IBIE vs DUNK
Comparison between ISHARES IBONDS OCT 2028 TERM TIPS ETF (IBIE, ETF) and Dana Unconstrained Equity ETF (DUNK, ETF).
IBIE vs DUNK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBIE
$154M
DUNK
$154M
Expense Ratio
Winner
IBIE
0.10%
DUNK
0.75%
Max Drawdown
Winner
IBIE
3.25%
DUNK
25.64%
Sharpe Ratio
Winner
IBIE
0.69
DUNK
-0.21
5Y Beta
Winner
IBIE
0.00
DUNK
1.11
P/E Ratio
IBIE
N/A
DUNK
49.11
Forward P/E
IBIE
N/A
DUNK
32.53
PEG Ratio
IBIE
N/A
DUNK
0.81
5Y EPS CAGR
IBIE
N/A
DUNK
45.55%
Debt to Equity
IBIE
N/A
DUNK
26.68%
P/S Ratio
IBIE
N/A
DUNK
8.32
P/B Ratio
IBIE
N/A
DUNK
11.72
IBIE vs DUNK - Historical Returns
Returns include dividend reinvestment.
1M
IBIE
-0.02%
Winner
DUNK
+5.10%
3M
IBIE
+1.06%
Winner
DUNK
+11.84%
6M
Winner
IBIE
+1.97%
DUNK
-1.59%
1Y
IBIE
+4.70%
DUNK
N/A
Max(CAGR)
Winner
IBIE
+5.60%
DUNK
-4.63%
IBIE vs DUNK - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBIE | DUNK |
|---|---|---|
| 2026 | +1.86% | -0.35% |
| 2025 | +6.54% | -1.72% |
| 2024 | +4.14% | N/A |
| 2023 | +2.93% | N/A |
IBIE vs DUNK Drawdown Comparison
The maximum drawdown for IBIE was -1.70%, occurring on Dec 19, 2024. Recovery took 90 trading sessions.
The maximum drawdown for DUNK was -25.64%, occurring on Mar 27, 2026. Recovery took 147 trading sessions.
The current IBIE drawdown is -0.19%. The current DUNK drawdown is -10.85%.
| Rank | IBIE | DUNK |
|---|---|---|
| #1 | -1.70% Sep 24, 2024 - Feb 4, 2025 | -25.64% Oct 28, 2025 - Jun 1, 2026 |
| #2 | -1.63% Sep 18, 2023 - Nov 3, 2023 | -10.85% Jun 1, 2026 - Jun 12, 2026 |
| #3 | -1.48% Jan 12, 2024 - May 15, 2024 | -3.00% Oct 9, 2025 - Oct 27, 2025 |
| #4 | -1.24% Apr 3, 2025 - Apr 28, 2025 | -1.98% Sep 22, 2025 - Oct 6, 2025 |
| #5 | -1.14% Apr 30, 2025 - Jun 26, 2025 | -0.42% Oct 6, 2025 - Oct 8, 2025 |
| #6 | -0.78% Nov 3, 2023 - Nov 14, 2023 | -0.08% Sep 16, 2025 - Sep 18, 2025 |
| #7 | -0.65% Dec 27, 2023 - Jan 12, 2024 | N/A |
| #8 | -0.59% Jun 5, 2024 - Jun 18, 2024 | N/A |
| #9 | -0.55% Mar 17, 2026 - Apr 6, 2026 | N/A |
| #10 | -0.51% Oct 22, 2025 - Jan 9, 2026 | N/A |
| #11 | -0.51% Dec 1, 2023 - Dec 13, 2023 | N/A |
| #12 | -0.49% Aug 5, 2024 - Aug 21, 2024 | N/A |
| #13 | -0.42% Mar 3, 2025 - Mar 20, 2025 | N/A |
| #14 | -0.41% May 15, 2024 - May 31, 2024 | N/A |
| #15 | -0.41% Jul 17, 2024 - Jul 31, 2024 | N/A |
Correlation
Correlation between IBIE and DUNK is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.31
-101
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