DVDN vs IBGK
Comparison between KINGSBARN DIVIDEND OPPORTUNITY ETF (DVDN, ETF) and ISHARES IBONDS DEC 2054 TERM TREASURY ETF (IBGK, ETF).
DVDN vs IBGK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DVDN
$3.50M
IBGK
$3.50M
Expense Ratio
DVDN
1.65%
Winner
IBGK
0.07%
Max Drawdown
DVDN
48.15%
Winner
IBGK
18.70%
Sharpe Ratio
DVDN
-1.14
Winner
IBGK
-0.05
5Y Beta
DVDN
0.63
Winner
IBGK
0.04
P/E Ratio
DVDN
-17.93
IBGK
N/A
Forward P/E
DVDN
6.77
IBGK
N/A
PEG Ratio
DVDN
-4.81
IBGK
N/A
5Y EPS CAGR
DVDN
-16.30%
IBGK
N/A
Debt to Equity
DVDN
106.78%
IBGK
N/A
P/S Ratio
DVDN
4.30
IBGK
N/A
P/B Ratio
DVDN
0.62
IBGK
N/A
DVDN vs IBGK - Historical Returns
Returns include dividend reinvestment.
1M
DVDN
-6.38%
Winner
IBGK
-0.04%
3M
DVDN
-5.59%
Winner
IBGK
-2.98%
6M
DVDN
-14.25%
Winner
IBGK
-1.21%
1Y
DVDN
-17.05%
Winner
IBGK
+2.71%
Max(CAGR)
DVDN
-4.81%
Winner
IBGK
+0.09%
DVDN vs IBGK - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | DVDN | IBGK |
|---|---|---|
| 2026 | -10.67% | -0.43% |
| 2025 | -16.84% | +3.76% |
| 2024 | +2.56% | -2.74% |
| 2023 | +14.92% | N/A |
DVDN vs IBGK Drawdown Comparison
The maximum drawdown for DVDN was -34.38%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for IBGK was -14.62%, occurring on May 21, 2025. This drawdown has not yet recovered.
The current DVDN drawdown is -31.47%. The current IBGK drawdown is -9.45%.
| Rank | DVDN | IBGK |
|---|---|---|
| #1 | -34.38% Jul 23, 2024 - Mar 20, 2026 | -14.62% Sep 16, 2024 - May 21, 2025 |
| #2 | -7.85% Jan 29, 2024 - Jul 10, 2024 | -4.61% Jun 14, 2024 - Jul 31, 2024 |
| #3 | -4.22% Dec 27, 2023 - Jan 29, 2024 | -3.60% Aug 5, 2024 - Aug 21, 2024 |
| #4 | -2.49% Dec 14, 2023 - Dec 26, 2023 | -2.23% Aug 21, 2024 - Sep 4, 2024 |
| #5 | -2.15% Dec 4, 2023 - Dec 13, 2023 | -0.53% Sep 10, 2024 - Sep 16, 2024 |
| #6 | -1.95% Jul 17, 2024 - Jul 23, 2024 | -0.07% Sep 5, 2024 - Sep 9, 2024 |
| #7 | -1.68% Nov 3, 2023 - Nov 14, 2023 | N/A |
| #8 | -1.13% Nov 20, 2023 - Nov 29, 2023 | N/A |
| #9 | -0.93% Nov 15, 2023 - Nov 17, 2023 | N/A |
Correlation
Correlation between DVDN and IBGK is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.
0.18
-101
Dividend Comparison (2023 - 2026)
DVDN vs IBGK dividend yield comparison.
| Year | DVDN | IBGK |
|---|---|---|
| 2026 | 3.34% | 1.97% |
| 2025 | 17.27% | 4.59% |
| 2024 | 14.43% | 3.15% |
| 2023 | 2.74% | 0.00% |
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