IBDZ vs DSPY
Comparison between ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ, ETF) and Tema ETF Trust S&P 500 Historical Weight ETF Strategy (DSPY, ETF).
IBDZ vs DSPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBDZ
$890M
DSPY
$888M
Expense Ratio
Winner
IBDZ
0.10%
DSPY
0.18%
Max Drawdown
Winner
IBDZ
7.08%
DSPY
12.15%
Sharpe Ratio
IBDZ
0.50
Winner
DSPY
1.68
5Y Beta
Winner
IBDZ
0.10
DSPY
0.90
P/E Ratio
IBDZ
N/A
DSPY
27.69
Forward P/E
IBDZ
N/A
DSPY
20.30
5Y EPS CAGR
IBDZ
N/A
DSPY
23.33%
Debt to Equity
IBDZ
N/A
DSPY
42.59%
P/S Ratio
IBDZ
N/A
DSPY
3.04
P/B Ratio
IBDZ
N/A
DSPY
4.77
IBDZ vs DSPY - Historical Returns
Returns include dividend reinvestment.
1M
IBDZ
+1.07%
Winner
DSPY
+4.03%
3M
IBDZ
+0.98%
Winner
DSPY
+13.18%
6M
IBDZ
+1.06%
Winner
DSPY
+13.21%
1Y
IBDZ
+6.29%
Winner
DSPY
+26.75%
Max(CAGR)
IBDZ
+6.59%
Winner
DSPY
+27.47%
IBDZ vs DSPY - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IBDZ | DSPY |
|---|---|---|
| 2026 | +0.57% | +12.84% |
| 2025 | +8.70% | +18.46% |
| 2024 | +4.24% | N/A |
IBDZ vs DSPY Drawdown Comparison
The maximum drawdown for IBDZ was -5.56%, occurring on Jan 13, 2025. Recovery took 191 trading sessions.
The maximum drawdown for DSPY was -12.15%, occurring on Apr 8, 2025. Recovery took 27 trading sessions.
The current IBDZ drawdown is -1.07%.
| Rank | IBDZ | DSPY |
|---|---|---|
| #1 | -5.56% Sep 16, 2024 - Jun 23, 2025 | -12.15% Apr 2, 2025 - May 12, 2025 |
| #2 | -3.04% Feb 27, 2026 - Mar 27, 2026 | -7.55% Feb 25, 2026 - Apr 14, 2026 |
| #3 | -1.41% Jun 24, 2024 - Jul 5, 2024 | -4.84% Oct 27, 2025 - Dec 10, 2025 |
| #4 | -1.40% Oct 27, 2025 - Nov 25, 2025 | -3.43% Jun 2, 2026 - Jun 15, 2026 |
| #5 | -1.36% Jul 1, 2025 - Jul 29, 2025 | -2.76% Oct 8, 2025 - Oct 24, 2025 |
| #6 | -1.36% Aug 5, 2024 - Aug 14, 2024 | -2.61% May 19, 2025 - Jun 6, 2025 |
| #7 | -1.27% Jul 16, 2024 - Jul 31, 2024 | -2.56% Jul 25, 2025 - Aug 13, 2025 |
| #8 | -1.06% Jun 6, 2024 - Jun 13, 2024 | -2.10% Dec 11, 2025 - Dec 23, 2025 |
| #9 | -1.04% Nov 26, 2025 - Jan 14, 2026 | -1.98% Feb 2, 2026 - Feb 6, 2026 |
| #10 | -0.98% Jan 14, 2026 - Feb 6, 2026 | -1.87% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -0.94% Sep 15, 2025 - Oct 15, 2025 | -1.74% May 14, 2026 - May 22, 2026 |
| #12 | -0.90% May 24, 2024 - Jun 3, 2024 | -1.45% Feb 11, 2026 - Feb 25, 2026 |
| #13 | -0.77% Aug 23, 2024 - Sep 4, 2024 | -1.31% Aug 28, 2025 - Sep 9, 2025 |
| #14 | -0.65% Aug 13, 2025 - Aug 27, 2025 | -1.18% Sep 22, 2025 - Sep 30, 2025 |
| #15 | -0.58% Aug 21, 2024 - Aug 23, 2024 | -1.17% Dec 24, 2025 - Jan 6, 2026 |
Correlation
Correlation between IBDZ and DSPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2024 - 2026)
IBDZ vs DSPY dividend yield comparison.
| Year | IBDZ | DSPY |
|---|---|---|
| 2026 | 2.00% | 0.10% |
| 2025 | 4.85% | 0.72% |
| 2024 | 2.50% | 0.00% |
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