GPIX vs IBDU

Comparison between GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF (GPIX, ETF) and ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF).

GPIX vs IBDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GPIX(ETF)	IBDU(ETF)
Net Assets	$3.70B	$3.70B
Expense Ratio	0.29%	0.10%
Max Drawdown	18.70%	22.93%
Sharpe Ratio	2.12	0.70
5Y Beta	0.88	0.05
P/E Ratio	30.28	N/A
Forward P/E	23.50	N/A
PEG Ratio	0.52	N/A
5Y Dividends CAGR	N/A	12.82%
5Y EPS CAGR	30.86%	N/A
Debt to Equity	29.08%	N/A
P/S Ratio	4.52	N/A
P/B Ratio	6.34	N/A

Net Assets

GPIX

$3.70B

IBDU

$3.70B

Expense Ratio

GPIX

0.29%

Winner

IBDU

0.10%

Max Drawdown

Winner

GPIX

18.70%

IBDU

22.93%

Sharpe Ratio

Winner

GPIX

2.12

IBDU

0.70

5Y Beta

GPIX

0.88

Winner

IBDU

0.05

P/E Ratio

GPIX

30.28

IBDU

N/A

Forward P/E

GPIX

23.50

IBDU

N/A

PEG Ratio

GPIX

0.52

IBDU

N/A

5Y Dividends CAGR

GPIX

N/A

IBDU

12.82%

5Y EPS CAGR

GPIX

30.86%

IBDU

N/A

Debt to Equity

GPIX

29.08%

IBDU

N/A

P/S Ratio

GPIX

4.52

IBDU

N/A

P/B Ratio

GPIX

6.34

IBDU

N/A

GPIX vs IBDU - Historical Returns

Returns include dividend reinvestment.

Period	GPIX	IBDU
1 month	+6.12%	-0.18%
3 months	+7.46%	-0.28%
6 months	+8.59%	+1.19%
1 year	+25.57%	+5.51%
5 years(CAGR)	N/A	+1.52%
Max(CAGR)	+24.10%	+2.38%

Winner

GPIX

+6.12%

IBDU

-0.18%

Winner

GPIX

+7.46%

IBDU

-0.28%

Winner

GPIX

+8.59%

IBDU

+1.19%

Winner

GPIX

+25.57%

IBDU

+5.51%

5Y(CAGR)

GPIX

N/A

IBDU

+1.52%

Max(CAGR)

Winner

GPIX

+24.10%

IBDU

+2.38%

GPIX vs IBDU - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	GPIX	IBDU
2026	+7.61%	+0.40%
2025	+16.51%	+7.50%
2024	+22.33%	+4.07%
2023	+13.45%	+8.17%
2022	N/A	-12.44%
2021	N/A	-1.87%
2020	N/A	+10.16%
2019	N/A	+2.23%

GPIX vs IBDU Drawdown Comparison

The maximum drawdown for GPIX was -17.49%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.

The current GPIX drawdown is -0.07%. The current IBDU drawdown is -0.66%.

Rank	GPIX	IBDU
#1	-17.49% Feb 19, 2025 - Jun 26, 2025	-19.44% Aug 4, 2021 - Jul 21, 2025
#2	-7.71% Feb 25, 2026 - Apr 14, 2026	-18.22% Mar 5, 2020 - Jun 15, 2020
#3	-6.96% Jul 16, 2024 - Aug 21, 2024	-5.23% Dec 31, 2020 - Aug 2, 2021
#4	-4.96% Mar 28, 2024 - May 15, 2024	-1.79% Aug 6, 2020 - Nov 27, 2020
#5	-4.23% Oct 28, 2025 - Dec 4, 2025	-1.65% Oct 4, 2019 - Dec 26, 2019
#6	-3.78% Aug 30, 2024 - Sep 17, 2024	-1.58% Feb 27, 2026 - Mar 26, 2026
#7	-3.15% Dec 6, 2024 - Jan 21, 2025	-0.81% Nov 30, 2020 - Dec 24, 2020
#8	-2.33% Oct 8, 2025 - Oct 20, 2025	-0.78% Sep 24, 2019 - Oct 2, 2019
#9	-2.26% Feb 2, 2026 - Feb 25, 2026	-0.67% Jun 16, 2020 - Jul 1, 2020
#10	-2.05% Jan 12, 2026 - Jan 27, 2026	-0.55% Feb 3, 2020 - Feb 10, 2020
#11	-2.04% Dec 11, 2025 - Dec 23, 2025	-0.52% Feb 25, 2020 - Feb 28, 2020
#12	-1.98% Oct 18, 2024 - Nov 6, 2024	-0.51% Oct 21, 2025 - Nov 24, 2025
#13	-1.93% Jul 28, 2025 - Aug 8, 2025	-0.47% Sep 15, 2025 - Oct 1, 2025
#14	-1.67% Nov 13, 2024 - Nov 26, 2024	-0.37% Jul 23, 2020 - Jul 29, 2020
#15	-1.52% Dec 28, 2023 - Jan 10, 2024	-0.35% Feb 10, 2020 - Feb 18, 2020