IBCA vs QQQH

Comparison between ISHARES IBONDS DEC 2035 TERM CORPORATE ETF (IBCA, ETF) and NEOS NASDAQ-100(R) HEDGED EQUITY INCOME ETF (QQQH, ETF).

IBCA vs QQQH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBCA(ETF)	QQQH(ETF)
Net Assets	$376M	$374M
Expense Ratio	0.10%	0.68%
Max Drawdown	95.89%	37.23%
Sharpe Ratio	-0.29	0.78
5Y Beta	0.12	0.76
P/E Ratio	N/A	33.53
Forward P/E	N/A	23.10
PEG Ratio	N/A	0.25
5Y Dividends CAGR	N/A	2.92%
5Y EPS CAGR	N/A	32.37%
Debt to Equity	N/A	33.44%
P/S Ratio	N/A	6.05
P/B Ratio	N/A	9.05

Net Assets

Winner

IBCA

$376M

QQQH

$374M

Expense Ratio

Winner

IBCA

0.10%

QQQH

0.68%

Max Drawdown

IBCA

95.89%

Winner

QQQH

37.23%

Sharpe Ratio

IBCA

-0.29

Winner

QQQH

0.78

5Y Beta

Winner

IBCA

0.12

QQQH

0.76

P/E Ratio

IBCA

N/A

QQQH

33.53

Forward P/E

IBCA

N/A

QQQH

23.10

PEG Ratio

IBCA

N/A

QQQH

0.25

5Y Dividends CAGR

IBCA

N/A

QQQH

2.92%

5Y EPS CAGR

IBCA

N/A

QQQH

32.37%

Debt to Equity

IBCA

N/A

QQQH

33.44%

P/S Ratio

IBCA

N/A

QQQH

6.05

P/B Ratio

IBCA

N/A

QQQH

9.05

IBCA vs QQQH - Historical Returns

Returns include dividend reinvestment.

Period	IBCA	QQQH
1 month	-0.38%	+0.59%
3 months	-0.44%	+0.42%
6 months	-2.24%	+6.75%
1 year	+2.63%	+13.01%
5 years(CAGR)	N/A	+7.68%
10 years(CAGR)	+8.13%	N/A
Max(CAGR)	+4.35%	+9.90%

IBCA

-0.38%

Winner

QQQH

+0.59%

IBCA

-0.44%

Winner

QQQH

+0.42%

IBCA

-2.24%

Winner

QQQH

+6.75%

IBCA

+2.63%

Winner

QQQH

+13.01%

5Y(CAGR)

IBCA

N/A

QQQH

+7.68%

10Y(CAGR)

IBCA

+8.13%

QQQH

N/A

Max(CAGR)

IBCA

+4.35%

Winner

QQQH

+9.90%

IBCA vs QQQH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IBCA	QQQH
2026	-0.77%	+6.72%
2025	+7.15%	+14.04%
2024	N/A	+27.40%
2023	N/A	+31.61%
2022	N/A	-28.45%
2021	N/A	+10.07%
2020	N/A	+17.89%
2019	N/A	+0.30%
2015	+7.80%	N/A
2014	+36.63%	N/A
2013	+94.56%	N/A
2012	+47.35%	N/A
2011	-14.24%	N/A
2010	-12.54%	N/A
2009	-22.82%	N/A
2008	-74.83%	N/A
2007	-51.41%	N/A
2006	+34.94%	N/A
2005	+28.57%	N/A
2004	+33.19%	N/A
2003	+41.27%	N/A
2002	+50.00%	N/A
2001	+97.33%	N/A
2000	-44.44%	N/A
1999	-30.56%	N/A

IBCA vs QQQH Drawdown Comparison

The maximum drawdown for IBCA was -95.73%, occurring on Oct 12, 2010. This drawdown has not yet recovered.

The maximum drawdown for QQQH was -31.24%, occurring on Jan 5, 2023. Recovery took 626 trading sessions.

The current IBCA drawdown is -40.03%. The current QQQH drawdown is -1.34%.

Rank	IBCA	QQQH
#1	-95.73% Jul 25, 2006 - Oct 12, 2010	-31.24% Nov 19, 2021 - May 20, 2024
#2	-61.11% Nov 1, 1999 - Jan 23, 2002	-15.18% Feb 19, 2025 - Jun 24, 2025
#3	-22.48% Jul 17, 2002 - Sep 11, 2002	-11.18% Sep 2, 2020 - Feb 5, 2021
#4	-21.05% Sep 11, 2002 - Mar 20, 2003	-10.52% Feb 19, 2020 - Apr 29, 2020
#5	-16.92% Jan 24, 2002 - Apr 17, 2002	-9.27% Jul 16, 2024 - Sep 19, 2024
#6	-16.85% Mar 8, 2004 - Oct 26, 2004	-6.96% Jan 27, 2026 - Apr 17, 2026
#7	-13.95% Sep 12, 2005 - Oct 21, 2005	-6.14% Feb 16, 2021 - Jun 17, 2021
#8	-13.26% Dec 8, 2005 - Jan 23, 2006	-5.82% Jun 2, 2026 - Jul 29, 2026
#9	-12.76% Feb 4, 2005 - Jul 13, 2005	-5.29% Sep 7, 2021 - Nov 3, 2021
#10	-9.56% Jun 5, 2006 - Jul 6, 2006	-4.84% Oct 29, 2025 - Dec 23, 2025
#11	-8.95% Aug 2, 2005 - Aug 29, 2005	-4.75% Jun 10, 2020 - Jul 2, 2020
#12	-7.68% Apr 28, 2006 - May 26, 2006	-3.94% May 11, 2020 - Jun 3, 2020
#13	-6.94% Dec 31, 2004 - Feb 4, 2005	-3.48% Jul 10, 2020 - Aug 18, 2020
#14	-6.80% Apr 2, 2003 - Jun 4, 2003	-2.59% Dec 16, 2024 - Jan 22, 2025
#15	-6.31% Apr 18, 2002 - Jul 3, 2002	-2.48% Oct 14, 2024 - Nov 6, 2024

Correlation

Correlation between IBCA and QQQH is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2007 - 2026)

IBCA vs QQQH dividend yield comparison.

Year	IBCA	QQQH
2026	2.88%	5.20%
2025	3.19%	8.86%
2024	0.00%	7.53%
2023	0.00%	7.18%
2022	0.00%	9.05%
2021	0.00%	7.77%
2020	0.00%	7.48%
2019	0.00%	0.65%
2015	0.46%	0.00%
2014	1.49%	0.00%
2008	6.27%	0.00%
2007	1.45%	0.00%