BEEZ vs IBGL
Comparison between HONEYTREE U.S. EQUITY ETF (BEEZ, ETF) and ISHARES IBONDS DEC 2055 TERM TREASURY ETF (IBGL, ETF).
BEEZ vs IBGL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BEEZ
$5.90M
Winner
IBGL
$6M
Expense Ratio
BEEZ
0.64%
Winner
IBGL
0.07%
Max Drawdown
BEEZ
19.11%
Winner
IBGL
11.12%
Sharpe Ratio
BEEZ
-0.10
Winner
IBGL
-0.06
5Y Beta
BEEZ
0.79
Winner
IBGL
0.08
P/E Ratio
BEEZ
26.45
IBGL
N/A
Forward P/E
BEEZ
22.25
IBGL
N/A
PEG Ratio
BEEZ
0.95
IBGL
N/A
5Y EPS CAGR
BEEZ
21.06%
IBGL
N/A
Debt to Equity
BEEZ
69.24%
IBGL
N/A
P/S Ratio
BEEZ
3.90
IBGL
N/A
P/B Ratio
BEEZ
6.77
IBGL
N/A
BEEZ vs IBGL - Historical Returns
Returns include dividend reinvestment.
1M
BEEZ
-1.11%
Winner
IBGL
-0.01%
3M
BEEZ
-3.03%
Winner
IBGL
-2.98%
6M
Winner
BEEZ
-0.12%
IBGL
-1.15%
1Y
BEEZ
+1.66%
Winner
IBGL
+2.59%
Max(CAGR)
Winner
BEEZ
+11.87%
IBGL
+0.44%
BEEZ vs IBGL - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BEEZ | IBGL |
|---|---|---|
| 2026 | -0.24% | -0.36% |
| 2025 | +6.38% | +1.00% |
| 2024 | +11.46% | N/A |
| 2023 | +14.28% | N/A |
BEEZ vs IBGL Drawdown Comparison
The maximum drawdown for BEEZ was -18.61%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The maximum drawdown for IBGL was -9.37%, occurring on May 21, 2025. Recovery took 137 trading sessions.
The current BEEZ drawdown is -4.34%. The current IBGL drawdown is -4.61%.
| Rank | BEEZ | IBGL |
|---|---|---|
| #1 | -18.61% Dec 4, 2024 - Aug 13, 2025 | -9.37% Apr 4, 2025 - Oct 21, 2025 |
| #2 | -8.41% Feb 27, 2026 - Mar 27, 2026 | -7.23% Feb 27, 2026 - May 19, 2026 |
| #3 | -8.22% Mar 7, 2024 - Jul 16, 2024 | -4.63% Oct 22, 2025 - Feb 27, 2026 |
| #4 | -6.10% Jul 16, 2024 - Aug 30, 2024 | -0.32% Mar 26, 2025 - Mar 28, 2025 |
| #5 | -5.88% Aug 22, 2025 - Jan 6, 2026 | -0.08% Apr 1, 2025 - Apr 3, 2025 |
| #6 | -4.15% Oct 14, 2024 - Nov 8, 2024 | N/A |
| #7 | -3.44% Jan 22, 2026 - Feb 27, 2026 | N/A |
| #8 | -3.38% Dec 28, 2023 - Jan 19, 2024 | N/A |
| #9 | -2.60% Nov 8, 2024 - Nov 25, 2024 | N/A |
| #10 | -2.55% Aug 30, 2024 - Sep 11, 2024 | N/A |
| #11 | -2.31% Feb 12, 2024 - Feb 22, 2024 | N/A |
| #12 | -1.89% Jan 9, 2026 - Jan 22, 2026 | N/A |
| #13 | -1.43% Jan 22, 2024 - Jan 29, 2024 | N/A |
| #14 | -1.16% Jan 6, 2026 - Jan 9, 2026 | N/A |
| #15 | -1.09% Jan 30, 2024 - Feb 2, 2024 | N/A |
Correlation
Correlation between BEEZ and IBGL is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.
0.24
-101
Dividend Comparison (2023 - 2026)
BEEZ vs IBGL dividend yield comparison.
| Year | BEEZ | IBGL |
|---|---|---|
| 2026 | 0.00% | 1.93% |
| 2025 | 0.56% | 3.52% |
| 2024 | 0.61% | 0.00% |
| 2023 | 0.19% | 0.00% |
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