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IBIH vs DSTX

Comparison between ISHARES IBONDS OCT 2031 TERM TIPS ETF (IBIH, ETF) and DISTILLATE INTERNATIONAL FUNDAMENTAL STABILITY & VALUE ETF (DSTX, ETF).

IBIH vs DSTX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBIH
$50M
DSTX
$50M
Expense Ratio
Winner
IBIH
0.10%
DSTX
0.55%
Max Drawdown
Winner
IBIH
5.40%
DSTX
36.50%
Sharpe Ratio
IBIH
0.28
Winner
DSTX
1.24
5Y Beta
Winner
IBIH
0.02
DSTX
0.71
5Y Dividends CAGR
IBIH
N/A
DSTX
69.66%

IBIH vs DSTX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IBIH
-0.81%
DSTX
-2.05%
3M
IBIH
-0.11%
Winner
DSTX
+1.07%
6M
IBIH
+0.97%
Winner
DSTX
+6.74%
1Y
IBIH
+4.93%
Winner
DSTX
+24.28%
5Y(CAGR)
IBIH
N/A
DSTX
+6.24%
Max(CAGR)
IBIH
+5.89%
Winner
DSTX
+7.64%

IBIH vs DSTX - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearIBIHDSTX
2026+1.14%+4.03%
2025+8.35%+42.13%
2024+1.95%+1.14%
2023+4.60%+18.87%
2022N/A-19.21%
2021N/A+0.38%
2020N/A+2.03%

IBIH vs DSTX Drawdown Comparison

The maximum drawdown for IBIH was -3.94%, occurring on Dec 19, 2024. Recovery took 107 trading sessions.

The maximum drawdown for DSTX was -33.65%, occurring on Oct 12, 2022. Recovery took 827 trading sessions.

The current IBIH drawdown is -1.09%. The current DSTX drawdown is -6.21%.

RankIBIHDSTX
#1-3.94%
Sep 24, 2024 - Feb 28, 2025
-33.65%
Jun 14, 2021 - Sep 26, 2024
#2-2.96%
Apr 3, 2025 - Jun 25, 2025
-13.28%
Mar 19, 2025 - May 2, 2025
#3-2.90%
Feb 1, 2024 - Jun 5, 2024
-12.48%
Feb 27, 2026 - Mar 20, 2026
#4-2.67%
Sep 22, 2023 - Nov 3, 2023
-11.00%
Sep 26, 2024 - Mar 7, 2025
#5-1.70%
Mar 9, 2026 - Apr 17, 2026
-6.42%
Feb 16, 2021 - Jun 1, 2021
#6-1.55%
Dec 27, 2023 - Feb 1, 2024
-4.94%
Nov 12, 2025 - Dec 4, 2025
#7-1.15%
May 1, 2026 - May 22, 2026
-4.38%
Jul 23, 2025 - Aug 12, 2025
#8-1.15%
Mar 3, 2025 - Mar 28, 2025
-3.90%
Jan 21, 2021 - Feb 8, 2021
#9-1.07%
Jun 5, 2024 - Jun 18, 2024
-3.86%
Oct 3, 2025 - Oct 23, 2025
#10-1.05%
Nov 8, 2023 - Nov 14, 2023
-3.04%
Jun 12, 2025 - Jun 27, 2025
#11-1.00%
Oct 22, 2025 - Jan 30, 2026
-3.00%
Jan 27, 2026 - Feb 9, 2026
#12-0.92%
Aug 5, 2024 - Aug 21, 2024
-2.81%
Oct 27, 2025 - Nov 11, 2025
#13-0.82%
Jul 17, 2024 - Jul 31, 2024
-2.29%
Aug 22, 2025 - Sep 8, 2025
#14-0.76%
Jun 20, 2024 - Jul 5, 2024
-2.08%
Mar 7, 2025 - Mar 17, 2025
#15-0.76%
Sep 8, 2025 - Oct 21, 2025
-1.79%
Dec 17, 2020 - Dec 29, 2020

Correlation

Correlation between IBIH and DSTX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2020 - 2026)

IBIH vs DSTX dividend yield comparison.

YearIBIHDSTX
20260.31%0.21%
20254.68%2.93%
20244.34%2.41%
20230.70%1.81%
20220.00%3.68%
20210.00%2.24%
20200.00%0.07%

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