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IBAT vs JANT

Comparison between ISHARES ENERGY STORAGE & MATERIALS ETF (IBAT, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 JAN ETF (JANT, ETF).

IBAT vs JANT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBAT
$65M
Winner
JANT
$65M
Expense Ratio
Winner
IBAT
0.47%
JANT
0.74%
Max Drawdown
IBAT
28.64%
Winner
JANT
16.18%
Sharpe Ratio
Winner
IBAT
2.64
JANT
1.79
5Y Beta
IBAT
0.97
Winner
JANT
0.59

IBAT vs JANT - Historical Returns

Returns include dividend reinvestment.

1M
IBAT
-0.64%
Winner
JANT
+1.23%
3M
Winner
IBAT
+30.38%
JANT
+5.53%
6M
Winner
IBAT
+42.16%
JANT
+6.81%
1Y
Winner
IBAT
+107.20%
JANT
+18.94%
5Y(CAGR)
IBAT
N/A
JANT
+10.05%
Max(CAGR)
Winner
IBAT
+28.54%
JANT
+10.94%

IBAT vs JANT - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearIBATJANT
2026+48.38%+5.62%
2025+32.30%+14.40%
2024-13.18%+16.81%
2023N/A+23.23%
2022N/A-10.56%
2021N/A+13.68%

IBAT vs JANT Drawdown Comparison

The maximum drawdown for IBAT was -28.26%, occurring on Apr 8, 2025. Recovery took 225 trading sessions.

The maximum drawdown for JANT was -16.18%, occurring on Oct 12, 2022. Recovery took 362 trading sessions.

The current IBAT drawdown is -8.92%. The current JANT drawdown is -1.27%.

RankIBATJANT
#1-28.26%
Sep 27, 2024 - Aug 22, 2025
-16.18%
Jan 3, 2022 - Jun 13, 2023
#2-13.65%
Mar 22, 2024 - Sep 26, 2024
-13.25%
Feb 19, 2025 - Jun 24, 2025
#3-12.25%
Oct 29, 2025 - Jan 22, 2026
-7.60%
Jul 28, 2023 - Nov 14, 2023
#4-11.90%
Feb 25, 2026 - Apr 9, 2026
-5.94%
Feb 9, 2026 - Apr 14, 2026
#5-8.92%
May 29, 2026 - Jun 5, 2026
-4.46%
Jul 16, 2024 - Aug 16, 2024
#6-7.28%
May 14, 2026 - May 26, 2026
-3.08%
Mar 28, 2024 - May 9, 2024
#7-5.69%
Oct 6, 2025 - Oct 13, 2025
-2.36%
Jan 20, 2021 - Feb 4, 2021
#8-3.68%
Sep 22, 2025 - Oct 1, 2025
-2.32%
Feb 12, 2021 - Mar 11, 2021
#9-3.06%
Jan 28, 2026 - Feb 9, 2026
-2.12%
Nov 12, 2025 - Nov 25, 2025
#10-2.94%
Oct 20, 2025 - Oct 24, 2025
-2.09%
May 7, 2021 - May 28, 2021
#11-2.47%
May 11, 2026 - May 13, 2026
-1.97%
Aug 30, 2024 - Sep 19, 2024
#12-2.28%
May 6, 2026 - May 11, 2026
-1.68%
Jan 27, 2026 - Feb 9, 2026
#13-2.25%
Aug 28, 2025 - Sep 5, 2025
-1.60%
Jan 6, 2025 - Jan 17, 2025
#14-1.95%
May 26, 2026 - May 28, 2026
-1.60%
Jan 12, 2026 - Jan 27, 2026
#15-1.87%
Apr 22, 2026 - Apr 29, 2026
-1.47%
Oct 8, 2025 - Oct 20, 2025

Correlation

Correlation between IBAT and JANT is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

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