IBIG vs ERTH
Comparison between ISHARES IBONDS OCT 2030 TERM TIPS ETF (IBIG, ETF) and INVESCO MSCI SUSTAINABLE FUTURE ETF (ERTH, ETF).
IBIG vs ERTH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBIG
$138M
ERTH
$137M
Expense Ratio
Winner
IBIG
0.10%
ERTH
0.66%
Max Drawdown
Winner
IBIG
4.57%
ERTH
64.45%
Sharpe Ratio
IBIG
-0.33
Winner
ERTH
0.24
5Y Beta
Winner
IBIG
0.01
ERTH
0.88
P/E Ratio
IBIG
N/A
ERTH
173.59
5Y Dividends CAGR
IBIG
N/A
ERTH
-35.70%
Debt to Equity
IBIG
N/A
ERTH
21.68%
P/S Ratio
IBIG
N/A
ERTH
2.62
P/B Ratio
IBIG
N/A
ERTH
2.80
IBIG vs ERTH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBIG
+0.53%
ERTH
-3.65%
3M
Winner
IBIG
-0.12%
ERTH
-5.51%
6M
Winner
IBIG
+1.17%
ERTH
-0.98%
1Y
IBIG
+2.72%
Winner
ERTH
+6.36%
5Y(CAGR)
IBIG
N/A
ERTH
-5.96%
10Y(CAGR)
IBIG
N/A
ERTH
+6.63%
Max(CAGR)
Winner
IBIG
+5.66%
ERTH
+4.76%
IBIG vs ERTH - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IBIG | ERTH |
|---|---|---|
| 2026 | +1.30% | -2.13% |
| 2025 | +7.82% | +17.91% |
| 2024 | +2.81% | -11.64% |
| 2023 | +4.25% | +0.74% |
| 2022 | N/A | -28.33% |
| 2021 | N/A | +2.37% |
| 2020 | N/A | +50.30% |
| 2019 | N/A | +36.44% |
| 2018 | N/A | -13.57% |
| 2017 | N/A | +29.61% |
| 2016 | N/A | +14.40% |
| 2015 | N/A | +2.69% |
| 2014 | N/A | -7.08% |
| 2013 | N/A | +35.26% |
| 2012 | N/A | +6.01% |
| 2011 | N/A | -18.81% |
| 2010 | N/A | +5.64% |
| 2009 | N/A | +30.84% |
| 2008 | N/A | -48.52% |
| 2007 | N/A | +43.32% |
| 2006 | N/A | +1.70% |
IBIG vs ERTH Drawdown Comparison
The maximum drawdown for IBIG was -3.21%, occurring on Dec 19, 2024. Recovery took 107 trading sessions.
The maximum drawdown for ERTH was -64.45%, occurring on Nov 20, 2008. Recovery took 2306 trading sessions.
The current IBIG drawdown is -0.82%. The current ERTH drawdown is -33.06%.
| Rank | IBIG | ERTH |
|---|---|---|
| #1 | -3.21% Sep 24, 2024 - Feb 28, 2025 | -64.45% Dec 26, 2007 - Feb 23, 2017 |
| #2 | -2.34% Apr 3, 2025 - Apr 30, 2025 | -51.73% Nov 1, 2021 - Apr 8, 2025 |
| #3 | -2.33% Feb 1, 2024 - Jun 4, 2024 | -36.65% Feb 20, 2020 - Jul 17, 2020 |
| #4 | -2.25% Sep 22, 2023 - Nov 3, 2023 | -21.96% Jan 26, 2018 - Apr 18, 2019 |
| #5 | -1.44% Apr 30, 2025 - Jun 25, 2025 | -16.53% Jan 7, 2021 - Oct 28, 2021 |
| #6 | -1.35% Mar 17, 2026 - Apr 14, 2026 | -12.19% Jul 13, 2007 - Oct 1, 2007 |
| #7 | -1.35% May 1, 2026 - Jun 22, 2026 | -10.41% Feb 26, 2007 - Apr 24, 2007 |
| #8 | -1.26% Dec 27, 2023 - Jan 31, 2024 | -10.08% Jul 1, 2019 - Oct 28, 2019 |
| #9 | -0.94% Mar 3, 2025 - Mar 27, 2025 | -8.40% Nov 8, 2007 - Dec 6, 2007 |
| #10 | -0.93% Jun 5, 2024 - Jun 18, 2024 | -8.19% Sep 2, 2020 - Oct 5, 2020 |
| #11 | -0.88% Nov 8, 2023 - Nov 14, 2023 | -8.11% Oct 16, 2020 - Nov 6, 2020 |
| #12 | -0.81% Oct 22, 2025 - Jan 29, 2026 | -7.37% May 3, 2019 - Jun 27, 2019 |
| #13 | -0.79% Aug 5, 2024 - Aug 21, 2024 | -6.38% Dec 6, 2006 - Feb 6, 2007 |
| #14 | -0.64% Sep 8, 2025 - Oct 22, 2025 | -6.19% Dec 10, 2007 - Dec 24, 2007 |
| #15 | -0.62% Nov 20, 2023 - Nov 28, 2023 | -4.92% Oct 31, 2017 - Jan 3, 2018 |
Correlation
Correlation between IBIG and ERTH is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
0.70
-101
Dividend Comparison (2009 - 2026)
IBIG vs ERTH dividend yield comparison.
| Year | IBIG | ERTH |
|---|---|---|
| 2026 | 2.90% | 1.02% |
| 2025 | 4.70% | 1.46% |
| 2024 | 4.15% | 1.00% |
| 2023 | 0.78% | 1.28% |
| 2022 | 0.00% | 1.22% |
| 2021 | 0.00% | 15.33% |
| 2020 | 0.00% | 0.21% |
| 2019 | 0.00% | 0.71% |
| 2018 | 0.00% | 0.61% |
| 2017 | 0.00% | 0.87% |
| 2016 | 0.00% | 1.06% |
| 2015 | 0.00% | 0.79% |
| 2014 | 0.00% | 0.83% |
| 2013 | 0.00% | 0.85% |
| 2012 | 0.00% | 1.07% |
| 2011 | 0.00% | 0.86% |
| 2010 | 0.00% | 0.02% |
| 2009 | 0.00% | 0.21% |
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