IBDT vs RSPT

Comparison between ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT, ETF) and INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF (RSPT, ETF).

5-Year PerformanceRSPT has outperformed IBDT, delivering a return of +16.6% compared to +1.5%

IBDT vs RSPT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDT(ETF)	RSPT(ETF)
Net Assets	$3.80B	$3.80B
Expense Ratio	0.10%	0.40%
Max Drawdown	21.32%	58.97%
Sharpe Ratio	0.68	2.28
5Y Beta	0.03	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	9.54%	-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

IBDT

$3.80B

RSPT

$3.80B

Expense Ratio

Winner

IBDT

0.10%

RSPT

0.40%

Max Drawdown

Winner

IBDT

21.32%

RSPT

58.97%

Sharpe Ratio

IBDT

0.68

Winner

RSPT

2.28

5Y Beta

Winner

IBDT

0.03

RSPT

1.34

P/E Ratio

IBDT

N/A

RSPT

31.79

Forward P/E

IBDT

N/A

RSPT

19.72

PEG Ratio

IBDT

N/A

RSPT

0.68

5Y Dividends CAGR

Winner

IBDT

9.54%

RSPT

-10.47%

5Y EPS CAGR

IBDT

N/A

RSPT

17.98%

Debt to Equity

IBDT

N/A

RSPT

111.44%

P/S Ratio

IBDT

N/A

RSPT

3.29

P/B Ratio

IBDT

N/A

RSPT

4.93

IBDT vs RSPT - Historical Returns

Returns include dividend reinvestment.

Period	IBDT	RSPT
1 month	+0.33%	+20.22%
3 months	+0.20%	+22.86%
6 months	+1.55%	+28.58%
1 year	+5.08%	+62.52%
5 years(CAGR)	+1.45%	+16.65%
10 years(CAGR)	N/A	+21.57%
Max(CAGR)	+3.91%	+14.40%

IBDT

+0.33%

Winner

RSPT

+20.22%

IBDT

+0.20%

Winner

RSPT

+22.86%

IBDT

+1.55%

Winner

RSPT

+28.58%

IBDT

+5.08%

Winner

RSPT

+62.52%

5Y(CAGR)

IBDT

+1.45%

Winner

RSPT

+16.65%

10Y(CAGR)

IBDT

N/A

RSPT

+21.57%

Max(CAGR)

IBDT

+3.91%

Winner

RSPT

+14.40%

IBDT vs RSPT - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IBDT	RSPT
2026	+0.71%	+27.18%
2025	+6.93%	+22.30%
2024	+4.34%	+17.94%
2023	+7.32%	+35.50%
2022	-11.23%	-24.88%
2021	-1.91%	+30.18%
2020	+9.66%	+28.40%
2019	+15.26%	+41.75%
2018	+1.18%	-1.79%
2017	N/A	+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%

IBDT vs RSPT Drawdown Comparison

The maximum drawdown for IBDT was -17.79%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.

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

Rank	IBDT	RSPT
#1	-17.79% Mar 6, 2020 - Jun 15, 2020	-58.91% Jul 19, 2007 - Jan 12, 2011
#2	-17.69% Aug 2, 2021 - May 29, 2025	-33.67% Feb 19, 2020 - Aug 3, 2020
#3	-4.41% Dec 30, 2020 - Aug 2, 2021	-32.49% Dec 27, 2021 - Dec 19, 2023
#4	-2.61% Sep 4, 2019 - Dec 3, 2019	-26.73% Feb 17, 2011 - Jan 25, 2013
#5	-1.82% Oct 2, 2018 - Dec 28, 2018	-26.62% Feb 19, 2025 - Jun 26, 2025
#6	-1.66% Aug 4, 2020 - Nov 19, 2020	-22.41% Aug 29, 2018 - Mar 19, 2019
#7	-1.36% Jul 3, 2019 - Aug 1, 2019	-16.92% Dec 1, 2015 - May 27, 2016
#8	-1.03% Feb 23, 2026 - May 8, 2026	-14.71% May 27, 2015 - Dec 1, 2015
#9	-1.01% Jan 31, 2019 - Feb 26, 2019	-12.86% Jul 16, 2024 - Oct 14, 2024
#10	-0.86% Jun 17, 2020 - Jul 1, 2020	-11.71% Apr 24, 2019 - Jul 3, 2019
#11	-0.78% Mar 27, 2019 - Apr 10, 2019	-11.01% Sep 18, 2014 - Nov 3, 2014
#12	-0.69% Apr 10, 2019 - Apr 26, 2019	-10.67% Jan 28, 2026 - Apr 13, 2026
#13	-0.67% Nov 30, 2020 - Dec 18, 2020	-10.36% Nov 3, 2025 - Dec 9, 2025
#14	-0.61% Dec 3, 2019 - Dec 27, 2019	-10.12% Mar 7, 2024 - May 22, 2024
#15	-0.53% Feb 26, 2019 - Mar 8, 2019	-9.90% Jul 24, 2019 - Nov 7, 2019

Correlation

Correlation between IBDT and RSPT is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2007 - 2026)

IBDT vs RSPT dividend yield comparison.

Year	IBDT	RSPT
2026	1.48%	0.07%
2025	4.56%	0.39%
2024	4.67%	0.44%
2023	4.10%	0.56%
2022	3.25%	0.71%
2021	2.45%	0.50%
2020	2.80%	1.29%
2019	3.32%	0.92%
2018	1.47%	0.98%
2017	0.00%	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%