and low Beta are the norm

Bonds have far lower volatility than stocks, and a lower Beta versus equity benchmarks. An "stable" rating is the natural result; meaningful comparison should be made against bond indices (e.g., AGG/TLT).

Average daily range (last 1 month)

하위 25%

±0.32%

S&P 500 typically ±1.0~1.3% · Bond funds ±0.3% · Leveraged ETFs ±3% or more

Annual volatility trend (past 10 years)

ℹ️ This ETF's average daily price swing. 1% means "on average, moves about ±1% per day." The rolling curve below shows the annualized volatility (long-term standard measure) over time.

Max Drawdown · Past 10 years

-3.1%

Drawdown duration: 3 months

2026-04-17 → 2026-07-23

Still recovering

2026-03-26 Worst -5% 2026-07-01

ℹ️ Maximum drawdown is the largest peak-to-trough decline in the past. It represents the worst-case loss a long-term investor must psychologically endure.

Sharpe Ratio (Risk-Adjusted Return)

-0.60

Poor — Underperforms the risk-free rate

ℹ️ Annualized return minus the risk-free rate (3% annualized), divided by annualized volatility. A value above 1.0 is generally considered good risk-adjusted performance.

Dividend Analysis

Yield · Dividend history · After-tax income calculator

Bond distribution — 1.02% annually

Coupon interest is the primary source.

ℹ️ Bond ETF distributions are mostly coupon income. Distributions may rise when interest rates increase, but this should be considered alongside the resulting price decline.

배당수익률

1.02%

주당 배당

$0.25

연간 기준

5년 성장률

지급 주기

—

최근 12개월 기준

💰 내가 $100K 투자한다면

연간 배당금 (세후) $860

5년 누적 (세후) $4K

* 환율 1 가정, 배당소득세 15% 반영. 5년 누적은 배당 성장률 연 0% 가정.

* Qualified dividend middle-bracket approximation. Actual rate varies by total income.

Overall investment appeal

What this ETF fits best — strengths, weaknesses, and target investor profile

Strengths and weaknesses both present Check the fit below to see whether it matches your investing goal.

🎯 목적별 적합도

내가 이 ETF를 어떤 목적으로 활용할 수 있는지 확인하세요.

🌳

장기 보유

수년 이상 꾸준히 모아갈 때

낮음

💵

배당 인컴

매월·분기 현금흐름이 목적일 때

적합

⚡

단기 트레이딩

며칠~몇 주 단기 방향성 매매

매우 낮음

🧩

포트폴리오 보조

자산 배분·헤지 용도

매우 적합

👤

이런 분에게 어울려요

Investors seeking portfolio stability

✅ 강점

💸Low cost — 0.1% annually

⚠️ 약점·주의사항

⚠️Volatility is above average

Portfolio Composition

What's actually inside — sector weights and top holdings

채권 포트폴리오

주식과 달리 "섹터 = 만기·신용등급"으로 해석해야 해요.

ℹ️ 왜 구성을 봐야 하나요?

ETF의 실제 성과는 담고 있는 종목과 섹터에서 나와요. 이름이 "S&P 500"이라도 기술주 비중이 유난히 높을 수 있고, "배당주 ETF"라도 몇몇 대형주에 쏠려 있을 수 있어요. 라벨보다 실제 구성을 확인하는 게 중요해요.

🔬 집중도 한눈에 보기

총 보유종목

215개

상위 10개 비중

19.2%

최대 단일 종목

3.00%

집중도(HHI)

낮음 (분산)

🥧 섹터 비중

Technology

11.5%

Healthcare

8.3%

Industrials

6.6%

Financial

6.1%

Energy

5.8%

Consumer Cyclical

5.6%

Communication Services

5.5%

Utilities

1.6%

Consumer Defensive

1.5%

Basic Materials

0.6%

Real Estate

0.3%

📋 상위 보유 종목 Top 10 Top 10이 전체의 19.2% 차지

티커 옆의 점 색상 = 섹터 구분 (섹터 차트와 동일 색상)

#1 AMZN Amazon.com, Inc.

3.00%

#2 - Anheuser-Busch Cos. LLC

2.55%

#3 ORCL Oracle Corp.

2.40%

#4 CRM Salesforce, Inc.

2.27%

#5 GOOGL Alphabet, Inc.

2.11%

#6 ABT Abbott Laboratories

1.72%

HONAV Honeywell Aerospace, Inc.

1.65%

#8 AVGO Broadcom, Inc.

1.24%

#9 - Novartis Capital Corp.

1.16%

#10 VZ Verizon Communications, Inc.

1.11%

Category Peers

Category: Bonds - Corporate

같은 카테고리 6종 중 AUM 6/6위 · 보수율 4/6위

카테고리: Bonds - Corporate

ℹ️ 왜 비교해야 하나요?

같은 카테고리 ETF끼리는 보수율·규모(AUM)·배당률을 비교해 볼 가치가 있어요. 보수율은 낮을수록 장기 수익에 유리하고, AUM이 크면 운용 안정성이 높아요. ▲ 표시는 IBCB보다 유리, ▼ 표시는 IBCB보다 불리를 뜻해요.

티커	ETF명	보수율	AUM	보유종목	배당률	YTD	1년
IBCB	iShares iBonds Dec 2036 Term Corporate ETF	0.1%	$90M	290	1.02%	-0.88%	-
LQD	iShares iBoxx USD Investment Grade Corporate Bond ETF	0.14% ▼	$33.1B ▲	3146	4.63% ▲	-	-1.78%
USHY	iShares Broad USD High Yield Corporate Bond ETF	0.08% ▲	$28.8B ▲	1907	6.92% ▲	-	-1.82%
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	0.04% ▲	$17.3B ▲	11498	4.80% ▲	-	-1.27%
HYG	iShares iBoxx USD High Yield Corporate Bond ETF	0.49% ▼	$16.0B ▲	1331	5.93% ▲	-	-1.28%
SPHY	State Street SPDR Portfolio High Yield Bond ETF	0.05% ▲	$11.6B ▲	1923	7.27% ▲	-	-2.06%

AUM 내림차순 정렬 · ▲ IBCB보다 유리 · ▼ IBCB보다 불리

Leveraged & Covered Call ETFs on the Same Theme

ETFs that approach the same theme with a different strategy

9 ETFs tracking the same theme as IBCB using leveraged or covered call strategies (Leverage 2 · Inverse 3 · Covered Call 4)

Not direct derivatives of IBCB, but ETFs that cover the same theme via a different strategy.

ℹ️ Which ETFs are included?

Among ETFs whose theme (category or sector) overlaps with IBCB, some use special strategies. Leveraged ETFs aim for 2–3× the daily move, Inverse ETFs seek opposite-direction returns, and Covered Call ETFs generate monthly income from option premiums.

⚠️ Caution: Long-Term Holding

Leveraged and inverse ETFs track only the daily return. With high volatility, holding them for longer periods causes cumulative volatility decay—returns diverge further from the underlying index. They are meant for short-term trading.

📈 Leverage 2 ETFs that amplify the same theme by 2-3x (high volatility)