IBGK vs DVDN
Comparison between ISHARES IBONDS DEC 2054 TERM TREASURY ETF (IBGK, ETF) and KINGSBARN DIVIDEND OPPORTUNITY ETF (DVDN, ETF).
IBGK vs DVDN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBGK
$3.50M
DVDN
$3.50M
Expense Ratio
Winner
IBGK
0.07%
DVDN
1.65%
Max Drawdown
Winner
IBGK
18.70%
DVDN
48.15%
Sharpe Ratio
Winner
IBGK
-0.05
DVDN
-1.14
5Y Beta
Winner
IBGK
0.04
DVDN
0.63
P/E Ratio
IBGK
N/A
DVDN
-17.93
Forward P/E
IBGK
N/A
DVDN
6.77
PEG Ratio
IBGK
N/A
DVDN
-4.81
5Y EPS CAGR
IBGK
N/A
DVDN
-16.30%
Debt to Equity
IBGK
N/A
DVDN
106.78%
P/S Ratio
IBGK
N/A
DVDN
4.30
P/B Ratio
IBGK
N/A
DVDN
0.62
IBGK vs DVDN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBGK
-0.04%
DVDN
-6.38%
3M
Winner
IBGK
-2.98%
DVDN
-5.59%
6M
Winner
IBGK
-1.21%
DVDN
-14.25%
1Y
Winner
IBGK
+2.71%
DVDN
-17.05%
Max(CAGR)
Winner
IBGK
+0.09%
DVDN
-4.81%
IBGK vs DVDN - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBGK | DVDN |
|---|---|---|
| 2026 | -0.43% | -10.67% |
| 2025 | +3.76% | -16.84% |
| 2024 | -2.74% | +2.56% |
| 2023 | N/A | +14.92% |
IBGK vs DVDN Drawdown Comparison
The maximum drawdown for IBGK was -14.62%, occurring on May 21, 2025. This drawdown has not yet recovered.
The maximum drawdown for DVDN was -34.38%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current IBGK drawdown is -9.45%. The current DVDN drawdown is -31.47%.
| Rank | IBGK | DVDN |
|---|---|---|
| #1 | -14.62% Sep 16, 2024 - May 21, 2025 | -34.38% Jul 23, 2024 - Mar 20, 2026 |
| #2 | -4.61% Jun 14, 2024 - Jul 31, 2024 | -7.85% Jan 29, 2024 - Jul 10, 2024 |
| #3 | -3.60% Aug 5, 2024 - Aug 21, 2024 | -4.22% Dec 27, 2023 - Jan 29, 2024 |
| #4 | -2.23% Aug 21, 2024 - Sep 4, 2024 | -2.49% Dec 14, 2023 - Dec 26, 2023 |
| #5 | -0.53% Sep 10, 2024 - Sep 16, 2024 | -2.15% Dec 4, 2023 - Dec 13, 2023 |
| #6 | -0.07% Sep 5, 2024 - Sep 9, 2024 | -1.95% Jul 17, 2024 - Jul 23, 2024 |
| #7 | N/A | -1.68% Nov 3, 2023 - Nov 14, 2023 |
| #8 | N/A | -1.13% Nov 20, 2023 - Nov 29, 2023 |
| #9 | N/A | -0.93% Nov 15, 2023 - Nov 17, 2023 |
Correlation
Correlation between IBGK and DVDN is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.
0.18
-101
Dividend Comparison (2023 - 2026)
IBGK vs DVDN dividend yield comparison.
| Year | IBGK | DVDN |
|---|---|---|
| 2026 | 1.97% | 3.34% |
| 2025 | 4.59% | 17.27% |
| 2024 | 3.15% | 14.43% |
| 2023 | 0.00% | 2.74% |
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