IBGA vs EVX

Comparison between ISHARES IBONDS DEC 2044 TERM TREASURY ETF (IBGA, ETF) and VANECK ENVIRONMENTAL SERVICES ETF (EVX, ETF).

IBGA vs EVX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBGA(ETF)	EVX(ETF)
Net Assets	$101M	$101M
Expense Ratio	0.07%	0.55%
Max Drawdown	13.71%	56.40%
Sharpe Ratio	-0.03	0.15
5Y Beta	0.05	0.64
P/E Ratio	N/A	34.25
Forward P/E	N/A	24.95
PEG Ratio	N/A	1.18
5Y Dividends CAGR	N/A	7.83%
5Y EPS CAGR	N/A	21.52%
Debt to Equity	N/A	37.04%
P/S Ratio	N/A	2.81
P/B Ratio	N/A	4.77

Net Assets

Winner

IBGA

$101M

EVX

$101M

Expense Ratio

Winner

IBGA

0.07%

EVX

0.55%

Max Drawdown

Winner

IBGA

13.71%

EVX

56.40%

Sharpe Ratio

IBGA

-0.03

Winner

EVX

0.15

5Y Beta

Winner

IBGA

0.05

EVX

0.64

P/E Ratio

IBGA

N/A

EVX

34.25

Forward P/E

IBGA

N/A

EVX

24.95

PEG Ratio

IBGA

N/A

EVX

1.18

5Y Dividends CAGR

IBGA

N/A

EVX

7.83%

5Y EPS CAGR

IBGA

N/A

EVX

21.52%

Debt to Equity

IBGA

N/A

EVX

37.04%

P/S Ratio

IBGA

N/A

EVX

2.81

P/B Ratio

IBGA

N/A

EVX

4.77

IBGA vs EVX - Historical Returns

Returns include dividend reinvestment.

Period	IBGA	EVX
1 month	-1.81%	+1.67%
3 months	-1.88%	+2.35%
6 months	-1.58%	+0.08%
1 year	+2.46%	+5.80%
5 years(CAGR)	N/A	+7.80%
10 years(CAGR)	N/A	+11.81%
Max(CAGR)	+1.41%	+9.23%

IBGA

-1.81%

Winner

EVX

+1.67%

IBGA

-1.88%

Winner

EVX

+2.35%

IBGA

-1.58%

Winner

EVX

+0.08%

IBGA

+2.46%

Winner

EVX

+5.80%

5Y(CAGR)

IBGA

N/A

EVX

+7.80%

10Y(CAGR)

IBGA

N/A

EVX

+11.81%

Max(CAGR)

IBGA

+1.41%

Winner

EVX

+9.23%

IBGA vs EVX - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	IBGA	EVX
2026	-1.44%	+5.05%
2025	+5.72%	+12.05%
2024	-1.41%	+14.41%
2023	N/A	+13.51%
2022	N/A	-10.07%
2021	N/A	+29.10%
2020	N/A	+12.80%
2019	N/A	+28.90%
2018	N/A	-3.82%
2017	N/A	+16.29%
2016	N/A	+32.99%
2015	N/A	-9.46%
2014	N/A	+5.25%
2013	N/A	+27.35%
2012	N/A	+9.48%
2011	N/A	-9.48%
2010	N/A	+19.58%
2009	N/A	+19.55%
2008	N/A	-30.25%
2007	N/A	+18.10%
2006	N/A	+8.36%

IBGA vs EVX Drawdown Comparison

The maximum drawdown for IBGA was -11.68%, occurring on Jan 14, 2025. This drawdown has not yet recovered.

The maximum drawdown for EVX was -55.91%, occurring on Mar 9, 2009. Recovery took 1170 trading sessions.

The current IBGA drawdown is -5.76%. The current EVX drawdown is -4.43%.

Rank	IBGA	EVX
#1	-11.68% Sep 16, 2024 - Jan 14, 2025	-55.91% Jun 5, 2008 - Jan 29, 2013
#2	-3.64% Jun 25, 2024 - Jul 16, 2024	-41.01% Feb 20, 2020 - Nov 9, 2020
#3	-2.83% Aug 5, 2024 - Aug 21, 2024	-21.45% Nov 17, 2021 - Jun 29, 2023
#4	-2.03% Jul 17, 2024 - Jul 31, 2024	-20.73% Sep 17, 2018 - Apr 23, 2019
#5	-1.77% Aug 21, 2024 - Sep 4, 2024	-19.70% Jul 1, 2014 - Jun 7, 2016
#6	-0.72% Jun 14, 2024 - Jun 18, 2024	-19.33% Jul 24, 2023 - Mar 19, 2024
#7	-0.53% Sep 10, 2024 - Sep 16, 2024	-18.15% Oct 29, 2007 - May 29, 2008
#8	-0.49% Jun 18, 2024 - Jun 25, 2024	-16.50% Nov 29, 2024 - Jun 17, 2025
#9	N/A	-12.18% Jul 13, 2007 - Oct 1, 2007
#10	N/A	-10.85% Feb 11, 2026 - Mar 27, 2026
#11	N/A	-9.01% Jan 26, 2018 - May 14, 2018
#12	N/A	-8.86% Aug 27, 2025 - Jan 15, 2026
#13	N/A	-8.33% May 22, 2013 - Jul 18, 2013
#14	N/A	-7.83% Feb 7, 2007 - Apr 3, 2007
#15	N/A	-7.78% Dec 31, 2013 - Mar 6, 2014

Correlation

Correlation between IBGA and EVX is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53

-101

Dividend Comparison (2006 - 2026)

IBGA vs EVX dividend yield comparison.

Year	IBGA	EVX
2026	2.35%	0.00%
2025	4.49%	0.19%
2024	2.03%	0.46%
2023	0.00%	0.95%
2022	0.00%	0.41%
2021	0.00%	0.24%
2020	0.00%	0.32%
2019	0.00%	0.38%
2018	0.00%	0.38%
2017	0.00%	0.89%
2016	0.00%	0.70%
2015	0.00%	1.16%
2014	0.00%	1.58%
2013	0.00%	1.15%
2012	0.00%	1.55%
2011	0.00%	1.33%
2010	0.00%	0.97%
2009	0.00%	0.88%
2008	0.00%	1.04%
2007	0.00%	1.04%
2006	0.00%	0.11%