IBDS vs FV

Comparison between ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS, ETF) and FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF (FV, ETF).

5-Year PerformanceFV has outperformed IBDS, delivering a return of +9.7% compared to +1.4%

IBDS vs FV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDS(ETF)	FV(ETF)
Net Assets	$3.80B	$3.90B
Expense Ratio	0.10%	0.89%
Max Drawdown	18.21%	34.04%
Sharpe Ratio	0.49	0.90
5Y Beta	0.01	1.09
5Y Dividends CAGR	9.88%	N/A

Net Assets

IBDS

$3.80B

Winner

$3.90B

Expense Ratio

Winner

IBDS

0.10%

0.89%

Max Drawdown

Winner

IBDS

18.21%

34.04%

Sharpe Ratio

IBDS

0.49

Winner

0.90

5Y Beta

Winner

IBDS

0.01

1.09

5Y Dividends CAGR

IBDS

9.88%

N/A

IBDS vs FV - Historical Returns

Returns include dividend reinvestment.

Period	IBDS	FV
1 month	+0.23%	-3.26%
3 months	+0.86%	+11.54%
6 months	+1.59%	+6.50%
1 year	+4.47%	+20.95%
5 years(CAGR)	+1.39%	+9.69%
10 years(CAGR)	+3.15%	+12.64%
Max(CAGR)	+3.15%	+11.41%

Winner

IBDS

+0.23%

-3.26%

IBDS

+0.86%

Winner

+11.54%

IBDS

+1.59%

Winner

+6.50%

IBDS

+4.47%

Winner

+20.95%

5Y(CAGR)

IBDS

+1.39%

Winner

+9.69%

10Y(CAGR)

IBDS

+3.15%

Winner

+12.64%

Max(CAGR)

IBDS

+3.15%

Winner

+11.41%

IBDS vs FV - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	IBDS	FV
2026	+1.59%	+11.50%
2025	+5.81%	+7.33%
2024	+4.92%	+16.28%
2023	+6.19%	+15.33%
2022	-9.09%	-4.62%
2021	-1.38%	+23.58%
2020	+9.00%	+26.99%
2019	+15.05%	+25.82%
2018	-2.48%	-9.26%
2017	+1.14%	+18.43%
2016	N/A	+1.66%
2015	N/A	+7.02%
2014	N/A	+11.02%

IBDS vs FV Drawdown Comparison

The maximum drawdown for IBDS was -16.75%, occurring on Mar 20, 2020. Recovery took 65 trading sessions.

The maximum drawdown for FV was -34.04%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The current FV drawdown is -6.12%.

Rank	IBDS	FV
#1	-16.75% Mar 5, 2020 - Jun 8, 2020	-34.04% Feb 19, 2020 - Aug 3, 2020
#2	-14.98% Aug 2, 2021 - Feb 28, 2025	-26.21% Aug 29, 2018 - Dec 20, 2019
#3	-5.54% Dec 6, 2017 - Feb 19, 2019	-25.32% Jul 17, 2015 - Jun 8, 2017
#4	-3.12% Feb 10, 2021 - Aug 2, 2021	-23.08% Feb 18, 2025 - Oct 27, 2025
#5	-2.35% Aug 28, 2019 - Oct 4, 2019	-21.70% Nov 16, 2021 - Dec 14, 2023
#6	-1.43% Aug 6, 2020 - Nov 17, 2020	-14.16% Jul 16, 2024 - Oct 14, 2024
#7	-1.22% Oct 4, 2019 - Nov 26, 2019	-13.45% Jan 28, 2026 - May 6, 2026
#8	-1.20% Jul 3, 2019 - Aug 1, 2019	-11.15% Sep 2, 2020 - Nov 16, 2020
#9	-1.16% Nov 6, 2017 - Dec 5, 2017	-10.65% Mar 6, 2014 - Jul 1, 2014
#10	-0.91% Apr 3, 2025 - Apr 28, 2025	-9.46% Mar 12, 2018 - Jun 6, 2018
#11	-0.70% Apr 11, 2019 - Apr 24, 2019	-8.91% Jan 26, 2018 - Mar 7, 2018
#12	-0.66% Sep 18, 2017 - Oct 13, 2017	-8.49% Apr 1, 2024 - Jun 12, 2024
#13	-0.64% Oct 17, 2017 - Nov 2, 2017	-6.98% Sep 8, 2014 - Oct 28, 2014
#14	-0.63% Jun 16, 2020 - Jul 2, 2020	-6.82% Dec 4, 2024 - Feb 18, 2025
#15	-0.59% Jun 24, 2019 - Jun 27, 2019	-6.77% Oct 27, 2025 - Dec 10, 2025

Correlation

Correlation between IBDS and FV is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2014 - 2026)

IBDS vs FV dividend yield comparison.

Year	IBDS	FV
2026	2.12%	0.18%
2025	4.36%	0.63%
2024	4.37%	0.14%
2023	3.81%	0.47%
2022	2.87%	1.38%
2021	2.19%	0.11%
2020	2.66%	0.06%
2019	3.31%	0.56%
2018	3.66%	0.19%
2017	0.97%	0.67%
2016	0.00%	0.95%
2015	0.00%	0.14%
2014	0.00%	0.10%