IBDR vs USCA

Comparison between ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF) and XTRACKERS MSCI USA CLIMATE ACTION EQUITY ETF (USCA, ETF).

IBDR vs USCA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDR(ETF)	USCA(ETF)
Net Assets	$3.40B	$3.50B
Expense Ratio	0.10%	0.07%
Max Drawdown	16.31%	19.36%
Sharpe Ratio	0.47	0.90
5Y Beta	0.01	0.95
P/E Ratio	N/A	27.27
Forward P/E	N/A	22.62
5Y Dividends CAGR	8.28%	N/A
5Y EPS CAGR	N/A	30.44%
Debt to Equity	N/A	54.74%
P/S Ratio	N/A	4.35
P/B Ratio	N/A	6.69

Net Assets

IBDR

$3.40B

Winner

USCA

$3.50B

Expense Ratio

IBDR

0.10%

Winner

USCA

0.07%

Max Drawdown

Winner

IBDR

16.31%

USCA

19.36%

Sharpe Ratio

IBDR

0.47

Winner

USCA

0.90

5Y Beta

Winner

IBDR

0.01

USCA

0.95

P/E Ratio

IBDR

N/A

USCA

27.27

Forward P/E

IBDR

N/A

USCA

22.62

5Y Dividends CAGR

IBDR

8.28%

USCA

N/A

5Y EPS CAGR

IBDR

N/A

USCA

30.44%

Debt to Equity

IBDR

N/A

USCA

54.74%

P/S Ratio

IBDR

N/A

USCA

4.35

P/B Ratio

IBDR

N/A

USCA

6.69

IBDR vs USCA - Historical Returns

Returns include dividend reinvestment.

Period	IBDR	USCA
1 month	+0.41%	+2.61%
3 months	+1.04%	+3.88%
6 months	+1.89%	+11.13%
1 year	+4.21%	+16.18%
5 years(CAGR)	+1.63%	N/A
10 years(CAGR)	+3.00%	N/A
Max(CAGR)	+3.00%	+20.95%

IBDR

+0.41%

Winner

USCA

+2.61%

IBDR

+1.04%

Winner

USCA

+3.88%

IBDR

+1.89%

Winner

USCA

+11.13%

IBDR

+4.21%

Winner

USCA

+16.18%

5Y(CAGR)

IBDR

+1.63%

USCA

N/A

10Y(CAGR)

IBDR

+3.00%

USCA

N/A

Max(CAGR)

IBDR

+3.00%

Winner

USCA

+20.95%

IBDR vs USCA - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	IBDR	USCA
2026	+2.36%	+9.62%
2025	+5.03%	+14.76%
2024	+5.25%	+27.94%
2023	+5.78%	+19.93%
2022	-7.96%	N/A
2021	-1.68%	N/A
2020	+9.14%	N/A
2019	+14.17%	N/A
2018	-2.45%	N/A
2017	+5.53%	N/A
2016	-3.34%	N/A

IBDR vs USCA Drawdown Comparison

The maximum drawdown for IBDR was -16.06%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.

The maximum drawdown for USCA was -19.14%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The current USCA drawdown is -1.46%.

Rank	IBDR	USCA
#1	-16.06% Mar 4, 2020 - Jun 2, 2020	-19.14% Feb 19, 2025 - Jun 30, 2025
#2	-13.13% Dec 31, 2020 - Dec 6, 2024	-10.25% Jan 12, 2026 - Apr 17, 2026
#3	-6.23% Sep 26, 2016 - Aug 3, 2017	-9.97% Jul 31, 2023 - Nov 22, 2023
#4	-5.01% Sep 7, 2017 - Jan 31, 2019	-8.66% Jul 16, 2024 - Sep 19, 2024
#5	-2.03% Aug 28, 2019 - Oct 3, 2019	-5.56% Oct 28, 2025 - Dec 24, 2025
#6	-1.19% Oct 31, 2019 - Nov 26, 2019	-5.48% Mar 28, 2024 - May 15, 2024
#7	-1.19% Jul 3, 2019 - Aug 1, 2019	-4.85% Jun 2, 2026 - Aug 3, 2026
#8	-0.95% Aug 6, 2020 - Nov 4, 2020	-4.69% Dec 11, 2024 - Jan 30, 2025
#9	-0.86% Oct 3, 2019 - Oct 31, 2019	-2.65% Apr 19, 2023 - Apr 28, 2023
#10	-0.70% Feb 26, 2019 - Mar 7, 2019	-2.56% Oct 8, 2025 - Oct 24, 2025
#11	-0.67% Jun 16, 2020 - Jul 2, 2020	-2.45% Jun 15, 2023 - Jun 30, 2023
#12	-0.64% Jun 10, 2020 - Jun 15, 2020	-2.42% Jul 25, 2025 - Aug 13, 2025
#13	-0.62% Apr 10, 2019 - Apr 24, 2019	-2.38% May 1, 2023 - May 17, 2023
#14	-0.61% Aug 3, 2017 - Aug 23, 2017	-2.30% Oct 18, 2024 - Nov 6, 2024
#15	-0.57% Apr 26, 2019 - May 7, 2019	-2.17% Nov 11, 2024 - Nov 26, 2024

Correlation

Correlation between IBDR and USCA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2016 - 2026)

IBDR vs USCA dividend yield comparison.

Year	IBDR	USCA
2026	2.34%	0.51%
2025	4.20%	1.14%
2024	4.13%	1.22%
2023	3.41%	1.15%
2022	2.44%	0.00%
2021	2.11%	0.00%
2020	2.61%	0.00%
2019	3.25%	0.00%
2018	3.56%	0.00%
2017	3.22%	0.00%
2016	0.86%	0.00%