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GARP vs IBDW

Comparison between ISHARES MSCI USA QUALITY GARP ETF (GARP, ETF) and ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF).

5-Year PerformanceGARP has outperformed IBDW, delivering a return of +17.8% compared to +0.1%

GARP vs IBDW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GARP
$2.50B
IBDW
$2.50B
Expense Ratio
GARP
0.15%
Winner
IBDW
0.10%
Max Drawdown
GARP
31.34%
Winner
IBDW
26.72%
Sharpe Ratio
Winner
GARP
1.28
IBDW
-0.03
5Y Beta
GARP
1.31
Winner
IBDW
0.06
P/E Ratio
GARP
33.86
IBDW
N/A
Forward P/E
GARP
20.70
IBDW
N/A
5Y Dividends CAGR
GARP
-2.13%
IBDW
N/A
5Y EPS CAGR
GARP
30.79%
IBDW
N/A
Debt to Equity
GARP
-4.33%
IBDW
N/A
P/S Ratio
GARP
5.09
IBDW
N/A
P/B Ratio
GARP
9.96
IBDW
N/A

GARP vs IBDW - Historical Returns

Returns include dividend reinvestment.

1M
GARP
-1.29%
Winner
IBDW
-0.09%
3M
Winner
GARP
+11.57%
IBDW
-0.47%
6M
Winner
GARP
+16.34%
IBDW
-0.07%
1Y
Winner
GARP
+30.83%
IBDW
+3.42%
5Y(CAGR)
Winner
GARP
+17.83%
IBDW
+0.12%
Max(CAGR)
Winner
GARP
+20.33%
IBDW
+0.42%

GARP vs IBDW - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearGARPIBDW
2026+17.11%+0.03%
2025+21.82%+8.86%
2024+39.76%+3.60%
2023+44.20%+8.47%
2022-26.95%-16.41%
2021+29.87%+0.36%
2020+26.51%N/A

GARP vs IBDW Drawdown Comparison

The maximum drawdown for GARP was -31.34%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.

The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.

The current GARP drawdown is -3.50%. The current IBDW drawdown is -1.27%.

RankGARPIBDW
#1-31.34%
Feb 19, 2020 - Jun 8, 2020
-23.88%
Aug 3, 2021 - Feb 5, 2026
#2-30.61%
Dec 27, 2021 - Dec 1, 2023
-2.42%
Feb 23, 2026 - Mar 26, 2026
#3-23.73%
Feb 19, 2025 - Jun 25, 2025
-0.79%
Jul 8, 2021 - Jul 19, 2021
#4-13.69%
Jan 29, 2026 - Apr 16, 2026
-0.59%
Jul 19, 2021 - Jul 28, 2021
#5-13.45%
Jul 10, 2024 - Oct 14, 2024
-0.19%
Jul 28, 2021 - Aug 2, 2021
#6-9.86%
Sep 2, 2020 - Dec 1, 2020
-0.19%
Jun 30, 2021 - Jul 2, 2021
#7-9.27%
Feb 12, 2021 - Apr 9, 2021
-0.17%
Jun 24, 2021 - Jun 28, 2021
#8-8.66%
Oct 29, 2025 - Jan 6, 2026
-0.12%
Feb 10, 2026 - Feb 12, 2026
#9-8.34%
Sep 3, 2021 - Oct 28, 2021
-0.07%
Feb 17, 2026 - Feb 23, 2026
#10-7.37%
Mar 22, 2024 - May 14, 2024
N/A
#11-7.07%
Jun 1, 2026 - Jun 10, 2026
N/A
#12-6.13%
Apr 26, 2021 - Jun 10, 2021
N/A
#13-5.55%
Jun 10, 2020 - Jun 23, 2020
N/A
#14-5.41%
Nov 19, 2021 - Dec 27, 2021
N/A
#15-4.99%
Dec 16, 2024 - Jan 22, 2025
N/A

Correlation

Correlation between GARP and IBDW is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (2020 - 2026)

GARP vs IBDW dividend yield comparison.

YearGARPIBDW
20260.12%2.38%
20250.31%4.78%
20240.38%5.00%
20230.75%4.50%
20221.85%3.70%
20210.67%1.10%
20200.75%0.00%

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