BAFE vs IBTI
Comparison between BROWN ADVISORY FLEXIBLE EQUITY ETF (BAFE, ETF) and ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF).
BAFE vs IBTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAFE
$1.60B
Winner
IBTI
$1.70B
Expense Ratio
BAFE
0.54%
Winner
IBTI
0.07%
Max Drawdown
Winner
BAFE
18.37%
IBTI
20.83%
Sharpe Ratio
Winner
BAFE
0.69
IBTI
-0.36
5Y Beta
BAFE
0.95
Winner
IBTI
-0.02
P/E Ratio
BAFE
25.88
IBTI
N/A
Forward P/E
BAFE
21.06
IBTI
N/A
PEG Ratio
BAFE
0.78
IBTI
N/A
5Y Dividends CAGR
BAFE
N/A
IBTI
36.89%
5Y EPS CAGR
BAFE
23.15%
IBTI
N/A
P/S Ratio
BAFE
2.30
IBTI
N/A
P/B Ratio
BAFE
4.56
IBTI
N/A
BAFE vs IBTI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BAFE
+0.22%
IBTI
+0.18%
3M
Winner
BAFE
+11.34%
IBTI
+0.32%
6M
Winner
BAFE
+3.47%
IBTI
+0.56%
1Y
Winner
BAFE
+11.98%
IBTI
+2.98%
5Y(CAGR)
BAFE
N/A
IBTI
+0.19%
Max(CAGR)
Winner
BAFE
+8.40%
IBTI
+0.21%
BAFE vs IBTI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | BAFE | IBTI |
|---|---|---|
| 2026 | +3.87% | +0.27% |
| 2025 | +9.82% | +6.24% |
| 2024 | -0.51% | +2.84% |
| 2023 | N/A | +4.22% |
| 2022 | N/A | -10.75% |
| 2021 | N/A | -3.53% |
| 2020 | N/A | +3.65% |
BAFE vs IBTI Drawdown Comparison
The maximum drawdown for BAFE was -18.37%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current BAFE drawdown is -2.70%. The current IBTI drawdown is -3.91%.
| Rank | BAFE | IBTI |
|---|---|---|
| #1 | -18.37% Jan 30, 2025 - Jul 3, 2025 | -18.46% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -12.73% Jan 9, 2026 - Apr 27, 2026 | -4.63% Mar 9, 2020 - Apr 1, 2020 |
| #3 | -6.15% Oct 27, 2025 - Dec 11, 2025 | -1.69% Apr 21, 2020 - Jul 17, 2020 |
| #4 | -4.39% Dec 4, 2024 - Jan 23, 2025 | -0.94% Apr 3, 2020 - Apr 15, 2020 |
| #5 | -3.88% Sep 19, 2025 - Oct 27, 2025 | -0.21% Apr 16, 2020 - Apr 20, 2020 |
| #6 | -3.77% Jul 25, 2025 - Aug 28, 2025 | -0.19% Jul 23, 2020 - Jul 28, 2020 |
| #7 | -3.01% Jun 4, 2026 - Jun 10, 2026 | -0.12% Jul 31, 2020 - Aug 4, 2020 |
| #8 | -2.38% Dec 11, 2025 - Dec 24, 2025 | -0.04% Mar 3, 2020 - Mar 5, 2020 |
| #9 | -1.72% Jul 3, 2025 - Jul 24, 2025 | -0.04% Apr 1, 2020 - Apr 3, 2020 |
| #10 | -1.69% May 6, 2026 - May 27, 2026 | N/A |
| #11 | -1.11% Aug 28, 2025 - Sep 4, 2025 | N/A |
| #12 | -0.99% Dec 26, 2025 - Jan 5, 2026 | N/A |
| #13 | -0.62% Jan 6, 2026 - Jan 9, 2026 | N/A |
| #14 | -0.56% Apr 27, 2026 - Apr 30, 2026 | N/A |
| #15 | -0.55% Sep 9, 2025 - Sep 11, 2025 | N/A |
Correlation
Correlation between BAFE and IBTI is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2020 - 2026)
BAFE vs IBTI dividend yield comparison.
| Year | BAFE | IBTI |
|---|---|---|
| 2026 | 0.00% | 1.54% |
| 2025 | 0.30% | 3.87% |
| 2024 | 0.06% | 3.92% |
| 2023 | 0.00% | 3.26% |
| 2022 | 0.00% | 1.70% |
| 2021 | 0.00% | 0.90% |
| 2020 | 0.00% | 0.56% |
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