IBIG vs PSCH

Comparison between ISHARES IBONDS OCT 2030 TERM TIPS ETF (IBIG, ETF) and INVESCO S&P SMALLCAP HEALTH CARE ETF (PSCH, ETF).

IBIG vs PSCH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBIG(ETF)	PSCH(ETF)
Net Assets	$131M	$131M
Expense Ratio	0.10%	0.29%
Max Drawdown	4.57%	47.32%
Sharpe Ratio	0.43	0.59
5Y Beta	0.01	0.93
P/E Ratio	N/A	-47.89
Forward P/E	N/A	18.10
5Y EPS CAGR	N/A	4.26%
Debt to Equity	N/A	-232.66%
P/S Ratio	N/A	1.28
P/B Ratio	N/A	2.74

Net Assets

IBIG

$131M

Winner

PSCH

$131M

Expense Ratio

Winner

IBIG

0.10%

PSCH

0.29%

Max Drawdown

Winner

IBIG

4.57%

PSCH

47.32%

Sharpe Ratio

IBIG

0.43

Winner

PSCH

0.59

5Y Beta

Winner

IBIG

0.01

PSCH

0.93

P/E Ratio

IBIG

N/A

PSCH

-47.89

Forward P/E

IBIG

N/A

PSCH

18.10

5Y EPS CAGR

IBIG

N/A

PSCH

4.26%

Debt to Equity

IBIG

N/A

PSCH

-232.66%

P/S Ratio

IBIG

N/A

PSCH

1.28

P/B Ratio

IBIG

N/A

PSCH

2.74

IBIG vs PSCH - Historical Returns

Returns include dividend reinvestment.

Period	IBIG	PSCH
1 month	-0.10%	+8.59%
3 months	+0.32%	+19.10%
6 months	+1.59%	+4.79%
1 year	+4.99%	+18.61%
5 years(CAGR)	N/A	-5.11%
10 years(CAGR)	N/A	+7.64%
Max(CAGR)	+5.96%	+11.85%

IBIG

-0.10%

Winner

PSCH

+8.59%

IBIG

+0.32%

Winner

PSCH

+19.10%

IBIG

+1.59%

Winner

PSCH

+4.79%

IBIG

+4.99%

Winner

PSCH

+18.61%

5Y(CAGR)

IBIG

N/A

PSCH

-5.11%

10Y(CAGR)

IBIG

N/A

PSCH

+7.64%

Max(CAGR)

IBIG

+5.96%

Winner

PSCH

+11.85%

IBIG vs PSCH - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	IBIG	PSCH
2026	+1.55%	+9.61%
2025	+7.82%	-1.02%
2024	+2.81%	+3.82%
2023	+4.25%	-2.36%
2022	N/A	-25.52%
2021	N/A	+5.45%
2020	N/A	+32.12%
2019	N/A	+20.46%
2018	N/A	+8.30%
2017	N/A	+33.77%
2016	N/A	+5.04%
2015	N/A	+21.58%
2014	N/A	+11.96%
2013	N/A	+52.69%
2012	N/A	+12.51%
2011	N/A	+11.60%
2010	N/A	+13.10%

IBIG vs PSCH Drawdown Comparison

The maximum drawdown for IBIG was -3.21%, occurring on Dec 19, 2024. Recovery took 107 trading sessions.

The maximum drawdown for PSCH was -46.34%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current IBIG drawdown is -0.58%. The current PSCH drawdown is -25.63%.

Rank	IBIG	PSCH
#1	-3.21% Sep 24, 2024 - Feb 28, 2025	-46.34% Jun 25, 2021 - Oct 27, 2023
#2	-2.34% Apr 3, 2025 - Apr 30, 2025	-38.90% Aug 31, 2018 - Nov 9, 2020
#3	-2.33% Feb 1, 2024 - Jun 4, 2024	-24.93% Jul 7, 2011 - Feb 27, 2012
#4	-2.25% Sep 22, 2023 - Nov 3, 2023	-22.45% Aug 5, 2015 - Sep 7, 2016
#5	-1.44% Apr 30, 2025 - Jun 25, 2025	-17.32% Sep 22, 2016 - Feb 14, 2017
#6	-1.35% Mar 17, 2026 - Apr 14, 2026	-14.24% Apr 29, 2010 - Oct 18, 2010
#7	-1.26% Dec 27, 2023 - Jan 31, 2024	-12.34% Sep 18, 2012 - Jan 25, 2013
#8	-0.94% Mar 3, 2025 - Mar 27, 2025	-11.39% Feb 11, 2021 - Jun 25, 2021
#9	-0.93% Jun 5, 2024 - Jun 18, 2024	-10.22% Jan 22, 2014 - Jul 1, 2014
#10	-0.89% May 1, 2026 - May 22, 2026	-9.58% Jan 29, 2018 - Mar 7, 2018
#11	-0.88% Nov 8, 2023 - Nov 14, 2023	-9.11% Apr 2, 2012 - Jun 29, 2012
#12	-0.81% Oct 22, 2025 - Jan 29, 2026	-7.29% Jul 9, 2012 - Sep 4, 2012
#13	-0.79% Aug 5, 2024 - Aug 21, 2024	-7.23% May 31, 2011 - Jul 7, 2011
#14	-0.64% Sep 8, 2025 - Oct 22, 2025	-6.85% Jul 3, 2014 - Oct 28, 2014
#15	-0.62% Nov 20, 2023 - Nov 28, 2023	-6.53% Apr 24, 2015 - Jun 10, 2015

Correlation

Correlation between IBIG and PSCH is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37

-101

Dividend Comparison (2010 - 2026)

IBIG vs PSCH dividend yield comparison.

Year	IBIG	PSCH
2026	0.26%	0.00%
2025	4.70%	0.04%
2024	4.15%	0.27%
2023	0.78%	0.01%
2022	0.00%	2.27%
2018	0.00%	0.00%
2016	0.00%	0.03%
2014	0.00%	2.50%
2013	0.00%	0.03%
2012	0.00%	0.48%
2011	0.00%	0.91%
2010	0.00%	0.26%