DEMZ vs TEND

Comparison between DEMOCRATIC LARGE CAP CORE ETF (DEMZ, ETF) and iShares Large Cap 10 Target Buffer Dec ETF (TEND, ETF).

DEMZ vs TEND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DEMZ(ETF)	TEND(ETF)
Net Assets	$64M	$64M
Expense Ratio	0.45%	0.50%
Max Drawdown	28.44%	5.92%
Sharpe Ratio	1.31	0.95
5Y Beta	0.94	0.58
P/E Ratio	28.13	N/A
Forward P/E	21.62	N/A
PEG Ratio	0.60	N/A
5Y Dividends CAGR	58.07%	N/A
5Y EPS CAGR	21.21%	N/A
Debt to Equity	41.51%	N/A
P/S Ratio	3.69	N/A
P/B Ratio	5.35	N/A

Net Assets

DEMZ

$64M

TEND

$64M

Expense Ratio

Winner

DEMZ

0.45%

TEND

0.50%

Max Drawdown

DEMZ

28.44%

Winner

TEND

5.92%

Sharpe Ratio

Winner

DEMZ

1.31

TEND

0.95

5Y Beta

DEMZ

0.94

Winner

TEND

0.58

P/E Ratio

DEMZ

28.13

TEND

N/A

Forward P/E

DEMZ

21.62

TEND

N/A

PEG Ratio

DEMZ

0.60

TEND

N/A

5Y Dividends CAGR

DEMZ

58.07%

TEND

N/A

5Y EPS CAGR

DEMZ

21.21%

TEND

N/A

Debt to Equity

DEMZ

41.51%

TEND

N/A

P/S Ratio

DEMZ

3.69

TEND

N/A

P/B Ratio

DEMZ

5.35

TEND

N/A

DEMZ vs TEND - Holdings Comparison

DEMZ and TEND have 0 common holdings. Overlap is 0.00%

DEMZ's top 25 holdings weight is 79.31%. TEND's top 25 holdings weight is 101.77%.

Rank	DEMZ	TEND
#1	LAM RESEARCH CORP (LRCX) - 5.88%	ISHARES CORE S&P 500 ETF (IVV) - 101.77%
#2	APPLE INC (AAPL) - 5.53%	N/A
#3	NVIDIA CORP (NVDA) - 5.42%	N/A
#4	KLA CORP (KLAC) - 5.14%	N/A
#5	MICROSOFT CORP (MSFT) - 4.94%	N/A
#6	ADVANCED MICRO DEVICES INC (AMD) - 4.59%	N/A
#7	AMPHENOL CORP CLASS A (APH) - 4.33%	N/A
#8	LOEWS CORP (L) - 3.90%	N/A
#9	COSTCO WHOLESALE CORP (COST) - 3.84%	N/A
#10	NORDSON CORP (NDSN) - 3.77%	N/A
#11	META PLATFORMS INC CLASS A (META) - 2.98%	N/A
#12	XYLEM INC (XYL) - 2.83%	N/A
#13	ALPHABET INC CLASS A (GOOGL) - 2.58%	N/A
#14	AVERY DENNISON CORP (AVY) - 2.51%	N/A
#15	ALPHABET INC CLASS C (GOOG) - 2.31%	N/A
#16	ARISTA NETWORKS INC (ANET) - 2.26%	N/A
#17	AUTOMATIC DATA PROCESSING INC (ADP) - 2.19%	N/A
#18	KIMCO REALTY CORP (KIM) - 2.05%	N/A
#19	THE WALT DISNEY CO (DIS) - 2.01%	N/A
#20	EVEREST GROUP LTD (EG) - 1.98%	N/A
#21	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.72%	N/A
#22	STRYKER CORP (SYK) - 1.67%	N/A
#23	ROSS STORES INC (ROST) - 1.66%	N/A
#24	DANAHER CORP (DHR) - 1.61%	N/A
#25	VERALTO CORP (VLTO) - 1.61%	N/A
Total Holdings	46	1

DEMZ vs TEND - Historical Returns

Returns include dividend reinvestment.

Period	DEMZ	TEND
1 month	+5.50%	+0.51%
3 months	+13.48%	+7.53%
6 months	+9.91%	+6.40%
1 year	+23.84%	N/A
5 years(CAGR)	+12.77%	N/A
Max(CAGR)	+16.74%	+11.80%

Winner

DEMZ

+5.50%

TEND

+0.51%

Winner

DEMZ

+13.48%

TEND

+7.53%

Winner

DEMZ

+9.91%

TEND

+6.40%

DEMZ

+23.84%

TEND

N/A

5Y(CAGR)

DEMZ

+12.77%

TEND

N/A

Max(CAGR)

Winner

DEMZ

+16.74%

TEND

+11.80%

DEMZ vs TEND - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	DEMZ	TEND
2026	+8.78%	+6.08%
2025	+19.81%	+1.72%
2024	+24.16%	N/A
2023	+24.28%	N/A
2022	-18.81%	N/A
2021	+34.21%	N/A
2020	+11.09%	N/A

DEMZ vs TEND Drawdown Comparison

The maximum drawdown for DEMZ was -27.17%, occurring on Oct 12, 2022. Recovery took 500 trading sessions.

The maximum drawdown for TEND was -5.92%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.

The current TEND drawdown is -1.14%.

Rank	DEMZ	TEND
#1	-27.17% Dec 29, 2021 - Dec 26, 2023	-5.92% Feb 9, 2026 - Apr 14, 2026
#2	-18.69% Dec 4, 2024 - Jun 10, 2025	-2.26% Jun 4, 2026 - Jun 10, 2026
#3	-12.28% Jan 27, 2026 - May 6, 2026	-1.74% Jan 12, 2026 - Feb 9, 2026
#4	-8.31% Jul 16, 2024 - Sep 19, 2024	-1.66% Nov 12, 2025 - Nov 26, 2025
#5	-7.34% Oct 27, 2025 - Jan 6, 2026	-1.12% Oct 9, 2025 - Oct 20, 2025
#6	-6.20% Mar 21, 2024 - May 15, 2024	-1.04% Dec 11, 2025 - Dec 22, 2025
#7	-5.44% Sep 8, 2021 - Nov 2, 2021	-0.89% Dec 26, 2025 - Jan 6, 2026
#8	-4.64% Jan 21, 2021 - Feb 4, 2021	-0.84% May 14, 2026 - May 26, 2026
#9	-4.42% Feb 12, 2021 - Mar 17, 2021	-0.64% Oct 28, 2025 - Nov 11, 2025
#10	-4.20% Nov 19, 2021 - Dec 8, 2021	-0.53% Apr 17, 2026 - Apr 24, 2026
#11	-4.10% Dec 10, 2021 - Dec 27, 2021	-0.42% Apr 27, 2026 - Apr 30, 2026
#12	-3.97% Oct 14, 2024 - Nov 7, 2024	-0.33% May 1, 2026 - May 5, 2026
#13	-3.91% May 7, 2021 - May 28, 2021	-0.28% Jun 2, 2026 - Jun 4, 2026
#14	-3.33% Oct 8, 2025 - Oct 20, 2025	-0.28% Jan 6, 2026 - Jan 9, 2026
#15	-2.79% Jul 12, 2021 - Jul 23, 2021	-0.21% May 6, 2026 - May 8, 2026