IBDU vs TSPA

Comparison between ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF) and T. ROWE PRICE U.S. EQUITY RESEARCH ETF (TSPA, ETF).

5-Year PerformanceTSPA has outperformed IBDU, delivering a return of +13.1% compared to +0.8%

IBDU vs TSPA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDU(ETF)	TSPA(ETF)
Net Assets	$4B	$4.10B
Expense Ratio	0.10%	0.34%
Max Drawdown	22.93%	24.72%
Sharpe Ratio	-0.10	1.00
5Y Beta	0.05	0.97
P/E Ratio	N/A	31.89
Forward P/E	N/A	21.48
5Y Dividends CAGR	11.31%	N/A
5Y EPS CAGR	N/A	29.22%
Debt to Equity	N/A	56.12%
P/S Ratio	N/A	4.36
P/B Ratio	N/A	6.22

Net Assets

IBDU

$4B

Winner

TSPA

$4.10B

Expense Ratio

Winner

IBDU

0.10%

TSPA

0.34%

Max Drawdown

Winner

IBDU

22.93%

TSPA

24.72%

Sharpe Ratio

IBDU

-0.10

Winner

TSPA

1.00

5Y Beta

Winner

IBDU

0.05

TSPA

0.97

P/E Ratio

IBDU

N/A

TSPA

31.89

Forward P/E

IBDU

N/A

TSPA

21.48

5Y Dividends CAGR

IBDU

11.31%

TSPA

N/A

5Y EPS CAGR

IBDU

N/A

TSPA

29.22%

Debt to Equity

IBDU

N/A

TSPA

56.12%

P/S Ratio

IBDU

N/A

TSPA

4.36

P/B Ratio

IBDU

N/A

TSPA

6.22

IBDU vs TSPA - Historical Returns

Returns include dividend reinvestment.

Period	IBDU	TSPA
1 month	-0.27%	-0.47%
3 months	+0.10%	+4.02%
6 months	+0.47%	+7.07%
1 year	+3.75%	+17.58%
5 years(CAGR)	+0.81%	+13.13%
Max(CAGR)	+2.35%	+13.71%

Winner

IBDU

-0.27%

TSPA

-0.47%

IBDU

+0.10%

Winner

TSPA

+4.02%

IBDU

+0.47%

Winner

TSPA

+7.07%

IBDU

+3.75%

Winner

TSPA

+17.58%

5Y(CAGR)

IBDU

+0.81%

Winner

TSPA

+13.13%

Max(CAGR)

IBDU

+2.35%

Winner

TSPA

+13.71%

IBDU vs TSPA - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	IBDU	TSPA
2026	+0.72%	+9.04%
2025	+7.50%	+16.49%
2024	+4.07%	+27.28%
2023	+8.17%	+30.41%
2022	-12.44%	-19.11%
2021	-1.87%	+13.72%
2020	+10.16%	N/A
2019	+2.23%	N/A

IBDU vs TSPA Drawdown Comparison

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

The maximum drawdown for TSPA was -24.72%, occurring on Oct 12, 2022. Recovery took 478 trading sessions.

The current IBDU drawdown is -0.34%. The current TSPA drawdown is -2.40%.

Rank	IBDU	TSPA
#1	-19.44% Aug 4, 2021 - Jul 21, 2025	-24.72% Dec 29, 2021 - Nov 22, 2023
#2	-18.22% Mar 5, 2020 - Jun 15, 2020	-19.04% Feb 19, 2025 - Jun 27, 2025
#3	-5.23% Dec 31, 2020 - Aug 2, 2021	-9.24% Jan 29, 2026 - Apr 14, 2026
#4	-1.79% Aug 6, 2020 - Nov 27, 2020	-8.90% Jul 16, 2024 - Sep 19, 2024
#5	-1.65% Oct 4, 2019 - Dec 26, 2019	-5.49% Mar 28, 2024 - May 14, 2024
#6	-1.58% Feb 27, 2026 - Mar 26, 2026	-5.40% Oct 29, 2025 - Dec 11, 2025
#7	-0.81% Nov 30, 2020 - Dec 24, 2020	-4.78% Aug 30, 2021 - Oct 19, 2021
#8	-0.78% Sep 24, 2019 - Oct 2, 2019	-4.46% Jun 2, 2026 - Jun 10, 2026
#9	-0.67% Jun 16, 2020 - Jul 1, 2020	-4.16% Nov 16, 2021 - Dec 23, 2021
#10	-0.55% Feb 3, 2020 - Feb 10, 2020	-3.91% Dec 6, 2024 - Jan 22, 2025
#11	-0.52% Feb 25, 2020 - Feb 28, 2020	-2.97% Oct 8, 2025 - Oct 24, 2025
#12	-0.51% Oct 21, 2025 - Nov 24, 2025	-2.82% Jul 12, 2021 - Jul 23, 2021
#13	-0.47% Sep 15, 2025 - Oct 1, 2025	-2.77% Dec 11, 2025 - Dec 23, 2025
#14	-0.37% Jul 23, 2020 - Jul 29, 2020	-2.64% Oct 14, 2024 - Nov 6, 2024
#15	-0.35% Feb 10, 2020 - Feb 18, 2020	-2.59% Jan 12, 2026 - Jan 27, 2026