IBDZ vs SAMT
Comparison between ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ, ETF) and STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF (SAMT, ETF).
IBDZ vs SAMT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBDZ
$878M
SAMT
$877M
Expense Ratio
Winner
IBDZ
0.10%
SAMT
0.66%
Max Drawdown
Winner
IBDZ
7.08%
SAMT
21.14%
Sharpe Ratio
IBDZ
0.10
Winner
SAMT
1.07
5Y Beta
Winner
IBDZ
0.10
SAMT
0.81
P/E Ratio
IBDZ
N/A
SAMT
56.04
Forward P/E
IBDZ
N/A
SAMT
23.95
PEG Ratio
IBDZ
N/A
SAMT
0.83
5Y EPS CAGR
IBDZ
N/A
SAMT
11.78%
Debt to Equity
IBDZ
N/A
SAMT
128.82%
P/S Ratio
IBDZ
N/A
SAMT
2.44
P/B Ratio
IBDZ
N/A
SAMT
5.18
IBDZ vs SAMT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBDZ
-0.52%
SAMT
-5.31%
3M
IBDZ
-0.74%
Winner
SAMT
+2.81%
6M
IBDZ
-0.33%
Winner
SAMT
+6.57%
1Y
IBDZ
+3.87%
Winner
SAMT
+25.71%
5Y(CAGR)
IBDZ
N/A
SAMT
+14.47%
Max(CAGR)
IBDZ
+5.91%
Winner
SAMT
+14.47%
IBDZ vs SAMT - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IBDZ | SAMT |
|---|---|---|
| 2026 | -0.18% | +12.28% |
| 2025 | +8.70% | +33.08% |
| 2024 | +4.24% | +28.88% |
| 2023 | N/A | +2.36% |
| 2022 | N/A | -6.58% |
IBDZ vs SAMT Drawdown Comparison
The maximum drawdown for IBDZ was -5.56%, occurring on Jan 13, 2025. Recovery took 191 trading sessions.
The maximum drawdown for SAMT was -20.56%, occurring on Mar 23, 2023. Recovery took 558 trading sessions.
The current IBDZ drawdown is -1.81%. The current SAMT drawdown is -8.36%.
| Rank | IBDZ | SAMT |
|---|---|---|
| #1 | -5.56% Sep 16, 2024 - Jun 23, 2025 | -20.56% Mar 29, 2022 - Jun 18, 2024 |
| #2 | -3.04% Feb 27, 2026 - Mar 27, 2026 | -18.27% Feb 10, 2025 - Jun 18, 2025 |
| #3 | -1.41% Jun 24, 2024 - Jul 5, 2024 | -8.81% Jun 30, 2026 - Jul 20, 2026 |
| #4 | -1.40% Oct 27, 2025 - Nov 25, 2025 | -8.15% Oct 14, 2025 - Dec 22, 2025 |
| #5 | -1.36% Jul 1, 2025 - Jul 29, 2025 | -8.01% Feb 16, 2022 - Mar 29, 2022 |
| #6 | -1.36% Aug 5, 2024 - Aug 14, 2024 | -7.73% Jan 16, 2026 - Apr 13, 2026 |
| #7 | -1.27% Jul 16, 2024 - Jul 31, 2024 | -6.89% Jul 16, 2024 - Aug 23, 2024 |
| #8 | -1.06% Jun 6, 2024 - Jun 13, 2024 | -5.92% Nov 29, 2024 - Jan 21, 2025 |
| #9 | -1.04% Nov 26, 2025 - Jan 14, 2026 | -4.98% Jun 4, 2026 - Jun 29, 2026 |
| #10 | -0.98% Jan 14, 2026 - Feb 6, 2026 | -4.83% Jan 24, 2025 - Feb 4, 2025 |
| #11 | -0.94% Sep 15, 2025 - Oct 15, 2025 | -3.65% May 14, 2026 - May 27, 2026 |
| #12 | -0.90% May 24, 2024 - Jun 3, 2024 | -3.44% Aug 12, 2025 - Sep 11, 2025 |
| #13 | -0.77% Aug 23, 2024 - Sep 4, 2024 | -3.38% May 6, 2026 - May 11, 2026 |
| #14 | -0.65% Aug 13, 2025 - Aug 27, 2025 | -3.24% Aug 30, 2024 - Sep 13, 2024 |
| #15 | -0.58% Aug 21, 2024 - Aug 23, 2024 | -2.59% Oct 18, 2024 - Nov 6, 2024 |
Correlation
Correlation between IBDZ and SAMT is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2022 - 2026)
IBDZ vs SAMT dividend yield comparison.
| Year | IBDZ | SAMT |
|---|---|---|
| 2026 | 2.44% | 0.00% |
| 2025 | 4.85% | 0.70% |
| 2024 | 2.50% | 1.40% |
| 2023 | 0.00% | 1.49% |
| 2022 | 0.00% | 0.73% |
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