IBDS vs RSPT

Comparison between ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS, ETF) and INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF (RSPT, ETF).

5-Year PerformanceRSPT has outperformed IBDS, delivering a return of +16.6% compared to +1.4%

IBDS vs RSPT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDS(ETF)	RSPT(ETF)
Net Assets	$3.80B	$3.80B
Expense Ratio	0.10%	0.40%
Max Drawdown	18.21%	58.97%
Sharpe Ratio	0.83	2.28
5Y Beta	0.02	1.34
P/E Ratio	N/A	31.79
Forward P/E	N/A	19.72
PEG Ratio	N/A	0.68
5Y Dividends CAGR	10.60%	-10.47%
5Y EPS CAGR	N/A	17.98%
Debt to Equity	N/A	111.44%
P/S Ratio	N/A	3.29
P/B Ratio	N/A	4.93

Net Assets

IBDS

$3.80B

RSPT

$3.80B

Expense Ratio

Winner

IBDS

0.10%

RSPT

0.40%

Max Drawdown

Winner

IBDS

18.21%

RSPT

58.97%

Sharpe Ratio

IBDS

0.83

Winner

RSPT

2.28

5Y Beta

Winner

IBDS

0.02

RSPT

1.34

P/E Ratio

IBDS

N/A

RSPT

31.79

Forward P/E

IBDS

N/A

RSPT

19.72

PEG Ratio

IBDS

N/A

RSPT

0.68

5Y Dividends CAGR

Winner

IBDS

10.60%

RSPT

-10.47%

5Y EPS CAGR

IBDS

N/A

RSPT

17.98%

Debt to Equity

IBDS

N/A

RSPT

111.44%

P/S Ratio

IBDS

N/A

RSPT

3.29

P/B Ratio

IBDS

N/A

RSPT

4.93

IBDS vs RSPT - Historical Returns

Returns include dividend reinvestment.

Period	IBDS	RSPT
1 month	+0.35%	+20.22%
3 months	+0.60%	+22.86%
6 months	+1.82%	+28.58%
1 year	+4.79%	+62.52%
5 years(CAGR)	+1.45%	+16.65%
10 years(CAGR)	+3.15%	+21.57%
Max(CAGR)	+3.15%	+14.40%

IBDS

+0.35%

Winner

RSPT

+20.22%

IBDS

+0.60%

Winner

RSPT

+22.86%

IBDS

+1.82%

Winner

RSPT

+28.58%

IBDS

+4.79%

Winner

RSPT

+62.52%

5Y(CAGR)

IBDS

+1.45%

Winner

RSPT

+16.65%

10Y(CAGR)

IBDS

+3.15%

Winner

RSPT

+21.57%

Max(CAGR)

IBDS

+3.15%

Winner

RSPT

+14.40%

IBDS vs RSPT - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IBDS	RSPT
2026	+1.00%	+27.18%
2025	+5.81%	+22.30%
2024	+4.92%	+17.94%
2023	+6.19%	+35.50%
2022	-9.09%	-24.88%
2021	-1.38%	+30.18%
2020	+9.00%	+28.40%
2019	+15.05%	+41.75%
2018	-2.48%	-1.79%
2017	+1.14%	+31.76%
2016	N/A	+20.94%
2015	N/A	+2.89%
2014	N/A	+20.37%
2013	N/A	+35.76%
2012	N/A	+10.47%
2011	N/A	-7.81%
2010	N/A	+16.56%
2009	N/A	+69.08%
2008	N/A	-44.46%
2007	N/A	+1.69%
2006	N/A	+1.64%

IBDS vs RSPT Drawdown Comparison

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

The maximum drawdown for RSPT was -58.91%, occurring on Nov 21, 2008. Recovery took 879 trading sessions.

Rank	IBDS	RSPT
#1	-16.75% Mar 5, 2020 - Jun 8, 2020	-58.91% Jul 19, 2007 - Jan 12, 2011
#2	-14.98% Aug 2, 2021 - Feb 28, 2025	-33.67% Feb 19, 2020 - Aug 3, 2020
#3	-5.54% Dec 6, 2017 - Feb 19, 2019	-32.49% Dec 27, 2021 - Dec 19, 2023
#4	-3.12% Feb 10, 2021 - Aug 2, 2021	-26.73% Feb 17, 2011 - Jan 25, 2013
#5	-2.35% Aug 28, 2019 - Oct 4, 2019	-26.62% Feb 19, 2025 - Jun 26, 2025
#6	-1.43% Aug 6, 2020 - Nov 17, 2020	-22.41% Aug 29, 2018 - Mar 19, 2019
#7	-1.22% Oct 4, 2019 - Nov 26, 2019	-16.92% Dec 1, 2015 - May 27, 2016
#8	-1.20% Jul 3, 2019 - Aug 1, 2019	-14.71% May 27, 2015 - Dec 1, 2015
#9	-1.16% Nov 6, 2017 - Dec 5, 2017	-12.86% Jul 16, 2024 - Oct 14, 2024
#10	-0.91% Apr 3, 2025 - Apr 28, 2025	-11.71% Apr 24, 2019 - Jul 3, 2019
#11	-0.70% Apr 11, 2019 - Apr 24, 2019	-11.01% Sep 18, 2014 - Nov 3, 2014
#12	-0.66% Sep 18, 2017 - Oct 13, 2017	-10.67% Jan 28, 2026 - Apr 13, 2026
#13	-0.64% Oct 17, 2017 - Nov 2, 2017	-10.36% Nov 3, 2025 - Dec 9, 2025
#14	-0.63% Jun 16, 2020 - Jul 2, 2020	-10.12% Mar 7, 2024 - May 22, 2024
#15	-0.59% Jun 24, 2019 - Jun 27, 2019	-9.90% Jul 24, 2019 - Nov 7, 2019

Correlation

Correlation between IBDS and RSPT is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2007 - 2026)

IBDS vs RSPT dividend yield comparison.

Year	IBDS	RSPT
2026	1.41%	0.07%
2025	4.36%	0.39%
2024	4.37%	0.44%
2023	3.81%	0.56%
2022	2.87%	0.71%
2021	2.19%	0.50%
2020	2.66%	1.29%
2019	3.31%	0.92%
2018	3.66%	0.98%
2017	0.97%	0.84%
2016	0.00%	1.16%
2015	0.00%	1.18%
2014	0.00%	1.16%
2013	0.00%	0.80%
2012	0.00%	1.03%
2011	0.00%	0.74%
2010	0.00%	0.27%
2009	0.00%	0.25%
2008	0.00%	0.35%
2007	0.00%	0.03%