IBDU vs GPIX

Comparison between ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF) and GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF (GPIX, ETF).

IBDU vs GPIX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDU(ETF)	GPIX(ETF)
Net Assets	$3.70B	$3.70B
Expense Ratio	0.10%	0.29%
Max Drawdown	22.93%	18.70%
Sharpe Ratio	0.70	2.12
5Y Beta	0.05	0.88
P/E Ratio	N/A	30.28
Forward P/E	N/A	23.50
PEG Ratio	N/A	0.52
5Y Dividends CAGR	12.82%	N/A
5Y EPS CAGR	N/A	30.86%
Debt to Equity	N/A	29.08%
P/S Ratio	N/A	4.52
P/B Ratio	N/A	6.34

Net Assets

IBDU

$3.70B

GPIX

$3.70B

Expense Ratio

Winner

IBDU

0.10%

GPIX

0.29%

Max Drawdown

IBDU

22.93%

Winner

GPIX

18.70%

Sharpe Ratio

IBDU

0.70

Winner

GPIX

2.12

5Y Beta

Winner

IBDU

0.05

GPIX

0.88

P/E Ratio

IBDU

N/A

GPIX

30.28

Forward P/E

IBDU

N/A

GPIX

23.50

PEG Ratio

IBDU

N/A

GPIX

0.52

5Y Dividends CAGR

IBDU

12.82%

GPIX

N/A

5Y EPS CAGR

IBDU

N/A

GPIX

30.86%

Debt to Equity

IBDU

N/A

GPIX

29.08%

P/S Ratio

IBDU

N/A

GPIX

4.52

P/B Ratio

IBDU

N/A

GPIX

6.34

IBDU vs GPIX - Historical Returns

Returns include dividend reinvestment.

Period	IBDU	GPIX
1 month	-0.18%	+6.12%
3 months	-0.28%	+7.46%
6 months	+1.19%	+8.59%
1 year	+5.51%	+25.57%
5 years(CAGR)	+1.52%	N/A
Max(CAGR)	+2.38%	+24.10%

IBDU

-0.18%

Winner

GPIX

+6.12%

IBDU

-0.28%

Winner

GPIX

+7.46%

IBDU

+1.19%

Winner

GPIX

+8.59%

IBDU

+5.51%

Winner

GPIX

+25.57%

5Y(CAGR)

IBDU

+1.52%

GPIX

N/A

Max(CAGR)

IBDU

+2.38%

Winner

GPIX

+24.10%

IBDU vs GPIX - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	IBDU	GPIX
2026	+0.40%	+7.61%
2025	+7.50%	+16.51%
2024	+4.07%	+22.33%
2023	+8.17%	+13.45%
2022	-12.44%	N/A
2021	-1.87%	N/A
2020	+10.16%	N/A
2019	+2.23%	N/A

IBDU vs GPIX Drawdown Comparison

The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.

The maximum drawdown for GPIX was -17.49%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The current IBDU drawdown is -0.66%. The current GPIX drawdown is -0.07%.

Rank	IBDU	GPIX
#1	-19.44% Aug 4, 2021 - Jul 21, 2025	-17.49% Feb 19, 2025 - Jun 26, 2025
#2	-18.22% Mar 5, 2020 - Jun 15, 2020	-7.71% Feb 25, 2026 - Apr 14, 2026
#3	-5.23% Dec 31, 2020 - Aug 2, 2021	-6.96% Jul 16, 2024 - Aug 21, 2024
#4	-1.79% Aug 6, 2020 - Nov 27, 2020	-4.96% Mar 28, 2024 - May 15, 2024
#5	-1.65% Oct 4, 2019 - Dec 26, 2019	-4.23% Oct 28, 2025 - Dec 4, 2025
#6	-1.58% Feb 27, 2026 - Mar 26, 2026	-3.78% Aug 30, 2024 - Sep 17, 2024
#7	-0.81% Nov 30, 2020 - Dec 24, 2020	-3.15% Dec 6, 2024 - Jan 21, 2025
#8	-0.78% Sep 24, 2019 - Oct 2, 2019	-2.33% Oct 8, 2025 - Oct 20, 2025
#9	-0.67% Jun 16, 2020 - Jul 1, 2020	-2.26% Feb 2, 2026 - Feb 25, 2026
#10	-0.55% Feb 3, 2020 - Feb 10, 2020	-2.05% Jan 12, 2026 - Jan 27, 2026
#11	-0.52% Feb 25, 2020 - Feb 28, 2020	-2.04% Dec 11, 2025 - Dec 23, 2025
#12	-0.51% Oct 21, 2025 - Nov 24, 2025	-1.98% Oct 18, 2024 - Nov 6, 2024
#13	-0.47% Sep 15, 2025 - Oct 1, 2025	-1.93% Jul 28, 2025 - Aug 8, 2025
#14	-0.37% Jul 23, 2020 - Jul 29, 2020	-1.67% Nov 13, 2024 - Nov 26, 2024
#15	-0.35% Feb 10, 2020 - Feb 18, 2020	-1.52% Dec 28, 2023 - Jan 10, 2024