GIAX vs IBGA
Comparison between NICHOLAS GLOBAL EQUITY AND INCOME ETF (GIAX, ETF) and ISHARES IBONDS DEC 2044 TERM TREASURY ETF (IBGA, ETF).
GIAX vs IBGA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GIAX
$102M
IBGA
$102M
Expense Ratio
GIAX
1.03%
Winner
IBGA
0.07%
Max Drawdown
GIAX
34.06%
Winner
IBGA
14.76%
Sharpe Ratio
Winner
GIAX
0.63
IBGA
-0.42
5Y Beta
GIAX
1.12
Winner
IBGA
0.07
P/E Ratio
GIAX
44.45
IBGA
N/A
Forward P/E
GIAX
21.69
IBGA
N/A
PEG Ratio
GIAX
0.19
IBGA
N/A
5Y EPS CAGR
GIAX
41.05%
IBGA
N/A
P/S Ratio
GIAX
2.99
IBGA
N/A
P/B Ratio
GIAX
9.57
IBGA
N/A
GIAX vs IBGA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GIAX
+3.36%
IBGA
-0.90%
3M
Winner
GIAX
-0.44%
IBGA
-0.72%
6M
Winner
GIAX
+15.50%
IBGA
-4.81%
1Y
Winner
GIAX
+18.29%
IBGA
+0.65%
Max(CAGR)
Winner
GIAX
+14.65%
IBGA
+0.94%
GIAX vs IBGA - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | GIAX | IBGA |
|---|---|---|
| 2026 | +13.51% | -2.33% |
| 2025 | +11.29% | +5.72% |
| 2024 | +3.75% | -1.41% |
GIAX vs IBGA Drawdown Comparison
The maximum drawdown for GIAX was -20.35%, occurring on Apr 8, 2025. Recovery took 81 trading sessions.
The maximum drawdown for IBGA was -11.68%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current GIAX drawdown is -9.13%. The current IBGA drawdown is -6.61%.
| Rank | GIAX | IBGA |
|---|---|---|
| #1 | -20.35% Feb 19, 2025 - Jun 16, 2025 | -11.68% Sep 16, 2024 - Jan 14, 2025 |
| #2 | -19.60% Jun 2, 2026 - Jul 29, 2026 | -3.64% Jun 25, 2024 - Jul 16, 2024 |
| #3 | -17.58% Jan 12, 2026 - Apr 17, 2026 | -2.83% Aug 5, 2024 - Aug 21, 2024 |
| #4 | -6.62% Dec 10, 2025 - Jan 12, 2026 | -2.03% Jul 17, 2024 - Jul 31, 2024 |
| #5 | -6.55% Oct 31, 2025 - Dec 4, 2025 | -1.77% Aug 21, 2024 - Sep 4, 2024 |
| #6 | -6.37% Jul 31, 2024 - Aug 19, 2024 | -0.72% Jun 14, 2024 - Jun 18, 2024 |
| #7 | -4.97% May 14, 2026 - May 26, 2026 | -0.53% Sep 10, 2024 - Sep 16, 2024 |
| #8 | -4.91% Dec 16, 2024 - Feb 14, 2025 | -0.49% Jun 18, 2024 - Jun 25, 2024 |
| #9 | -3.49% Aug 30, 2024 - Sep 13, 2024 | N/A |
| #10 | -3.23% Apr 24, 2026 - May 4, 2026 | N/A |
| #11 | -3.15% Oct 8, 2025 - Oct 29, 2025 | N/A |
| #12 | -2.29% Nov 11, 2024 - Nov 25, 2024 | N/A |
| #13 | -2.07% Aug 13, 2025 - Sep 10, 2025 | N/A |
| #14 | -1.88% Jul 28, 2025 - Aug 6, 2025 | N/A |
| #15 | -1.82% Sep 26, 2024 - Oct 14, 2024 | N/A |
Correlation
Correlation between GIAX and IBGA is 0.23 which considered as a very weak or no correlation - the stocks move independently of each other.
0.23
-101
Dividend Comparison (2024 - 2026)
GIAX vs IBGA dividend yield comparison.
| Year | GIAX | IBGA |
|---|---|---|
| 2026 | 15.78% | 2.79% |
| 2025 | 25.62% | 4.49% |
| 2024 | 10.58% | 2.03% |
Select Stocks to Compare
Popular: GIAX vs SPYIBGA vs SPY
More Comparisons
Compare with similar stocks