FTQI vs IBTK

Comparison between FIRST TRUST NASDAQ BUYWRITE INCOME ETF (FTQI, ETF) and ISHARES IBONDS DEC 2030 TERM TREASURY ETF (IBTK, ETF).

5-Year PerformanceFTQI has outperformed IBTK, delivering a return of +10.8% compared to -0.7%

FTQI vs IBTK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTQI(ETF)	IBTK(ETF)
Net Assets	$878M	$875M
Expense Ratio	0.75%	0.07%
Max Drawdown	28.81%	86.51%
Sharpe Ratio	2.01	-0.10
5Y Beta	0.87	-0.02
P/E Ratio	34.81	N/A
Forward P/E	23.84	N/A
PEG Ratio	0.22	N/A
5Y Dividends CAGR	29.41%	42.80%
5Y EPS CAGR	24.19%	N/A
P/S Ratio	4.06	N/A
P/B Ratio	7.29	N/A

Net Assets

Winner

FTQI

$878M

IBTK

$875M

Expense Ratio

FTQI

0.75%

Winner

IBTK

0.07%

Max Drawdown

Winner

FTQI

28.81%

IBTK

86.51%

Sharpe Ratio

Winner

FTQI

2.01

IBTK

-0.10

5Y Beta

FTQI

0.87

Winner

IBTK

-0.02

P/E Ratio

FTQI

34.81

IBTK

N/A

Forward P/E

FTQI

23.84

IBTK

N/A

PEG Ratio

FTQI

0.22

IBTK

N/A

5Y Dividends CAGR

FTQI

29.41%

Winner

IBTK

42.80%

5Y EPS CAGR

FTQI

24.19%

IBTK

N/A

P/S Ratio

FTQI

4.06

IBTK

N/A

P/B Ratio

FTQI

7.29

IBTK

N/A

FTQI vs IBTK - Historical Returns

Returns include dividend reinvestment.

Period	FTQI	IBTK
1 month	+2.65%	-0.01%
3 months	+11.71%	-0.33%
6 months	+11.32%	+0.06%
1 year	+27.89%	+3.15%
5 years(CAGR)	+10.84%	-0.69%
10 years(CAGR)	+7.85%	N/A
Max(CAGR)	+6.96%	-1.62%

Winner

FTQI

+2.65%

IBTK

-0.01%

Winner

FTQI

+11.71%

IBTK

-0.33%

Winner

FTQI

+11.32%

IBTK

+0.06%

Winner

FTQI

+27.89%

IBTK

+3.15%

5Y(CAGR)

Winner

FTQI

+10.84%

IBTK

-0.69%

10Y(CAGR)

FTQI

+7.85%

IBTK

N/A

Max(CAGR)

Winner

FTQI

+6.96%

IBTK

-1.62%

FTQI vs IBTK - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	FTQI	IBTK
2026	+10.63%	-0.19%
2025	+12.80%	+7.43%
2024	+18.63%	+1.48%
2023	+24.44%	+3.37%
2022	-9.57%	-13.82%
2021	+9.88%	-3.58%
2020	-6.85%	-1.90%
2019	+14.43%	N/A
2018	-9.93%	N/A
2017	+12.46%	N/A
2016	+11.57%	N/A
2015	+0.80%	N/A
2014	+5.14%	N/A

FTQI vs IBTK Drawdown Comparison

The maximum drawdown for FTQI was -19.41%, occurring on Apr 8, 2025. Recovery took 119 trading sessions.

The maximum drawdown for IBTK was -86.47%, occurring on Dec 23, 2020. This drawdown has not yet recovered.

The current FTQI drawdown is -0.36%. The current IBTK drawdown is -9.78%.

Rank	FTQI	IBTK
#1	-19.41% Feb 14, 2025 - Aug 7, 2025	-86.47% Jul 30, 2020 - Dec 23, 2020
#2	-18.58% Apr 20, 2022 - Jul 12, 2023	-0.08% Jul 20, 2020 - Jul 24, 2020
#3	-15.51% Jan 17, 2020 - May 18, 2021	N/A
#4	-15.19% Jan 23, 2018 - Dec 20, 2019	N/A
#5	-13.45% Dec 8, 2015 - Jul 15, 2016	N/A
#6	-10.57% Sep 22, 2014 - May 18, 2015	N/A
#7	-10.08% Jul 21, 2015 - Dec 8, 2015	N/A
#8	-8.52% Jul 16, 2024 - Sep 19, 2024	N/A
#9	-6.82% Jul 15, 2016 - Nov 21, 2016	N/A
#10	-6.56% Jun 8, 2021 - Oct 19, 2021	N/A
#11	-6.22% Jan 28, 2026 - Apr 8, 2026	N/A
#12	-5.82% Jul 31, 2023 - Nov 10, 2023	N/A
#13	-5.57% Jan 14, 2022 - Mar 17, 2022	N/A
#14	-5.37% Nov 15, 2021 - Jan 11, 2022	N/A
#15	-4.58% Jan 16, 2014 - Mar 31, 2014	N/A

Correlation

Correlation between FTQI and IBTK is -0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.08

-101

Dividend Comparison (2014 - 2026)

FTQI vs IBTK dividend yield comparison.

Year	FTQI	IBTK
2026	4.65%	1.56%
2025	11.46%	3.79%
2024	11.66%	3.93%
2023	11.49%	3.05%
2022	9.85%	2.27%
2021	3.05%	0.84%
2020	3.27%	0.26%
2019	2.95%	0.00%
2018	3.27%	0.00%
2017	2.74%	0.00%
2016	3.02%	0.00%
2015	3.54%	0.00%
2014	3.30%	0.00%