DUNK vs IBIE
Comparison between Dana Unconstrained Equity ETF (DUNK, ETF) and ISHARES IBONDS OCT 2028 TERM TIPS ETF (IBIE, ETF).
DUNK vs IBIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DUNK
$154M
Winner
IBIE
$154M
Expense Ratio
DUNK
0.75%
Winner
IBIE
0.10%
Max Drawdown
DUNK
25.64%
Winner
IBIE
3.25%
Sharpe Ratio
DUNK
-0.21
Winner
IBIE
0.69
5Y Beta
DUNK
1.11
Winner
IBIE
0.00
P/E Ratio
DUNK
49.11
IBIE
N/A
Forward P/E
DUNK
32.53
IBIE
N/A
PEG Ratio
DUNK
0.81
IBIE
N/A
5Y EPS CAGR
DUNK
45.55%
IBIE
N/A
Debt to Equity
DUNK
26.68%
IBIE
N/A
P/S Ratio
DUNK
8.32
IBIE
N/A
P/B Ratio
DUNK
11.72
IBIE
N/A
DUNK vs IBIE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DUNK
+5.10%
IBIE
-0.02%
3M
Winner
DUNK
+11.84%
IBIE
+1.06%
6M
DUNK
-1.59%
Winner
IBIE
+1.97%
1Y
DUNK
N/A
IBIE
+4.70%
Max(CAGR)
DUNK
-4.63%
Winner
IBIE
+5.60%
DUNK vs IBIE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | DUNK | IBIE |
|---|---|---|
| 2026 | -0.35% | +1.86% |
| 2025 | -1.72% | +6.54% |
| 2024 | N/A | +4.14% |
| 2023 | N/A | +2.93% |
DUNK vs IBIE Drawdown Comparison
The maximum drawdown for DUNK was -25.64%, occurring on Mar 27, 2026. Recovery took 147 trading sessions.
The maximum drawdown for IBIE was -1.70%, occurring on Dec 19, 2024. Recovery took 90 trading sessions.
The current DUNK drawdown is -10.85%. The current IBIE drawdown is -0.19%.
| Rank | DUNK | IBIE |
|---|---|---|
| #1 | -25.64% Oct 28, 2025 - Jun 1, 2026 | -1.70% Sep 24, 2024 - Feb 4, 2025 |
| #2 | -10.85% Jun 1, 2026 - Jun 12, 2026 | -1.63% Sep 18, 2023 - Nov 3, 2023 |
| #3 | -3.00% Oct 9, 2025 - Oct 27, 2025 | -1.48% Jan 12, 2024 - May 15, 2024 |
| #4 | -1.98% Sep 22, 2025 - Oct 6, 2025 | -1.24% Apr 3, 2025 - Apr 28, 2025 |
| #5 | -0.42% Oct 6, 2025 - Oct 8, 2025 | -1.14% Apr 30, 2025 - Jun 26, 2025 |
| #6 | -0.08% Sep 16, 2025 - Sep 18, 2025 | -0.78% Nov 3, 2023 - Nov 14, 2023 |
| #7 | N/A | -0.65% Dec 27, 2023 - Jan 12, 2024 |
| #8 | N/A | -0.59% Jun 5, 2024 - Jun 18, 2024 |
| #9 | N/A | -0.55% Mar 17, 2026 - Apr 6, 2026 |
| #10 | N/A | -0.51% Oct 22, 2025 - Jan 9, 2026 |
| #11 | N/A | -0.51% Dec 1, 2023 - Dec 13, 2023 |
| #12 | N/A | -0.49% Aug 5, 2024 - Aug 21, 2024 |
| #13 | N/A | -0.42% Mar 3, 2025 - Mar 20, 2025 |
| #14 | N/A | -0.41% May 15, 2024 - May 31, 2024 |
| #15 | N/A | -0.41% Jul 17, 2024 - Jul 31, 2024 |
Correlation
Correlation between DUNK and IBIE is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.31
-101
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