IBGK vs NVIR
Comparison between ISHARES IBONDS DEC 2054 TERM TREASURY ETF (IBGK, ETF) and HORIZON KINETICS ENERGY AND REMEDIATION ETF (NVIR, ETF).
IBGK vs NVIR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBGK
$5.80M
NVIR
$5.80M
Expense Ratio
Winner
IBGK
0.07%
NVIR
0.85%
Max Drawdown
Winner
IBGK
18.70%
NVIR
23.63%
Sharpe Ratio
IBGK
-0.31
Winner
NVIR
1.59
5Y Beta
Winner
IBGK
0.04
NVIR
0.73
P/E Ratio
IBGK
N/A
NVIR
30.18
Forward P/E
IBGK
N/A
NVIR
15.96
PEG Ratio
IBGK
N/A
NVIR
0.06
Debt to Equity
IBGK
N/A
NVIR
74.33%
P/S Ratio
IBGK
N/A
NVIR
2.79
P/B Ratio
IBGK
N/A
NVIR
3.12
IBGK vs NVIR - Historical Returns
Returns include dividend reinvestment.
1M
IBGK
-4.16%
Winner
NVIR
+5.36%
3M
IBGK
-2.63%
Winner
NVIR
-0.78%
6M
IBGK
-2.88%
Winner
NVIR
+10.39%
1Y
IBGK
+1.52%
Winner
NVIR
+31.27%
Max(CAGR)
IBGK
-0.68%
Winner
NVIR
+16.14%
IBGK vs NVIR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBGK | NVIR |
|---|---|---|
| 2026 | -2.02% | +19.48% |
| 2025 | +3.76% | +8.54% |
| 2024 | -2.74% | +17.58% |
| 2023 | N/A | +6.91% |
IBGK vs NVIR 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 NVIR was -22.48%, occurring on Apr 8, 2025. Recovery took 240 trading sessions.
The current IBGK drawdown is -10.89%. The current NVIR drawdown is -4.14%.
| Rank | IBGK | NVIR |
|---|---|---|
| #1 | -14.62% Sep 16, 2024 - May 21, 2025 | -22.48% Nov 22, 2024 - Nov 10, 2025 |
| #2 | -4.61% Jun 14, 2024 - Jul 31, 2024 | -13.07% Mar 3, 2023 - Jul 11, 2023 |
| #3 | -3.60% Aug 5, 2024 - Aug 21, 2024 | -9.79% Sep 12, 2023 - Mar 19, 2024 |
| #4 | -2.23% Aug 21, 2024 - Sep 4, 2024 | -9.09% Mar 27, 2026 - Jun 18, 2026 |
| #5 | -0.53% Sep 10, 2024 - Sep 16, 2024 | -7.07% Jul 31, 2024 - Sep 24, 2024 |
| #6 | -0.07% Sep 5, 2024 - Sep 9, 2024 | -5.00% Dec 5, 2025 - Jan 13, 2026 |
| #7 | N/A | -4.89% Apr 5, 2024 - May 17, 2024 |
| #8 | N/A | -4.64% Oct 11, 2024 - Nov 6, 2024 |
| #9 | N/A | -4.43% May 20, 2024 - Jul 15, 2024 |
| #10 | N/A | -3.74% Nov 11, 2025 - Dec 3, 2025 |
| #11 | N/A | -3.45% Sep 24, 2024 - Oct 2, 2024 |
| #12 | N/A | -2.94% Jul 16, 2024 - Jul 31, 2024 |
| #13 | N/A | -2.40% Mar 2, 2026 - Mar 19, 2026 |
| #14 | N/A | -2.32% Aug 9, 2023 - Aug 30, 2023 |
| #15 | N/A | -2.22% Jul 13, 2023 - Jul 20, 2023 |
Correlation
Correlation between IBGK and NVIR is 0.01 which considered as a very weak or no correlation - the stocks move independently of each other.
0.01
-101
Dividend Comparison (2023 - 2026)
IBGK vs NVIR dividend yield comparison.
| Year | IBGK | NVIR |
|---|---|---|
| 2026 | 2.35% | 0.00% |
| 2025 | 4.59% | 0.92% |
| 2024 | 3.15% | 1.50% |
| 2023 | 0.00% | 1.34% |
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