IBDS vs GRNY

Comparison between ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS, ETF) and FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF (GRNY, ETF).

IBDS vs GRNY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDS(ETF)	GRNY(ETF)
Net Assets	$3.80B	$3.90B
Expense Ratio	0.10%	0.75%
Max Drawdown	18.21%	24.18%
Sharpe Ratio	0.83	1.70
5Y Beta	0.02	1.25
P/E Ratio	N/A	34.15
Forward P/E	N/A	16.93
PEG Ratio	N/A	0.80
5Y Dividends CAGR	10.60%	N/A
5Y EPS CAGR	N/A	22.96%
Debt to Equity	N/A	56.16%
P/S Ratio	N/A	4.92
P/B Ratio	N/A	5.66

Net Assets

IBDS

$3.80B

Winner

GRNY

$3.90B

Expense Ratio

Winner

IBDS

0.10%

GRNY

0.75%

Max Drawdown

Winner

IBDS

18.21%

GRNY

24.18%

Sharpe Ratio

IBDS

0.83

Winner

GRNY

1.70

5Y Beta

Winner

IBDS

0.02

GRNY

1.25

P/E Ratio

IBDS

N/A

GRNY

34.15

Forward P/E

IBDS

N/A

GRNY

16.93

PEG Ratio

IBDS

N/A

GRNY

0.80

5Y Dividends CAGR

IBDS

10.60%

GRNY

N/A

5Y EPS CAGR

IBDS

N/A

GRNY

22.96%

Debt to Equity

IBDS

N/A

GRNY

56.16%

P/S Ratio

IBDS

N/A

GRNY

4.92

P/B Ratio

IBDS

N/A

GRNY

5.66

IBDS vs GRNY - Historical Returns

Returns include dividend reinvestment.

Period	IBDS	GRNY
1 month	+0.35%	+8.44%
3 months	+0.60%	+6.89%
6 months	+1.82%	+6.98%
1 year	+4.79%	+35.97%
5 years(CAGR)	+1.45%	N/A
10 years(CAGR)	+3.15%	N/A
Max(CAGR)	+3.15%	+21.43%

IBDS

+0.35%

Winner

GRNY

+8.44%

IBDS

+0.60%

Winner

GRNY

+6.89%

IBDS

+1.82%

Winner

GRNY

+6.98%

IBDS

+4.79%

Winner

GRNY

+35.97%

5Y(CAGR)

IBDS

+1.45%

GRNY

N/A

10Y(CAGR)

IBDS

+3.15%

GRNY

N/A

Max(CAGR)

IBDS

+3.15%

Winner

GRNY

+21.43%

IBDS vs GRNY - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	IBDS	GRNY
2026	+1.00%	+8.00%
2025	+5.81%	+24.36%
2024	+4.92%	-1.09%
2023	+6.19%	N/A
2022	-9.09%	N/A
2021	-1.38%	N/A
2020	+9.00%	N/A
2019	+15.05%	N/A
2018	-2.48%	N/A
2017	+1.14%	N/A

IBDS vs GRNY Drawdown Comparison

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

The maximum drawdown for GRNY was -24.18%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The current GRNY drawdown is -0.41%.

Rank	IBDS	GRNY
#1	-16.75% Mar 5, 2020 - Jun 8, 2020	-24.18% Jan 23, 2025 - Jun 6, 2025
#2	-14.98% Aug 2, 2021 - Feb 28, 2025	-11.63% Oct 29, 2025 - Apr 17, 2026
#3	-5.54% Dec 6, 2017 - Feb 19, 2019	-6.54% Dec 6, 2024 - Jan 22, 2025
#4	-3.12% Feb 10, 2021 - Aug 2, 2021	-3.80% Aug 12, 2025 - Sep 10, 2025
#5	-2.35% Aug 28, 2019 - Oct 4, 2019	-3.51% Oct 9, 2025 - Oct 24, 2025
#6	-1.43% Aug 6, 2020 - Nov 17, 2020	-3.24% Nov 11, 2024 - Nov 26, 2024
#7	-1.22% Oct 4, 2019 - Nov 26, 2019	-2.87% Jul 28, 2025 - Aug 8, 2025
#8	-1.20% Jul 3, 2019 - Aug 1, 2019	-2.65% Sep 22, 2025 - Oct 6, 2025
#9	-1.16% Nov 6, 2017 - Dec 5, 2017	-2.02% Apr 24, 2026 - May 1, 2026
#10	-0.91% Apr 3, 2025 - Apr 28, 2025	-1.59% May 6, 2026 - May 7, 2026
#11	-0.70% Apr 11, 2019 - Apr 24, 2019	-1.32% Jun 30, 2025 - Jul 3, 2025
#12	-0.66% Sep 18, 2017 - Oct 13, 2017	-1.31% Jul 3, 2025 - Jul 14, 2025
#13	-0.64% Oct 17, 2017 - Nov 2, 2017	-1.20% Jun 16, 2025 - Jun 23, 2025
#14	-0.63% Jun 16, 2020 - Jul 2, 2020	-1.12% Jul 17, 2025 - Jul 23, 2025
#15	-0.59% Jun 24, 2019 - Jun 27, 2019	-1.10% Oct 6, 2025 - Oct 8, 2025