IBGA vs HERD
Comparison between ISHARES IBONDS DEC 2044 TERM TREASURY ETF (IBGA, ETF) and PACER CASH COWS FUND OF FUNDS ETF (HERD, ETF).
IBGA vs HERD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBGA
$101M
HERD
$101M
Expense Ratio
Winner
IBGA
0.07%
HERD
0.74%
Max Drawdown
Winner
IBGA
13.71%
HERD
39.41%
Sharpe Ratio
IBGA
-0.03
Winner
HERD
1.57
5Y Beta
Winner
IBGA
0.05
HERD
0.76
5Y Dividends CAGR
IBGA
N/A
HERD
24.31%
IBGA vs HERD - Historical Returns
Returns include dividend reinvestment.
1M
IBGA
-1.81%
Winner
HERD
+3.38%
3M
IBGA
-1.88%
Winner
HERD
+2.55%
6M
IBGA
-1.58%
Winner
HERD
+7.57%
1Y
IBGA
+2.46%
Winner
HERD
+23.66%
5Y(CAGR)
IBGA
N/A
HERD
+9.73%
Max(CAGR)
IBGA
+1.41%
Winner
HERD
+12.52%
IBGA vs HERD - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IBGA | HERD |
|---|---|---|
| 2026 | -1.44% | +10.45% |
| 2025 | +5.72% | +18.85% |
| 2024 | -1.41% | +5.33% |
| 2023 | N/A | +21.01% |
| 2022 | N/A | -7.45% |
| 2021 | N/A | +28.52% |
| 2020 | N/A | +10.29% |
| 2019 | N/A | +7.37% |
IBGA vs HERD 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 HERD was -39.41%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.
The current IBGA drawdown is -5.76%. The current HERD drawdown is -1.38%.
| Rank | IBGA | HERD |
|---|---|---|
| #1 | -11.68% Sep 16, 2024 - Jan 14, 2025 | -39.41% Jan 17, 2020 - Nov 19, 2020 |
| #2 | -3.64% Jun 25, 2024 - Jul 16, 2024 | -21.59% Feb 10, 2022 - Jul 13, 2023 |
| #3 | -2.83% Aug 5, 2024 - Aug 21, 2024 | -18.90% Dec 2, 2024 - Jul 1, 2025 |
| #4 | -2.03% Jul 17, 2024 - Jul 31, 2024 | -7.52% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -1.77% Aug 21, 2024 - Sep 4, 2024 | -7.07% May 8, 2019 - Sep 17, 2019 |
| #6 | -0.72% Jun 14, 2024 - Jun 18, 2024 | -6.94% Jun 8, 2021 - Nov 4, 2021 |
| #7 | -0.53% Sep 10, 2024 - Sep 16, 2024 | -6.81% Jul 31, 2024 - Aug 23, 2024 |
| #8 | -0.49% Jun 18, 2024 - Jun 25, 2024 | -6.14% Dec 27, 2023 - Feb 27, 2024 |
| #9 | N/A | -5.80% Jan 12, 2022 - Feb 10, 2022 |
| #10 | N/A | -5.68% Nov 11, 2021 - Jan 4, 2022 |
| #11 | N/A | -5.68% Feb 27, 2026 - May 1, 2026 |
| #12 | N/A | -5.30% Mar 28, 2024 - Jul 16, 2024 |
| #13 | N/A | -4.85% Jun 1, 2026 - Jun 23, 2026 |
| #14 | N/A | -4.66% Aug 30, 2024 - Sep 18, 2024 |
| #15 | N/A | -4.63% Sep 17, 2019 - Oct 22, 2019 |
Correlation
Correlation between IBGA and HERD is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
Dividend Comparison (2019 - 2026)
IBGA vs HERD dividend yield comparison.
| Year | IBGA | HERD |
|---|---|---|
| 2026 | 2.35% | 0.00% |
| 2025 | 4.49% | 3.76% |
| 2024 | 2.03% | 2.43% |
| 2023 | 0.00% | 2.54% |
| 2022 | 0.00% | 2.50% |
| 2021 | 0.00% | 2.02% |
| 2020 | 0.00% | 1.95% |
| 2019 | 0.00% | 1.69% |
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