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GOVZ vs RISR

Comparison between ISHARES 25+ YEAR TREASURY STRIPS BOND ETF (GOVZ, ETF) and FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF (RISR, ETF).

5-Year PerformanceRISR has outperformed GOVZ, delivering a return of +14.5% compared to -13.5%

GOVZ vs RISR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
GOVZ
$275M
RISR
$274M
Expense Ratio
Winner
GOVZ
0.10%
RISR
1.04%
Max Drawdown
GOVZ
66.13%
Winner
RISR
14.88%
Sharpe Ratio
GOVZ
-0.11
Winner
RISR
0.25
5Y Beta
GOVZ
0.09
Winner
RISR
-0.00
5Y Dividends CAGR
GOVZ
14.91%
RISR
N/A

GOVZ vs RISR - Historical Returns

Returns include dividend reinvestment.

1M
GOVZ
-4.87%
Winner
RISR
+1.40%
3M
GOVZ
-3.61%
Winner
RISR
+2.59%
6M
GOVZ
-4.10%
Winner
RISR
+4.78%
1Y
GOVZ
-0.67%
Winner
RISR
+4.94%
5Y(CAGR)
GOVZ
-13.55%
Winner
RISR
+14.52%
Max(CAGR)
GOVZ
-13.77%
Winner
RISR
+14.52%

GOVZ vs RISR - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearGOVZRISR
2026-3.68%+5.08%
2025-2.00%+4.15%
2024-15.35%+23.40%
2023-1.66%+7.62%
2022-38.84%+32.75%
2021-4.48%+0.02%
2020-5.61%N/A

GOVZ vs RISR Drawdown Comparison

The maximum drawdown for GOVZ was -59.65%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for RISR was -14.31%, occurring on Aug 16, 2022. Recovery took 192 trading sessions.

The current GOVZ drawdown is -57.78%.

RankGOVZRISR
#1-59.65%
Sep 24, 2020 - Oct 19, 2023
-14.31%
Jun 14, 2022 - Mar 21, 2023
#2N/A-8.06%
Oct 30, 2023 - Feb 15, 2024
#3N/A-5.36%
Mar 21, 2023 - May 22, 2023
#4N/A-4.92%
Oct 11, 2021 - Nov 24, 2021
#5N/A-4.82%
Feb 16, 2022 - Mar 15, 2022
#6N/A-4.26%
Nov 24, 2021 - Jan 6, 2022
#7N/A-4.16%
Jul 1, 2024 - Oct 9, 2024
#8N/A-3.78%
May 25, 2023 - Jul 6, 2023
#9N/A-3.40%
May 17, 2022 - Jun 10, 2022
#10N/A-3.07%
Jul 11, 2023 - Aug 3, 2023
#11N/A-2.99%
Oct 1, 2021 - Oct 7, 2021
#12N/A-2.60%
Sep 3, 2025 - Jan 6, 2026
#13N/A-2.50%
Feb 21, 2024 - Apr 10, 2024
#14N/A-2.10%
May 13, 2024 - May 28, 2024
#15N/A-2.03%
Apr 10, 2025 - May 21, 2025

Correlation

Correlation between GOVZ and RISR is -0.85 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.85
-101

Dividend Comparison (2020 - 2026)

GOVZ vs RISR dividend yield comparison.

YearGOVZRISR
20262.69%2.95%
20255.00%5.95%
20244.68%5.67%
20233.83%7.96%
20223.69%4.26%
20211.76%0.30%
20200.39%0.00%

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