FEAC vs IBTR

Comparison between FIDELITY ENHANCED U.S. ALL-CAP EQUITY ETF (FEAC, ETF) and iShares iBonds Dec 2036 Term Treasury ETF (IBTR, ETF).

FEAC vs IBTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FEAC(ETF)	IBTR(ETF)
Net Assets	$17M	$17M
Expense Ratio	0.18%	0.07%
Max Drawdown	19.30%	3.37%
Sharpe Ratio	1.28	-0.52
5Y Beta	0.98	0.18
P/E Ratio	29.89	N/A
Forward P/E	18.65	N/A
5Y EPS CAGR	31.09%	N/A
Debt to Equity	114.53%	N/A
P/S Ratio	2.85	N/A
P/B Ratio	4.82	N/A

Net Assets

FEAC

$17M

Winner

IBTR

$17M

Expense Ratio

FEAC

0.18%

Winner

IBTR

0.07%

Max Drawdown

FEAC

19.30%

Winner

IBTR

3.37%

Sharpe Ratio

Winner

FEAC

1.28

IBTR

-0.52

5Y Beta

FEAC

0.98

Winner

IBTR

0.18

P/E Ratio

FEAC

29.89

IBTR

N/A

Forward P/E

FEAC

18.65

IBTR

N/A

5Y EPS CAGR

FEAC

31.09%

IBTR

N/A

Debt to Equity

FEAC

114.53%

IBTR

N/A

P/S Ratio

FEAC

2.85

IBTR

N/A

P/B Ratio

FEAC

4.82

IBTR

N/A

FEAC vs IBTR - Historical Returns

Returns include dividend reinvestment.

Period	FEAC	IBTR
1 month	+3.42%	+0.86%
3 months	+3.57%	+0.20%
6 months	+12.79%	+0.39%
1 year	+23.20%	N/A
Max(CAGR)	+17.81%	+0.93%

Winner

FEAC

+3.42%

IBTR

+0.86%

Winner

FEAC

+3.57%

IBTR

+0.20%

Winner

FEAC

+12.79%

IBTR

+0.39%

FEAC

+23.20%

IBTR

N/A

Max(CAGR)

Winner

FEAC

+17.81%

IBTR

+0.93%

FEAC vs IBTR - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	FEAC	IBTR
2026	+14.80%	+0.39%
2025	+18.11%	N/A
2024	-1.69%	N/A

FEAC vs IBTR Drawdown Comparison

The maximum drawdown for FEAC was -18.96%, occurring on Apr 8, 2025. Recovery took 137 trading sessions.

The maximum drawdown for IBTR was -2.88%, occurring on May 19, 2026. This drawdown has not yet recovered.

The current FEAC drawdown is -2.32%. The current IBTR drawdown is -1.30%.

Rank	FEAC	IBTR
#1	-18.96% Dec 5, 2024 - Jun 26, 2025	-2.88% Apr 17, 2026 - May 19, 2026
#2	-8.14% Jan 27, 2026 - Apr 14, 2026	-0.45% Apr 14, 2026 - Apr 17, 2026
#3	-5.80% Oct 28, 2025 - Dec 10, 2025	-0.20% Apr 2, 2026 - Apr 8, 2026
#4	-4.43% Jun 2, 2026 - Jul 15, 2026	-0.18% Apr 8, 2026 - Apr 14, 2026
#5	-3.30% Oct 8, 2025 - Oct 21, 2025	-0.13% Mar 31, 2026 - Apr 2, 2026
#6	-2.84% Aug 19, 2026 - Aug 20, 2026	-0.07% Mar 26, 2026 - Mar 30, 2026
#7	-2.79% Jul 15, 2026 - Aug 3, 2026	N/A
#8	-2.73% Dec 11, 2025 - Dec 23, 2025	N/A
#9	-2.30% Jul 25, 2025 - Aug 8, 2025	N/A
#10	-2.14% Jan 12, 2026 - Jan 27, 2026	N/A
#11	-2.05% May 14, 2026 - May 26, 2026	N/A
#12	-1.75% Aug 14, 2025 - Aug 27, 2025	N/A
#13	-1.56% Sep 22, 2025 - Oct 1, 2025	N/A
#14	-1.32% Aug 28, 2025 - Sep 8, 2025	N/A
#15	-1.31% Dec 24, 2025 - Jan 6, 2026	N/A

Correlation

Correlation between FEAC and IBTR is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.42

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