IBGK vs ORO
Comparison between ISHARES IBONDS DEC 2054 TERM TREASURY ETF (IBGK, ETF) and Arrow Valtoro ETF (ORO, ETF).
IBGK vs ORO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBGK
$3.50M
ORO
$3.50M
Expense Ratio
Winner
IBGK
0.07%
ORO
1.25%
Max Drawdown
IBGK
18.70%
Winner
ORO
12.46%
Sharpe Ratio
Winner
IBGK
-0.05
ORO
-0.31
5Y Beta
Winner
IBGK
0.04
ORO
0.81
IBGK vs ORO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBGK
-0.04%
ORO
-7.07%
3M
IBGK
-2.98%
Winner
ORO
-0.45%
6M
IBGK
-1.21%
Winner
ORO
+6.49%
1Y
IBGK
+2.71%
ORO
N/A
Max(CAGR)
Winner
IBGK
+0.09%
ORO
-6.15%
IBGK vs ORO - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IBGK | ORO |
|---|---|---|
| 2026 | -0.43% | +4.19% |
| 2025 | +3.76% | -8.96% |
| 2024 | -2.74% | N/A |
IBGK vs ORO 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 ORO was -12.46%, occurring on Nov 4, 2025. Recovery took 126 trading sessions.
The current IBGK drawdown is -9.45%. The current ORO drawdown is -7.97%.
| Rank | IBGK | ORO |
|---|---|---|
| #1 | -14.62% Sep 16, 2024 - May 21, 2025 | -12.46% Oct 20, 2025 - Apr 22, 2026 |
| #2 | -4.61% Jun 14, 2024 - Jul 31, 2024 | -7.97% May 11, 2026 - Jun 5, 2026 |
| #3 | -3.60% Aug 5, 2024 - Aug 21, 2024 | -3.53% Apr 22, 2026 - May 5, 2026 |
| #4 | -2.23% Aug 21, 2024 - Sep 4, 2024 | -1.33% May 6, 2026 - May 11, 2026 |
| #5 | -0.53% Sep 10, 2024 - Sep 16, 2024 | N/A |
| #6 | -0.07% Sep 5, 2024 - Sep 9, 2024 | N/A |
Correlation
Correlation between IBGK and ORO is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.34
-101
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