IBDW vs KOMP

Comparison between ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF) and STATE STREET(R) SPDR(R) S&P KENSHO NEW ECONOMIES COMPOSITE ETF (KOMP, ETF).

5-Year PerformanceKOMP has outperformed IBDW, delivering a return of +3.8% compared to +0.1%

IBDW vs KOMP - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	IBDW(ETF)	KOMP(ETF)
Net Assets	$2.50B	$2.60B
Expense Ratio	0.10%	0.20%
Max Drawdown	26.72%	51.83%
Sharpe Ratio	-0.38	0.83
5Y Beta	0.07	1.30
P/E Ratio	N/A	-5.58
Forward P/E	N/A	18.97
5Y Dividends CAGR	81.64%	10.79%
P/S Ratio	N/A	0.05
P/B Ratio	N/A	2.80

Net Assets

IBDW

$2.50B

Winner

KOMP

$2.60B

Expense Ratio

Winner

IBDW

0.10%

KOMP

0.20%

Max Drawdown

Winner

IBDW

26.72%

KOMP

51.83%

Sharpe Ratio

IBDW

-0.38

Winner

KOMP

0.83

5Y Beta

Winner

IBDW

0.07

KOMP

1.30

P/E Ratio

IBDW

N/A

KOMP

-5.58

Forward P/E

IBDW

N/A

KOMP

18.97

5Y Dividends CAGR

Winner

IBDW

81.64%

KOMP

10.79%

P/S Ratio

IBDW

N/A

KOMP

0.05

P/B Ratio

IBDW

N/A

KOMP

2.80

IBDW vs KOMP - Historical Returns

Returns include dividend reinvestment.

Period	IBDW	KOMP
1 month	+0.11%	+3.07%
3 months	+0.34%	+0.16%
6 months	-0.93%	+10.11%
1 year	+2.78%	+24.55%
5 years(CAGR)	+0.10%	+3.79%
Max(CAGR)	+0.43%	+12.78%

IBDW

+0.11%

Winner

KOMP

+3.07%

Winner

IBDW

+0.34%

KOMP

+0.16%

IBDW

-0.93%

Winner

KOMP

+10.11%

IBDW

+2.78%

Winner

KOMP

+24.55%

5Y(CAGR)

IBDW

+0.10%

Winner

KOMP

+3.79%

Max(CAGR)

IBDW

+0.43%

Winner

KOMP

+12.78%

IBDW vs KOMP - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	IBDW	KOMP
2026	+0.13%	+13.07%
2025	+8.86%	+19.35%
2024	+3.60%	+12.26%
2023	+8.47%	+20.61%
2022	-16.41%	-32.92%
2021	+0.36%	+4.52%
2020	N/A	+59.04%
2019	N/A	+36.33%
2018	N/A	-10.32%

IBDW vs KOMP Drawdown Comparison

The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.

The maximum drawdown for KOMP was -50.05%, occurring on Oct 27, 2023. Recovery took 1323 trading sessions.

The current IBDW drawdown is -1.17%. The current KOMP drawdown is -7.89%.

Rank	IBDW	KOMP
#1	-23.88% Aug 3, 2021 - Feb 5, 2026	-50.05% Feb 16, 2021 - May 22, 2026
#2	-2.42% Feb 23, 2026 - Mar 26, 2026	-38.35% Feb 19, 2020 - Jul 15, 2020
#3	-0.79% Jul 8, 2021 - Jul 19, 2021	-18.99% Nov 8, 2018 - Feb 14, 2019
#4	-0.59% Jul 19, 2021 - Jul 28, 2021	-15.57% Jun 2, 2026 - Jul 29, 2026
#5	-0.19% Jul 28, 2021 - Aug 2, 2021	-8.01% Sep 2, 2020 - Oct 5, 2020
#6	-0.19% Jun 30, 2021 - Jul 2, 2021	-7.90% May 3, 2019 - Jun 20, 2019
#7	-0.17% Jun 24, 2021 - Jun 28, 2021	-7.11% Oct 12, 2020 - Nov 5, 2020
#8	-0.12% Feb 10, 2026 - Feb 12, 2026	-6.83% Jul 24, 2019 - Nov 8, 2019
#9	-0.07% Feb 17, 2026 - Feb 23, 2026	-5.92% Jan 26, 2021 - Feb 3, 2021
#10	N/A	-4.33% Jan 17, 2020 - Feb 6, 2020
#11	N/A	-4.13% Feb 25, 2019 - Apr 3, 2019
#12	N/A	-4.08% Oct 23, 2018 - Nov 1, 2018
#13	N/A	-2.85% Jan 14, 2021 - Jan 19, 2021
#14	N/A	-2.62% Dec 22, 2020 - Jan 5, 2021
#15	N/A	-2.53% Jul 22, 2020 - Aug 3, 2020