IBGC vs SIMS

Comparison between iShares iBonds Dec 2046 Term Treasury ETF (IBGC, ETF) and STATE STREET(R) SPDR(R) S&P KENSHO INTELLIGENT STRUCTURES ETF (SIMS, ETF).

IBGC vs SIMS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBGC(ETF)	SIMS(ETF)
Net Assets	$8.80M	$8.90M
Expense Ratio	0.07%	0.45%
Max Drawdown	4.67%	46.29%
Sharpe Ratio	-0.67	0.76
5Y Beta	0.24	1.16
P/E Ratio	N/A	-1260.56
Forward P/E	N/A	19.81
PEG Ratio	N/A	0.19
5Y Dividends CAGR	N/A	-7.92%
5Y EPS CAGR	N/A	10.65%
Debt to Equity	N/A	39.30%
P/S Ratio	N/A	1.88
P/B Ratio	N/A	3.07

Net Assets

IBGC

$8.80M

Winner

SIMS

$8.90M

Expense Ratio

Winner

IBGC

0.07%

SIMS

0.45%

Max Drawdown

Winner

IBGC

4.67%

SIMS

46.29%

Sharpe Ratio

IBGC

-0.67

Winner

SIMS

0.76

5Y Beta

Winner

IBGC

0.24

SIMS

1.16

P/E Ratio

IBGC

N/A

SIMS

-1260.56

Forward P/E

IBGC

N/A

SIMS

19.81

PEG Ratio

IBGC

N/A

SIMS

0.19

5Y Dividends CAGR

IBGC

N/A

SIMS

-7.92%

5Y EPS CAGR

IBGC

N/A

SIMS

10.65%

Debt to Equity

IBGC

N/A

SIMS

39.30%

P/S Ratio

IBGC

N/A

SIMS

1.88

P/B Ratio

IBGC

N/A

SIMS

3.07

IBGC vs SIMS - Historical Returns

Returns include dividend reinvestment.

Period	IBGC	SIMS
1 month	-2.00%	-4.97%
3 months	-2.01%	-0.82%
6 months	N/A	-0.32%
1 year	N/A	+21.31%
5 years(CAGR)	N/A	+0.41%
10 years(CAGR)	N/A	+5.80%
Max(CAGR)	-2.01%	+5.80%

Winner

IBGC

-2.00%

SIMS

-4.97%

IBGC

-2.01%

Winner

SIMS

-0.82%

IBGC

N/A

SIMS

-0.32%

IBGC

N/A

SIMS

+21.31%

5Y(CAGR)

IBGC

N/A

SIMS

+0.41%

10Y(CAGR)

IBGC

N/A

SIMS

+5.80%

Max(CAGR)

IBGC

-2.01%

Winner

SIMS

+5.80%

IBGC vs SIMS - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	IBGC	SIMS
2026	-0.65%	+4.57%
2025	N/A	+22.96%
2024	N/A	+1.45%
2023	N/A	+7.92%
2022	N/A	-27.78%
2021	N/A	+10.25%
2020	N/A	+28.92%
2019	N/A	+33.97%
2018	N/A	-18.44%
2017	N/A	+0.03%

IBGC vs SIMS Drawdown Comparison

The maximum drawdown for IBGC was -4.29%, occurring on May 19, 2026. Recovery took 49 trading sessions.

The maximum drawdown for SIMS was -43.97%, occurring on Apr 8, 2025. Recovery took 997 trading sessions.

The current IBGC drawdown is -3.57%. The current SIMS drawdown is -6.17%.

Rank	IBGC	SIMS
#1	-4.29% Apr 14, 2026 - Jun 24, 2026	-43.97% Nov 8, 2021 - Oct 29, 2025
#2	-3.57% Jun 29, 2026 - Jul 21, 2026	-40.66% Feb 12, 2020 - Aug 12, 2020
#3	-0.44% Apr 8, 2026 - Apr 14, 2026	-25.83% Sep 21, 2018 - Nov 1, 2019
#4	-0.36% Mar 26, 2026 - Mar 30, 2026	-15.79% Oct 29, 2025 - Jun 2, 2026
#5	-0.24% Mar 31, 2026 - Apr 2, 2026	-11.02% Jun 8, 2021 - Nov 3, 2021
#6	-0.20% Apr 2, 2026 - Apr 8, 2026	-10.32% Jan 29, 2018 - Aug 29, 2018
#7	-0.00% Jun 24, 2026 - Jun 26, 2026	-8.19% Sep 2, 2020 - Oct 7, 2020
#8	N/A	-7.94% Oct 12, 2020 - Nov 5, 2020
#9	N/A	-7.55% Feb 9, 2021 - Apr 5, 2021
#10	N/A	-7.25% Jan 14, 2021 - Feb 9, 2021
#11	N/A	-7.17% Jun 2, 2026 - Jun 10, 2026
#12	N/A	-7.10% Apr 28, 2021 - Jun 1, 2021
#13	N/A	-5.06% Jan 23, 2020 - Feb 12, 2020
#14	N/A	-3.12% Nov 5, 2019 - Dec 11, 2019
#15	N/A	-2.93% Dec 8, 2020 - Dec 17, 2020