DEMZ vs STBF
Comparison between DEMOCRATIC LARGE CAP CORE ETF (DEMZ, ETF) and PERFORMANCE TRUST SHORT TERM BOND ETF (STBF, ETF).
DEMZ vs STBF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DEMZ
$67M
Winner
STBF
$67M
Expense Ratio
Winner
DEMZ
0.45%
STBF
0.65%
Max Drawdown
DEMZ
28.44%
Winner
STBF
2.00%
Sharpe Ratio
Winner
DEMZ
1.06
STBF
0.74
5Y Beta
DEMZ
0.93
Winner
STBF
-0.00
P/E Ratio
DEMZ
29.12
STBF
N/A
Forward P/E
DEMZ
21.41
STBF
N/A
PEG Ratio
DEMZ
0.62
STBF
N/A
5Y Dividends CAGR
DEMZ
58.07%
STBF
N/A
5Y EPS CAGR
DEMZ
20.04%
STBF
N/A
Debt to Equity
DEMZ
38.82%
STBF
N/A
P/S Ratio
DEMZ
3.64
STBF
N/A
P/B Ratio
DEMZ
5.09
STBF
N/A
DEMZ vs STBF - Historical Returns
Returns include dividend reinvestment.
1M
DEMZ
-0.20%
Winner
STBF
+0.14%
3M
Winner
DEMZ
+6.15%
STBF
+0.60%
6M
Winner
DEMZ
+6.90%
STBF
+1.68%
1Y
Winner
DEMZ
+19.53%
STBF
+5.00%
5Y(CAGR)
DEMZ
+12.43%
STBF
N/A
Max(CAGR)
Winner
DEMZ
+16.53%
STBF
+5.58%
DEMZ vs STBF - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | DEMZ | STBF |
|---|---|---|
| 2026 | +9.45% | +1.79% |
| 2025 | +19.81% | +6.35% |
| 2024 | +24.16% | +4.59% |
| 2023 | +24.28% | N/A |
| 2022 | -18.81% | N/A |
| 2021 | +34.21% | N/A |
| 2020 | +11.09% | N/A |
DEMZ vs STBF Drawdown Comparison
The maximum drawdown for DEMZ was -27.17%, occurring on Oct 12, 2022. Recovery took 500 trading sessions.
The maximum drawdown for STBF was -1.18%, occurring on Apr 11, 2025. Recovery took 16 trading sessions.
The current DEMZ drawdown is -2.11%. The current STBF drawdown is -0.27%.
| Rank | DEMZ | STBF |
|---|---|---|
| #1 | -27.17% Dec 29, 2021 - Dec 26, 2023 | -1.18% Apr 4, 2025 - Apr 29, 2025 |
| #2 | -18.69% Dec 4, 2024 - Jun 10, 2025 | -1.00% Feb 26, 2026 - Apr 17, 2026 |
| #3 | -12.28% Jan 27, 2026 - May 6, 2026 | -0.64% Dec 9, 2024 - Jan 27, 2025 |
| #4 | -8.31% Jul 16, 2024 - Sep 19, 2024 | -0.63% Mar 4, 2025 - Apr 4, 2025 |
| #5 | -7.34% Oct 27, 2025 - Jan 6, 2026 | -0.58% May 11, 2026 - Jun 15, 2026 |
| #6 | -6.20% Mar 21, 2024 - May 15, 2024 | -0.53% Oct 1, 2024 - Nov 26, 2024 |
| #7 | -5.44% Sep 8, 2021 - Nov 2, 2021 | -0.51% Oct 27, 2025 - Nov 21, 2025 |
| #8 | -4.64% Jan 21, 2021 - Feb 4, 2021 | -0.47% Aug 2, 2024 - Aug 19, 2024 |
| #9 | -4.42% Feb 12, 2021 - Mar 17, 2021 | -0.44% Apr 30, 2025 - Jun 2, 2025 |
| #10 | -4.20% Nov 19, 2021 - Dec 8, 2021 | -0.40% Apr 9, 2024 - May 3, 2024 |
| #11 | -4.10% Dec 10, 2021 - Dec 27, 2021 | -0.31% Jun 29, 2026 - Jul 8, 2026 |
| #12 | -3.97% Oct 14, 2024 - Nov 7, 2024 | -0.31% May 15, 2024 - Jun 4, 2024 |
| #13 | -3.91% May 7, 2021 - May 28, 2021 | -0.28% Apr 27, 2026 - May 8, 2026 |
| #14 | -3.33% Oct 8, 2025 - Oct 20, 2025 | -0.24% Jun 30, 2025 - Jul 22, 2025 |
| #15 | -2.79% Jul 12, 2021 - Jul 23, 2021 | -0.22% Jun 25, 2024 - Jul 5, 2024 |
Correlation
Correlation between DEMZ and STBF is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2020 - 2026)
DEMZ vs STBF dividend yield comparison.
| Year | DEMZ | STBF |
|---|---|---|
| 2026 | 0.00% | 2.32% |
| 2025 | 0.98% | 5.10% |
| 2024 | 0.53% | 4.18% |
| 2023 | 0.90% | 0.00% |
| 2022 | 0.98% | 0.00% |
| 2021 | 2.46% | 0.00% |
| 2020 | 0.27% | 0.00% |
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