IBGA vs SOCL

Comparison between ISHARES IBONDS DEC 2044 TERM TREASURY ETF (IBGA, ETF) and GLOBAL X SOCIAL MEDIA ETF (SOCL, ETF).

IBGA vs SOCL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBGA(ETF)	SOCL(ETF)
Net Assets	$92M	$92M
Expense Ratio	0.07%	0.65%
Max Drawdown	13.71%	68.81%
Sharpe Ratio	0.01	-0.23
5Y Beta	0.05	1.06
P/E Ratio	N/A	32.39
Forward P/E	N/A	17.43
Debt to Equity	N/A	66.95%
P/S Ratio	N/A	1.11
P/B Ratio	N/A	3.06

Net Assets

Winner

IBGA

$92M

SOCL

$92M

Expense Ratio

Winner

IBGA

0.07%

SOCL

0.65%

Max Drawdown

Winner

IBGA

13.71%

SOCL

68.81%

Sharpe Ratio

Winner

IBGA

0.01

SOCL

-0.23

5Y Beta

Winner

IBGA

0.05

SOCL

1.06

P/E Ratio

IBGA

N/A

SOCL

32.39

Forward P/E

IBGA

N/A

SOCL

17.43

Debt to Equity

IBGA

N/A

SOCL

66.95%

P/S Ratio

IBGA

N/A

SOCL

1.11

P/B Ratio

IBGA

N/A

SOCL

3.06

IBGA vs SOCL - Historical Returns

Returns include dividend reinvestment.

Period	IBGA	SOCL
1 month	-0.24%	-1.85%
3 months	-2.79%	-2.22%
6 months	-1.00%	-18.14%
1 year	+3.61%	-5.05%
5 years(CAGR)	N/A	-6.98%
10 years(CAGR)	N/A	+8.98%
Max(CAGR)	+1.89%	+8.36%

Winner

IBGA

-0.24%

SOCL

-1.85%

IBGA

-2.79%

Winner

SOCL

-2.22%

Winner

IBGA

-1.00%

SOCL

-18.14%

Winner

IBGA

+3.61%

SOCL

-5.05%

5Y(CAGR)

IBGA

N/A

SOCL

-6.98%

10Y(CAGR)

IBGA

N/A

SOCL

+8.98%

Max(CAGR)

IBGA

+1.89%

Winner

SOCL

+8.36%

IBGA vs SOCL - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	IBGA	SOCL
2026	-0.70%	-19.09%
2025	+5.72%	+30.05%
2024	-1.41%	+7.13%
2023	N/A	+27.75%
2022	N/A	-42.44%
2021	N/A	-13.35%
2020	N/A	+73.88%
2019	N/A	+25.33%
2018	N/A	-19.07%
2017	N/A	+53.24%
2016	N/A	+12.22%
2015	N/A	+9.54%
2014	N/A	-15.16%
2013	N/A	+60.88%
2012	N/A	-1.80%
2011	N/A	-12.02%

IBGA vs SOCL 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 SOCL was -68.70%, occurring on Nov 3, 2022. This drawdown has not yet recovered.

The current IBGA drawdown is -5.05%. The current SOCL drawdown is -40.24%.

Rank	IBGA	SOCL
#1	-11.68% Sep 16, 2024 - Jan 14, 2025	-68.70% Feb 16, 2021 - Nov 3, 2022
#2	-3.64% Jun 25, 2024 - Jul 16, 2024	-34.99% Mar 12, 2018 - Jun 1, 2020
#3	-2.83% Aug 5, 2024 - Aug 21, 2024	-30.71% Mar 6, 2014 - Aug 9, 2016
#4	-2.03% Jul 17, 2024 - Jul 31, 2024	-25.94% Feb 13, 2012 - Jul 17, 2013
#5	-1.77% Aug 21, 2024 - Sep 4, 2024	-15.82% Oct 5, 2016 - Apr 25, 2017
#6	-0.72% Jun 14, 2024 - Jun 18, 2024	-15.58% Nov 15, 2011 - Feb 3, 2012
#7	-0.53% Sep 10, 2024 - Sep 16, 2024	-10.38% Oct 18, 2013 - Dec 10, 2013
#8	-0.49% Jun 18, 2024 - Jun 25, 2024	-9.15% Sep 2, 2020 - Oct 21, 2020
#9	N/A	-8.91% Jan 15, 2014 - Feb 18, 2014
#10	N/A	-7.70% Nov 24, 2017 - Jan 3, 2018
#11	N/A	-7.68% Sep 19, 2013 - Oct 18, 2013
#12	N/A	-6.58% Feb 1, 2018 - Feb 14, 2018
#13	N/A	-6.02% Nov 6, 2020 - Nov 25, 2020
#14	N/A	-5.58% Oct 29, 2020 - Nov 5, 2020
#15	N/A	-5.20% Jul 10, 2020 - Aug 3, 2020

Correlation

Correlation between IBGA and SOCL is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

0.28

-101

Dividend Comparison (2012 - 2026)

IBGA vs SOCL dividend yield comparison.

Year	IBGA	SOCL
2026	1.94%	0.00%
2025	4.49%	0.43%
2024	2.03%	0.25%
2023	0.00%	0.61%
2022	0.00%	0.39%
2017	0.00%	1.49%
2016	0.00%	0.18%
2015	0.00%	0.01%
2014	0.00%	0.05%
2013	0.00%	0.00%
2012	0.00%	0.84%