IBCA vs XPH

Comparison between ISHARES IBONDS DEC 2035 TERM CORPORATE ETF (IBCA, ETF) and STATE STREET(R) SPDR(R) S&P(R) PHARMACEUTICALS ETF (XPH, ETF).

IBCA vs XPH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBCA(ETF)	XPH(ETF)
Net Assets	$354M	$353M
Expense Ratio	0.10%	0.35%
Max Drawdown	95.89%	52.72%
Sharpe Ratio	0.50	1.63
5Y Beta	0.11	0.77
P/E Ratio	N/A	-25.61
Forward P/E	N/A	11.30
5Y Dividends CAGR	N/A	10.65%
5Y EPS CAGR	N/A	-1.56%
Debt to Equity	N/A	0.06%
P/S Ratio	N/A	2.38
P/B Ratio	N/A	3.27

Net Assets

Winner

IBCA

$354M

XPH

$353M

Expense Ratio

Winner

IBCA

0.10%

XPH

0.35%

Max Drawdown

IBCA

95.89%

Winner

XPH

52.72%

Sharpe Ratio

IBCA

0.50

Winner

XPH

1.63

5Y Beta

Winner

IBCA

0.11

XPH

0.77

P/E Ratio

IBCA

N/A

XPH

-25.61

Forward P/E

IBCA

N/A

XPH

11.30

5Y Dividends CAGR

IBCA

N/A

XPH

10.65%

5Y EPS CAGR

IBCA

N/A

XPH

-1.56%

Debt to Equity

IBCA

N/A

XPH

0.06%

P/S Ratio

IBCA

N/A

XPH

2.38

P/B Ratio

IBCA

N/A

XPH

3.27

IBCA vs XPH - Historical Returns

Returns include dividend reinvestment.

Period	IBCA	XPH
1 month	+1.24%	+6.12%
3 months	+1.07%	+12.27%
6 months	+0.97%	+7.71%
1 year	+6.55%	+45.92%
5 years(CAGR)	N/A	+4.18%
10 years(CAGR)	+8.41%	+4.47%
Max(CAGR)	+4.44%	+8.78%

IBCA

+1.24%

Winner

XPH

+6.12%

IBCA

+1.07%

Winner

XPH

+12.27%

IBCA

+0.97%

Winner

XPH

+7.71%

IBCA

+6.55%

Winner

XPH

+45.92%

5Y(CAGR)

IBCA

N/A

XPH

+4.18%

10Y(CAGR)

Winner

IBCA

+8.41%

XPH

+4.47%

Max(CAGR)

IBCA

+4.44%

Winner

XPH

+8.78%

IBCA vs XPH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IBCA	XPH
2026	+0.63%	+9.36%
2025	+7.15%	+32.67%
2024	N/A	+4.80%
2023	N/A	+3.85%
2022	N/A	-10.72%
2021	N/A	-9.89%
2020	N/A	+14.99%
2019	N/A	+24.63%
2018	N/A	-16.41%
2017	N/A	+9.20%
2016	N/A	-21.50%
2015	+7.80%	+1.71%
2014	+36.63%	+30.23%
2013	+94.56%	+58.86%
2012	+47.35%	+10.07%
2011	-14.24%	+11.81%
2010	-12.54%	+19.70%
2009	-22.82%	+25.21%
2008	-74.83%	-8.06%
2007	-51.41%	-1.40%
2006	+34.94%	+11.12%
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 XPH 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 XPH was -48.04%, occurring on Mar 23, 2020. Recovery took 2621 trading sessions.

The current IBCA drawdown is -39.19%. The current XPH drawdown is -0.64%.

Rank	IBCA	XPH
#1	-95.73% Jul 25, 2006 - Oct 12, 2010	-48.04% Jul 22, 2015 - Dec 22, 2025
#2	-61.11% Nov 1, 1999 - Jan 23, 2002	-35.26% May 9, 2007 - Oct 14, 2009
#3	-22.48% Jul 17, 2002 - Sep 11, 2002	-17.59% Jul 7, 2011 - Jan 9, 2012
#4	-21.05% Sep 11, 2002 - Mar 20, 2003	-14.50% Mar 5, 2014 - Jun 20, 2014
#5	-16.92% Jan 24, 2002 - Apr 17, 2002	-13.17% Sep 18, 2012 - Feb 19, 2013
#6	-16.85% Mar 8, 2004 - Oct 26, 2004	-11.97% Feb 25, 2026 - Apr 17, 2026
#7	-13.95% Sep 12, 2005 - Oct 21, 2005	-10.95% Apr 5, 2010 - Sep 13, 2010
#8	-13.26% Dec 8, 2005 - Jan 23, 2006	-10.85% Jul 3, 2014 - Sep 17, 2014
#9	-12.76% Feb 4, 2005 - Jul 13, 2005	-10.60% Mar 19, 2015 - Jul 14, 2015
#10	-9.56% Jun 5, 2006 - Jul 6, 2006	-9.08% Oct 15, 2009 - Nov 23, 2009
#11	-8.95% Aug 2, 2005 - Aug 29, 2005	-8.24% May 6, 2026 - Jun 2, 2026
#12	-7.68% Apr 28, 2006 - May 26, 2006	-7.03% Sep 24, 2014 - Oct 28, 2014
#13	-6.94% Dec 31, 2004 - Feb 4, 2005	-6.73% Feb 20, 2007 - Apr 12, 2007
#14	-6.80% Apr 2, 2003 - Jun 4, 2003	-6.56% Jan 18, 2011 - Apr 4, 2011
#15	-6.31% Apr 18, 2002 - Jul 3, 2002	-6.43% Apr 27, 2012 - Jun 19, 2012

Correlation

Correlation between IBCA and XPH is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (2006 - 2026)

IBCA vs XPH dividend yield comparison.

Year	IBCA	XPH
2026	2.00%	0.10%
2025	3.19%	0.83%
2024	0.00%	1.58%
2023	0.00%	1.28%
2022	0.00%	1.64%
2021	0.00%	0.95%
2020	0.00%	0.47%
2019	0.00%	0.64%
2018	0.00%	0.65%
2017	0.00%	0.67%
2016	0.00%	0.63%
2015	0.46%	7.15%
2014	1.49%	5.55%
2013	0.00%	2.06%
2012	0.00%	1.91%
2011	0.00%	1.15%
2010	0.00%	1.12%
2009	0.00%	0.99%
2008	6.27%	1.56%
2007	1.45%	1.11%
2006	0.00%	0.76%