IBID vs RSPR

Comparison between ISHARES IBONDS OCT 2027 TERM TIPS ETF (IBID, ETF) and INVESCO S&P 500 (R) EQUAL WEIGHT REAL ESTATE ETF (RSPR, ETF).

IBID vs RSPR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBID(ETF)	RSPR(ETF)
Net Assets	$97M	$97M
Expense Ratio	0.10%	0.40%
Max Drawdown	2.23%	43.23%
Sharpe Ratio	0.83	0.38
5Y Beta	-0.02	0.52
P/E Ratio	N/A	33.58
Forward P/E	N/A	34.73
PEG Ratio	N/A	0.68
5Y Dividends CAGR	N/A	-5.17%
5Y EPS CAGR	N/A	5.32%
Debt to Equity	N/A	5.09%
P/S Ratio	N/A	5.38
P/B Ratio	N/A	2.50

Net Assets

IBID

$97M

Winner

RSPR

$97M

Expense Ratio

Winner

IBID

0.10%

RSPR

0.40%

Max Drawdown

Winner

IBID

2.23%

RSPR

43.23%

Sharpe Ratio

Winner

IBID

0.83

RSPR

0.38

5Y Beta

Winner

IBID

-0.02

RSPR

0.52

P/E Ratio

IBID

N/A

RSPR

33.58

Forward P/E

IBID

N/A

RSPR

34.73

PEG Ratio

IBID

N/A

RSPR

0.68

5Y Dividends CAGR

IBID

N/A

RSPR

-5.17%

5Y EPS CAGR

IBID

N/A

RSPR

5.32%

Debt to Equity

IBID

N/A

RSPR

5.09%

P/S Ratio

IBID

N/A

RSPR

5.38

P/B Ratio

IBID

N/A

RSPR

2.50

IBID vs RSPR - Historical Returns

Returns include dividend reinvestment.

Period	IBID	RSPR
1 month	+0.50%	+3.28%
3 months	+1.72%	+5.17%
6 months	+2.49%	+12.14%
1 year	+4.83%	+8.73%
5 years(CAGR)	N/A	+2.97%
10 years(CAGR)	N/A	+6.54%
Max(CAGR)	+5.72%	+6.57%

IBID

+0.50%

Winner

RSPR

+3.28%

IBID

+1.72%

Winner

RSPR

+5.17%

IBID

+2.49%

Winner

RSPR

+12.14%

IBID

+4.83%

Winner

RSPR

+8.73%

5Y(CAGR)

IBID

N/A

RSPR

+2.97%

10Y(CAGR)

IBID

N/A

RSPR

+6.54%

Max(CAGR)

IBID

+5.72%

Winner

RSPR

+6.57%

IBID vs RSPR - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	IBID	RSPR
2026	+2.48%	+10.79%
2025	+5.68%	-0.87%
2024	+4.84%	+7.60%
2023	+2.61%	+11.27%
2022	N/A	-25.00%
2021	N/A	+54.78%
2020	N/A	-1.07%
2019	N/A	+27.55%
2018	N/A	-3.46%
2017	N/A	+8.53%
2016	N/A	+2.91%
2015	N/A	+3.57%

IBID vs RSPR Drawdown Comparison

The maximum drawdown for IBID was -1.28%, occurring on Oct 3, 2023. Recovery took 32 trading sessions.

The maximum drawdown for RSPR was -41.89%, occurring on Mar 23, 2020. Recovery took 254 trading sessions.

The current RSPR drawdown is -1.57%.

Rank	IBID	RSPR
#1	-1.28% Sep 18, 2023 - Nov 1, 2023	-41.89% Feb 21, 2020 - Feb 24, 2021
#2	-1.00% Jan 12, 2024 - Mar 22, 2024	-33.02% Jan 4, 2022 - Oct 27, 2023
#3	-0.99% Apr 30, 2025 - Jul 11, 2025	-14.45% Jul 29, 2016 - Nov 8, 2017
#4	-0.92% Sep 24, 2024 - Jan 15, 2025	-13.90% Dec 29, 2015 - Mar 17, 2016
#5	-0.74% Apr 3, 2025 - Apr 25, 2025	-11.70% Nov 13, 2017 - Jul 6, 2018
#6	-0.64% Mar 22, 2024 - May 3, 2024	-11.48% Aug 20, 2018 - Jan 29, 2019
#7	-0.64% Nov 3, 2023 - Nov 14, 2023	-10.31% Aug 18, 2015 - Oct 19, 2015
#8	-0.47% Dec 1, 2023 - Dec 13, 2023	-6.31% Sep 2, 2021 - Oct 26, 2021
#9	-0.47% Dec 27, 2023 - Jan 12, 2024	-6.28% Nov 24, 2021 - Dec 8, 2021
#10	-0.38% Jun 6, 2024 - Jun 18, 2024	-6.01% Oct 23, 2019 - Feb 10, 2020
#11	-0.36% Oct 22, 2025 - Dec 29, 2025	-5.44% May 9, 2016 - Jun 29, 2016
#12	-0.36% Mar 20, 2026 - Mar 31, 2026	-4.99% Nov 2, 2015 - Dec 29, 2015
#13	-0.33% Aug 5, 2024 - Aug 21, 2024	-4.92% Jun 20, 2019 - Jul 10, 2019
#14	-0.32% Nov 14, 2023 - Nov 20, 2023	-4.31% Apr 12, 2019 - Jun 5, 2019
#15	-0.31% Jul 18, 2024 - Jul 29, 2024	-4.27% Feb 24, 2021 - Mar 11, 2021

Correlation

Correlation between IBID and RSPR is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2015 - 2026)

IBID vs RSPR dividend yield comparison.

Year	IBID	RSPR
2026	0.29%	0.87%
2025	4.43%	2.70%
2024	4.24%	2.58%
2023	0.81%	2.91%
2022	0.00%	3.14%
2021	0.00%	2.56%
2020	0.00%	3.82%
2019	0.00%	2.48%
2018	0.00%	3.02%
2017	0.00%	3.01%
2016	0.00%	2.06%
2015	0.00%	1.03%