IBGL vs NVIR
Comparison between ISHARES IBONDS DEC 2055 TERM TREASURY ETF (IBGL, ETF) and HORIZON KINETICS ENERGY AND REMEDIATION ETF (NVIR, ETF).
IBGL vs NVIR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBGL
$6M
NVIR
$5.80M
Expense Ratio
Winner
IBGL
0.07%
NVIR
0.85%
Max Drawdown
Winner
IBGL
11.12%
NVIR
23.63%
Sharpe Ratio
IBGL
0.10
Winner
NVIR
1.52
5Y Beta
Winner
IBGL
0.09
NVIR
0.74
P/E Ratio
IBGL
N/A
NVIR
28.68
Forward P/E
IBGL
N/A
NVIR
15.49
PEG Ratio
IBGL
N/A
NVIR
1.40
Debt to Equity
IBGL
N/A
NVIR
67.66%
P/S Ratio
IBGL
N/A
NVIR
2.71
P/B Ratio
IBGL
N/A
NVIR
3.02
IBGL vs NVIR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBGL
+1.22%
NVIR
-1.03%
3M
IBGL
-0.29%
Winner
NVIR
-0.13%
6M
IBGL
+0.42%
Winner
NVIR
+18.91%
1Y
IBGL
+2.55%
Winner
NVIR
+30.17%
Max(CAGR)
IBGL
+1.02%
Winner
NVIR
+16.42%
IBGL vs NVIR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBGL | NVIR |
|---|---|---|
| 2026 | +0.34% | +18.39% |
| 2025 | +1.00% | +8.54% |
| 2024 | N/A | +17.58% |
| 2023 | N/A | +6.91% |
IBGL vs NVIR Drawdown Comparison
The maximum drawdown for IBGL was -9.37%, occurring on May 21, 2025. Recovery took 137 trading sessions.
The maximum drawdown for NVIR was -22.48%, occurring on Apr 8, 2025. Recovery took 240 trading sessions.
The current IBGL drawdown is -3.94%. The current NVIR drawdown is -5.01%.
| Rank | IBGL | NVIR |
|---|---|---|
| #1 | -9.37% Apr 4, 2025 - Oct 21, 2025 | -22.48% Nov 22, 2024 - Nov 10, 2025 |
| #2 | -7.23% Feb 27, 2026 - May 19, 2026 | -13.07% Mar 3, 2023 - Jul 11, 2023 |
| #3 | -4.63% Oct 22, 2025 - Feb 27, 2026 | -9.79% Sep 12, 2023 - Mar 19, 2024 |
| #4 | -0.32% Mar 26, 2025 - Mar 28, 2025 | -7.07% Jul 31, 2024 - Sep 24, 2024 |
| #5 | -0.08% Apr 1, 2025 - Apr 3, 2025 | -7.04% Mar 27, 2026 - Apr 17, 2026 |
| #6 | N/A | -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 IBGL and NVIR is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.37
-101
Dividend Comparison (2023 - 2026)
IBGL vs NVIR dividend yield comparison.
| Year | IBGL | NVIR |
|---|---|---|
| 2026 | 1.91% | 0.00% |
| 2025 | 3.52% | 0.92% |
| 2024 | 0.00% | 1.50% |
| 2023 | 0.00% | 1.34% |
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