IBDZ vs OUSM
Comparison between ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ, ETF) and ALPS | O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES (OUSM, ETF).
IBDZ vs OUSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBDZ
$878M
OUSM
$878M
Expense Ratio
Winner
IBDZ
0.10%
OUSM
0.48%
Max Drawdown
Winner
IBDZ
7.08%
OUSM
40.05%
Sharpe Ratio
IBDZ
0.10
Winner
OUSM
0.69
5Y Beta
Winner
IBDZ
0.10
OUSM
0.71
P/E Ratio
IBDZ
N/A
OUSM
16.56
Forward P/E
IBDZ
N/A
OUSM
13.58
PEG Ratio
IBDZ
N/A
OUSM
0.14
5Y Dividends CAGR
IBDZ
N/A
OUSM
13.02%
5Y EPS CAGR
IBDZ
N/A
OUSM
13.37%
Debt to Equity
IBDZ
N/A
OUSM
-21.19%
P/S Ratio
IBDZ
N/A
OUSM
1.36
P/B Ratio
IBDZ
N/A
OUSM
2.64
IBDZ vs OUSM - Historical Returns
Returns include dividend reinvestment.
1M
IBDZ
-0.52%
Winner
OUSM
+2.49%
3M
IBDZ
-0.74%
Winner
OUSM
+3.69%
6M
IBDZ
-0.33%
Winner
OUSM
+5.98%
1Y
IBDZ
+3.87%
Winner
OUSM
+13.18%
5Y(CAGR)
IBDZ
N/A
OUSM
+8.50%
10Y(CAGR)
IBDZ
N/A
OUSM
+9.29%
Max(CAGR)
IBDZ
+5.91%
Winner
OUSM
+9.29%
IBDZ vs OUSM - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | IBDZ | OUSM |
|---|---|---|
| 2026 | -0.18% | +10.48% |
| 2025 | +8.70% | +2.83% |
| 2024 | +4.24% | +13.77% |
| 2023 | N/A | +17.87% |
| 2022 | N/A | -7.79% |
| 2021 | N/A | +22.84% |
| 2020 | N/A | +7.71% |
| 2019 | N/A | +28.03% |
| 2018 | N/A | -11.00% |
| 2017 | N/A | +10.41% |
| 2016 | N/A | +0.00% |
IBDZ vs OUSM Drawdown Comparison
The maximum drawdown for IBDZ was -5.56%, occurring on Jan 13, 2025. Recovery took 191 trading sessions.
The maximum drawdown for OUSM was -39.83%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current IBDZ drawdown is -1.81%. The current OUSM drawdown is -1.10%.
| Rank | IBDZ | OUSM |
|---|---|---|
| #1 | -5.56% Sep 16, 2024 - Jun 23, 2025 | -39.83% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -3.04% Feb 27, 2026 - Mar 27, 2026 | -22.47% Sep 14, 2018 - Oct 28, 2019 |
| #3 | -1.41% Jun 24, 2024 - Jul 5, 2024 | -19.44% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -1.40% Oct 27, 2025 - Nov 25, 2025 | -19.05% Jan 4, 2022 - Feb 1, 2023 |
| #5 | -1.36% Jul 1, 2025 - Jul 29, 2025 | -11.01% Jul 19, 2023 - Dec 11, 2023 |
| #6 | -1.36% Aug 5, 2024 - Aug 14, 2024 | -10.32% Feb 2, 2023 - Jul 13, 2023 |
| #7 | -1.27% Jul 16, 2024 - Jul 31, 2024 | -9.21% Feb 11, 2026 - Jun 16, 2026 |
| #8 | -1.06% Jun 6, 2024 - Jun 13, 2024 | -8.85% Jan 23, 2018 - Jun 5, 2018 |
| #9 | -1.04% Nov 26, 2025 - Jan 14, 2026 | -7.36% Nov 12, 2021 - Jan 4, 2022 |
| #10 | -0.98% Jan 14, 2026 - Feb 6, 2026 | -7.07% Mar 28, 2024 - Jul 12, 2024 |
| #11 | -0.94% Sep 15, 2025 - Oct 15, 2025 | -5.96% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -0.90% May 24, 2024 - Jun 3, 2024 | -5.25% Sep 2, 2021 - Oct 21, 2021 |
| #13 | -0.77% Aug 23, 2024 - Sep 4, 2024 | -4.97% May 7, 2021 - Aug 3, 2021 |
| #14 | -0.65% Aug 13, 2025 - Aug 27, 2025 | -4.78% Jan 20, 2021 - Feb 8, 2021 |
| #15 | -0.58% Aug 21, 2024 - Aug 23, 2024 | -3.96% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between IBDZ and OUSM is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2017 - 2026)
IBDZ vs OUSM dividend yield comparison.
| Year | IBDZ | OUSM |
|---|---|---|
| 2026 | 2.44% | 0.96% |
| 2025 | 4.85% | 2.09% |
| 2024 | 2.50% | 1.62% |
| 2023 | 0.00% | 1.64% |
| 2022 | 0.00% | 1.98% |
| 2021 | 0.00% | 1.55% |
| 2020 | 0.00% | 2.02% |
| 2019 | 0.00% | 1.99% |
| 2018 | 0.00% | 2.63% |
| 2017 | 0.00% | 2.17% |
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