GINX vs IBGA
Comparison between SGI ENHANCED GLOBAL INCOME ETF (GINX, ETF) and ISHARES IBONDS DEC 2044 TERM TREASURY ETF (IBGA, ETF).
GINX vs IBGA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GINX
$102M
IBGA
$102M
Expense Ratio
GINX
1.02%
Winner
IBGA
0.07%
Max Drawdown
Winner
GINX
13.16%
IBGA
14.76%
Sharpe Ratio
Winner
GINX
1.93
IBGA
-0.42
5Y Beta
GINX
0.61
Winner
IBGA
0.07
P/E Ratio
GINX
17.00
IBGA
N/A
Forward P/E
GINX
14.59
IBGA
N/A
PEG Ratio
GINX
0.26
IBGA
N/A
5Y EPS CAGR
GINX
8.27%
IBGA
N/A
P/S Ratio
GINX
0.16
IBGA
N/A
P/B Ratio
GINX
2.77
IBGA
N/A
GINX vs IBGA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GINX
+4.84%
IBGA
-0.90%
3M
Winner
GINX
+8.12%
IBGA
-0.72%
6M
Winner
GINX
+7.81%
IBGA
-4.81%
1Y
Winner
GINX
+29.59%
IBGA
+0.65%
Max(CAGR)
Winner
GINX
+20.27%
IBGA
+0.94%
GINX vs IBGA - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | GINX | IBGA |
|---|---|---|
| 2026 | +17.96% | -2.33% |
| 2025 | +25.72% | +5.72% |
| 2024 | +5.68% | -1.41% |
GINX vs IBGA Drawdown Comparison
The maximum drawdown for GINX was -12.53%, occurring on Apr 8, 2025. Recovery took 42 trading sessions.
The maximum drawdown for IBGA was -11.68%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current IBGA drawdown is -6.61%.
| Rank | GINX | IBGA |
|---|---|---|
| #1 | -12.53% Mar 19, 2025 - May 19, 2025 | -11.68% Sep 16, 2024 - Jan 14, 2025 |
| #2 | -8.91% Feb 25, 2026 - May 26, 2026 | -3.64% Jun 25, 2024 - Jul 16, 2024 |
| #3 | -8.19% Jul 15, 2024 - Sep 3, 2024 | -2.83% Aug 5, 2024 - Aug 21, 2024 |
| #4 | -6.20% Sep 3, 2024 - Jan 27, 2025 | -2.03% Jul 17, 2024 - Jul 31, 2024 |
| #5 | -4.69% Mar 21, 2024 - May 13, 2024 | -1.77% Aug 21, 2024 - Sep 4, 2024 |
| #6 | -3.80% Jul 23, 2025 - Aug 13, 2025 | -0.72% Jun 14, 2024 - Jun 18, 2024 |
| #7 | -3.62% Nov 12, 2025 - Nov 28, 2025 | -0.53% Sep 10, 2024 - Sep 16, 2024 |
| #8 | -3.01% May 17, 2024 - Jul 10, 2024 | -0.49% Jun 18, 2024 - Jun 25, 2024 |
| #9 | -2.61% Oct 3, 2025 - Oct 27, 2025 | N/A |
| #10 | -2.60% Mar 7, 2025 - Mar 17, 2025 | N/A |
| #11 | -2.35% Aug 22, 2025 - Sep 11, 2025 | N/A |
| #12 | -2.32% Jun 12, 2025 - Jun 27, 2025 | N/A |
| #13 | -2.25% Jul 9, 2025 - Jul 23, 2025 | N/A |
| #14 | -2.20% Jun 4, 2026 - Jun 12, 2026 | N/A |
| #15 | -2.16% Jun 16, 2026 - Jul 6, 2026 | N/A |
Correlation
Correlation between GINX and IBGA is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.39
-101
Dividend Comparison (2024 - 2026)
GINX vs IBGA dividend yield comparison.
| Year | GINX | IBGA |
|---|---|---|
| 2026 | 0.76% | 2.79% |
| 2025 | 2.81% | 4.49% |
| 2024 | 2.97% | 2.03% |
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