IBGL vs LYLD
Comparison between ISHARES IBONDS DEC 2055 TERM TREASURY ETF (IBGL, ETF) and CAMBRIA LARGECAP SHAREHOLDER YIELD ETF (LYLD, ETF).
IBGL vs LYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBGL
$6M
LYLD
$6M
Expense Ratio
Winner
IBGL
0.07%
LYLD
0.59%
Max Drawdown
Winner
IBGL
11.12%
LYLD
19.37%
Sharpe Ratio
IBGL
-0.06
Winner
LYLD
1.44
5Y Beta
Winner
IBGL
0.08
LYLD
0.68
P/E Ratio
IBGL
N/A
LYLD
17.84
Forward P/E
IBGL
N/A
LYLD
10.41
PEG Ratio
IBGL
N/A
LYLD
0.33
5Y EPS CAGR
IBGL
N/A
LYLD
11.99%
Debt to Equity
IBGL
N/A
LYLD
31.01%
P/S Ratio
IBGL
N/A
LYLD
1.05
P/B Ratio
IBGL
N/A
LYLD
1.87
IBGL vs LYLD - Historical Returns
Returns include dividend reinvestment.
1M
IBGL
-0.01%
Winner
LYLD
+0.80%
3M
IBGL
-2.98%
Winner
LYLD
+1.23%
6M
IBGL
-1.15%
Winner
LYLD
+9.85%
1Y
IBGL
+2.59%
Winner
LYLD
+21.84%
Max(CAGR)
IBGL
+0.44%
Winner
LYLD
+12.12%
IBGL vs LYLD - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IBGL | LYLD |
|---|---|---|
| 2026 | -0.36% | +7.94% |
| 2025 | +1.00% | +13.14% |
| 2024 | N/A | +1.20% |
IBGL vs LYLD Drawdown Comparison
The maximum drawdown for IBGL was -9.37%, occurring on May 21, 2025. Recovery took 137 trading sessions.
The maximum drawdown for LYLD was -18.64%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.
The current IBGL drawdown is -4.61%. The current LYLD drawdown is -1.43%.
| Rank | IBGL | LYLD |
|---|---|---|
| #1 | -9.37% Apr 4, 2025 - Oct 21, 2025 | -18.64% Nov 29, 2024 - Aug 22, 2025 |
| #2 | -7.23% Feb 27, 2026 - May 19, 2026 | -7.70% Feb 11, 2026 - Mar 20, 2026 |
| #3 | -4.63% Oct 22, 2025 - Feb 27, 2026 | -6.99% Jul 31, 2024 - Aug 23, 2024 |
| #4 | -0.32% Mar 26, 2025 - Mar 28, 2025 | -4.68% Aug 30, 2024 - Sep 19, 2024 |
| #5 | -0.08% Apr 1, 2025 - Apr 3, 2025 | -4.44% Oct 3, 2025 - Nov 28, 2025 |
| #6 | N/A | -4.31% Oct 17, 2024 - Nov 6, 2024 |
| #7 | N/A | -2.70% Jul 17, 2024 - Jul 26, 2024 |
| #8 | N/A | -2.04% Jan 15, 2026 - Feb 2, 2026 |
| #9 | N/A | -1.94% Nov 11, 2024 - Nov 22, 2024 |
| #10 | N/A | -1.58% Sep 11, 2025 - Sep 26, 2025 |
| #11 | N/A | -1.57% Dec 11, 2025 - Jan 5, 2026 |
| #12 | N/A | -1.21% Sep 24, 2024 - Sep 27, 2024 |
| #13 | N/A | -1.20% Oct 4, 2024 - Oct 11, 2024 |
| #14 | N/A | -1.15% Jan 6, 2026 - Jan 8, 2026 |
| #15 | N/A | -0.94% Oct 14, 2024 - Oct 17, 2024 |
Correlation
Correlation between IBGL and LYLD is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.34
-101
Dividend Comparison (2024 - 2026)
IBGL vs LYLD dividend yield comparison.
| Year | IBGL | LYLD |
|---|---|---|
| 2026 | 1.93% | 0.61% |
| 2025 | 3.52% | 2.79% |
| 2024 | 0.00% | 0.72% |
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