ELM vs IBTL
Comparison between ELM MARKET NAVIGATOR ETF (ELM, ETF) and ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF).
ELM vs IBTL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ELM
$578M
IBTL
$576M
Expense Ratio
ELM
0.24%
Winner
IBTL
0.07%
Max Drawdown
Winner
ELM
9.02%
IBTL
24.74%
Sharpe Ratio
Winner
ELM
1.12
IBTL
-0.45
5Y Beta
ELM
0.46
Winner
IBTL
-0.02
ELM vs IBTL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ELM
-0.04%
IBTL
-0.49%
3M
Winner
ELM
+2.15%
IBTL
-1.15%
6M
Winner
ELM
+3.39%
IBTL
-0.71%
1Y
Winner
ELM
+12.85%
IBTL
+2.06%
5Y(CAGR)
ELM
N/A
IBTL
-1.59%
Max(CAGR)
Winner
ELM
+12.72%
IBTL
-1.59%
ELM vs IBTL - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | ELM | IBTL |
|---|---|---|
| 2026 | +5.77% | -0.91% |
| 2025 | +11.89% | +7.90% |
| 2024 | N/A | +0.67% |
| 2023 | N/A | +2.84% |
| 2022 | N/A | -15.60% |
| 2021 | N/A | -1.38% |
ELM vs IBTL Drawdown Comparison
The maximum drawdown for ELM was -9.02%, occurring on Apr 8, 2025. Recovery took 74 trading sessions.
The maximum drawdown for IBTL was -20.93%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current ELM drawdown is -1.80%. The current IBTL drawdown is -7.71%.
| Rank | ELM | IBTL |
|---|---|---|
| #1 | -9.02% Feb 18, 2025 - Jun 4, 2025 | -20.93% Sep 1, 2021 - Oct 19, 2023 |
| #2 | -7.52% Feb 25, 2026 - May 6, 2026 | N/A |
| #3 | -3.77% Oct 27, 2025 - Dec 24, 2025 | N/A |
| #4 | -2.92% Jun 2, 2026 - Jun 10, 2026 | N/A |
| #5 | -2.42% Oct 6, 2025 - Oct 20, 2025 | N/A |
| #6 | -2.13% Jul 23, 2025 - Aug 12, 2025 | N/A |
| #7 | -1.68% May 11, 2026 - May 26, 2026 | N/A |
| #8 | -1.54% Jan 27, 2026 - Feb 9, 2026 | N/A |
| #9 | -1.34% Jun 12, 2025 - Jun 24, 2025 | N/A |
| #10 | -1.19% Jan 12, 2026 - Jan 22, 2026 | N/A |
| #11 | -0.99% Aug 22, 2025 - Sep 5, 2025 | N/A |
| #12 | -0.80% Jul 17, 2025 - Jul 22, 2025 | N/A |
| #13 | -0.79% Sep 23, 2025 - Sep 30, 2025 | N/A |
| #14 | -0.65% Aug 13, 2025 - Aug 22, 2025 | N/A |
| #15 | -0.54% Jul 3, 2025 - Jul 9, 2025 | N/A |
Correlation
Correlation between ELM and IBTL is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2021 - 2026)
ELM vs IBTL dividend yield comparison.
| Year | ELM | IBTL |
|---|---|---|
| 2026 | 0.00% | 1.94% |
| 2025 | 2.71% | 3.93% |
| 2024 | 0.00% | 4.07% |
| 2023 | 0.00% | 3.04% |
| 2022 | 0.00% | 2.36% |
| 2021 | 0.00% | 0.70% |
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