IBGA vs GIAX
Comparison between ISHARES IBONDS DEC 2044 TERM TREASURY ETF (IBGA, ETF) and NICHOLAS GLOBAL EQUITY AND INCOME ETF (GIAX, ETF).
IBGA vs GIAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBGA
$102M
GIAX
$102M
Expense Ratio
Winner
IBGA
0.07%
GIAX
1.03%
Max Drawdown
Winner
IBGA
14.76%
GIAX
34.06%
Sharpe Ratio
IBGA
-0.42
Winner
GIAX
0.63
5Y Beta
Winner
IBGA
0.07
GIAX
1.12
P/E Ratio
IBGA
N/A
GIAX
44.45
Forward P/E
IBGA
N/A
GIAX
21.69
PEG Ratio
IBGA
N/A
GIAX
0.19
5Y EPS CAGR
IBGA
N/A
GIAX
41.05%
P/S Ratio
IBGA
N/A
GIAX
2.99
P/B Ratio
IBGA
N/A
GIAX
9.57
IBGA vs GIAX - Historical Returns
Returns include dividend reinvestment.
1M
IBGA
-0.90%
Winner
GIAX
+3.36%
3M
IBGA
-0.72%
Winner
GIAX
-0.44%
6M
IBGA
-4.81%
Winner
GIAX
+15.50%
1Y
IBGA
+0.65%
Winner
GIAX
+18.29%
Max(CAGR)
IBGA
+0.94%
Winner
GIAX
+14.65%
IBGA vs GIAX - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IBGA | GIAX |
|---|---|---|
| 2026 | -2.33% | +13.51% |
| 2025 | +5.72% | +11.29% |
| 2024 | -1.41% | +3.75% |
IBGA vs GIAX 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 GIAX was -20.35%, occurring on Apr 8, 2025. Recovery took 81 trading sessions.
The current IBGA drawdown is -6.61%. The current GIAX drawdown is -9.13%.
| Rank | IBGA | GIAX |
|---|---|---|
| #1 | -11.68% Sep 16, 2024 - Jan 14, 2025 | -20.35% Feb 19, 2025 - Jun 16, 2025 |
| #2 | -3.64% Jun 25, 2024 - Jul 16, 2024 | -19.60% Jun 2, 2026 - Jul 29, 2026 |
| #3 | -2.83% Aug 5, 2024 - Aug 21, 2024 | -17.58% Jan 12, 2026 - Apr 17, 2026 |
| #4 | -2.03% Jul 17, 2024 - Jul 31, 2024 | -6.62% Dec 10, 2025 - Jan 12, 2026 |
| #5 | -1.77% Aug 21, 2024 - Sep 4, 2024 | -6.55% Oct 31, 2025 - Dec 4, 2025 |
| #6 | -0.72% Jun 14, 2024 - Jun 18, 2024 | -6.37% Jul 31, 2024 - Aug 19, 2024 |
| #7 | -0.53% Sep 10, 2024 - Sep 16, 2024 | -4.97% May 14, 2026 - May 26, 2026 |
| #8 | -0.49% Jun 18, 2024 - Jun 25, 2024 | -4.91% Dec 16, 2024 - Feb 14, 2025 |
| #9 | N/A | -3.49% Aug 30, 2024 - Sep 13, 2024 |
| #10 | N/A | -3.23% Apr 24, 2026 - May 4, 2026 |
| #11 | N/A | -3.15% Oct 8, 2025 - Oct 29, 2025 |
| #12 | N/A | -2.29% Nov 11, 2024 - Nov 25, 2024 |
| #13 | N/A | -2.07% Aug 13, 2025 - Sep 10, 2025 |
| #14 | N/A | -1.88% Jul 28, 2025 - Aug 6, 2025 |
| #15 | N/A | -1.82% Sep 26, 2024 - Oct 14, 2024 |
Correlation
Correlation between IBGA and GIAX is 0.23 which considered as a very weak or no correlation - the stocks move independently of each other.
0.23
-101
Dividend Comparison (2024 - 2026)
IBGA vs GIAX dividend yield comparison.
| Year | IBGA | GIAX |
|---|---|---|
| 2026 | 2.79% | 15.78% |
| 2025 | 4.49% | 25.62% |
| 2024 | 2.03% | 10.58% |
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